Rothschild Investment LLC’s NiSource NI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.39M | Buy |
50,159
+4,294
| +9% | +$203K | 0.09% | 213 |
|
|
2026
Q1 | $2.14M | Buy |
45,865
+2,784
| +6% | +$125K | 0.11% | 160 |
|
|
2025
Q4 | $1.8M | Sell |
43,081
-27
| -0.1% | -$1.15K | 0.1% | 166 |
|
|
2025
Q3 | $1.87M | Sell |
43,108
-677
| -2% | -$28K | 0.11% | 159 |
|
|
2025
Q2 | $1.77M | Sell |
43,785
-268
| -0.6% | -$10.5K | 0.11% | 156 |
|
|
2025
Q1 | $1.77M | Buy |
44,053
+36
| +0.1% | +$1.39K | 0.12% | 160 |
|
|
2024
Q4 | $1.62M | Sell |
44,017
-391
| -0.9% | -$14K | 0.11% | 165 |
|
|
2024
Q3 | $1.54M | Sell |
44,408
-245
| -0.5% | -$7.82K | 0.1% | 172 |
|
|
2024
Q2 | $1.29M | Sell |
44,653
-785
| -2% | -$22.1K | 0.09% | 193 |
|
|
2024
Q1 | $1.26M | Sell |
45,438
-185
| -0.4% | -$4.86K | 0.09% | 193 |
|
|
2023
Q4 | $1.21M | Sell |
45,623
-3,380
| -7% | -$86.9K | 0.1% | 165 |
|
|
2023
Q3 | $1.21M | Buy |
49,003
+14
| +0% | +$378 | 0.1% | 183 |
|
|
2023
Q2 | $1.34M | Buy |
48,989
+760
| +2% | +$21.1K | 0.11% | 180 |
|
|
2023
Q1 | $1.35M | Hold |
48,229
| – | – | 0.12% | 173 |
|
|
2022
Q4 | $1.32M | Hold |
48,229
| – | – | 0.12% | 171 |
|
|
2022
Q3 | $1.22M | Hold |
48,229
| – | – | 0.12% | 174 |
|
|
2022
Q2 | $1.42M | Sell |
48,229
-500
| -1% | -$15.1K | 0.13% | 164 |
|
|
2022
Q1 | $1.55M | Hold |
48,729
| – | – | 0.12% | 167 |
|
|
2021
Q4 | $1.34M | Buy |
48,729
+300
| +0.6% | +$7.63K | 0.1% | 185 |
|
|
2021
Q3 | $1.17M | Hold |
48,429
| – | – | 0.1% | 201 |
|
|
2021
Q2 | $1.19M | Sell |
48,429
-386
| -0.8% | -$9.82K | 0.09% | 203 |
|
|
2021
Q1 | $1.18M | Buy |
48,815
+5,050
| +12% | +$114K | 0.1% | 200 |
|
|
2020
Q4 | $1M | Buy |
43,765
+2,800
| +7% | +$65.5K | 0.1% | 193 |
|
|
2020
Q3 | $901K | Buy |
40,965
+5,923
| +17% | +$137K | 0.1% | 187 |
|
|
2020
Q2 | $797K | Hold |
35,042
| – | – | 0.1% | 188 |
|
|
2020
Q1 | $875K | Buy |
35,042
+790
| +2% | +$21.8K | 0.11% | 177 |
|
|
2019
Q4 | $954K | Buy |
34,252
+15,810
| +86% | +$433K | 0.09% | 202 |
|
|
2019
Q3 | $552K | Buy |
18,442
+150
| +0.8% | +$4.4K | 0.06% | 240 |
|
|
2019
Q2 | $527K | Hold |
18,292
| – | – | 0.06% | 248 |
|
|
2019
Q1 | $524K | Sell |
18,292
-2,844
| -13% | -$76.7K | 0.06% | 243 |
|
|
2018
Q4 | $536K | Hold |
21,136
| – | – | 0.07% | 225 |
|
|
2018
Q3 | $527K | Hold |
21,136
| – | – | 0.06% | 236 |
|
|
2018
Q2 | $555K | Sell |
21,136
-1,216
| -5% | -$29.8K | 0.07% | 225 |
|
|
2018
Q1 | $534K | Sell |
22,352
-375
| -2% | -$8.88K | 0.07% | 234 |
|
|
2017
Q4 | $583K | Sell |
22,727
-1,232
| -5% | -$32.7K | 0.06% | 258 |
|
|
2017
Q3 | $613K | Sell |
23,959
-1,300
| -5% | -$34.2K | 0.07% | 248 |
|
|
2017
Q2 | $641K | Hold |
25,259
| – | – | 0.07% | 251 |
|
|
2017
Q1 | $601K | Sell |
25,259
-60
| -0.2% | -$1.37K | 0.07% | 254 |
|
|
2016
Q4 | $561K | Hold |
25,319
| – | – | 0.07% | 249 |
|
|
2016
Q3 | $610K | Buy |
25,319
+500
| +2% | +$12.5K | 0.07% | 237 |
|
|
2016
Q2 | $658K | Sell |
24,819
-93
| -0.4% | -$2.23K | 0.08% | 222 |
|
|
2016
Q1 | $587K | Sell |
24,912
-1,000
| -4% | -$21.4K | 0.08% | 246 |
|
|
2015
Q4 | $506K | Hold |
25,912
| – | – | 0.06% | 266 |
|
|
2015
Q3 | $481K | Sell |
25,912
-40,034
| -61% | -$685K | 0.06% | 289 |
|
|
2015
Q2 | $1.18M | Hold |
65,946
| – | – | 0.14% | 175 |
|
|
2015
Q1 | $1.14M | Sell |
65,946
-733
| -1% | -$12.4K | 0.13% | 168 |
|
|
2014
Q4 | $1.11M | Hold |
66,679
| – | – | 0.13% | 172 |
|
|
2014
Q3 | $1.07M | Hold |
66,679
| – | – | 0.13% | 175 |
|
|
2014
Q2 | $1.03M | Sell |
66,679
-7,635
| -10% | -$110K | 0.13% | 160 |
|
|
2014
Q1 | $1.04M | Sell |
74,314
-3,181
| -4% | -$43K | 0.14% | 153 |
|
|
2013
Q4 | $1M | Buy |
77,495
+733
| +1% | +$9.09K | 0.14% | 154 |
|
|
2013
Q3 | $932K | Buy |
76,762
+1,527
| +2% | +$18.1K | 0.14% | 147 |
|
|
2013
Q2 | $847K | Buy |
+75,235
| New | +$870K | 0.14% | 152 |
|
Other funds holding NI
Rothschild Investment LLC's NI Position: Q2 2026 in Review
Rothschild Investment LLC increased its NiSource (NI) stake by 9.4% in Q2 2026, buying an estimated $203K and bringing the position to 50,159 shares worth $2.39M. The position accounts for 0.09% of the portfolio, ranked #213.
Rothschild Investment LLC first reported a position in NI in Q2 2013 and has held it in 53 quarters since. 916 funds tracked by Wall St. Rank hold NI as of Q2 2026.
- Rothschild Investment LLC held 50,159 shares of NiSource worth $2.39M as of Q2 2026.
- Rothschild Investment LLC bought 4,294 NiSource shares in Q2 2026, an estimated $203K.
- NiSource made up 0.09% of Rothschild Investment LLC's portfolio in Q2 2026, its #213 holding.
- Rothschild Investment LLC first reported a position in NiSource in Q2 2013 and has held it in 53 quarters since.
- 916 funds tracked by Wall St. Rank held NiSource as of Q2 2026.
Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.