Sierra Ocean’s NiSource NI Stock Holding History

Sierra Ocean’s Portfolio NI Stock Details NI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-80	Closed	-$3.23K	–	629
2025 Q2	$3.23K	Hold	80	–	–	﹤0.01%	668
2025 Q1	$3.21K	Hold	80	–	–	﹤0.01%	682
2024 Q4	$2.94K	Buy	+80	New	+$2.87K	﹤0.01%	694

Other funds holding NI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Sierra Ocean's NI Position: Q3 2025 in Review

Sierra Ocean sold out of NiSource (NI) in Q3 2025, closing a stake of 80 shares — an estimated $3.23K sold.

Sierra Ocean first reported a position in NI in Q4 2024 and held it in 3 quarters. The position peaked at $3.23K in Q2 2025. 785 funds tracked by Wall St. Rank hold NI as of Q3 2025.

Sierra Ocean reported no remaining NiSource position as of Q3 2025 after selling out during the quarter.
Sierra Ocean sold 80 NiSource shares in Q3 2025, an estimated $3.23K.
Sierra Ocean first reported a position in NiSource in Q4 2024 and held it in 3 quarters.
Sierra Ocean's NiSource position peaked at $3.23K in Q2 2025.
785 funds tracked by Wall St. Rank held NiSource as of Q3 2025.

Based on Sierra Ocean's 13F filing for Q3 2025, filed 7 Nov 2025.