Simplex Trading
NI icon

Simplex Trading’s NiSource NI Stock Holding History

Simplex Trading’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
2026
Q1 		$608K Sell
13,027
-1,272
-9% -$57.3K ﹤0.01% 3045
2025
Q4 		$597K Sell
14,299
-24,766
-63% -$1.06M ﹤0.01% 3130
2025
Q3 		$1.69M Buy
39,065
+17,819
+84% +$738K ﹤0.01% 2489
2025
Q2 		$857K Sell
21,246
-8,456
-28% -$332K ﹤0.01% 2927
2025
Q1 		$1.19M Buy
+29,702
New +$1.14M ﹤0.01% 2533
2023
Q3 		– Sell
-1,287
Closed -$34.8K – 9439
2023
Q2 		$35K Buy
+1,287
New +$35.7K ﹤0.01% 6191
2022
Q3 		– Sell
-7,942
Closed -$234K – 10562
2022
Q2 		$234K Buy
7,942
+6,124
+337% +$185K ﹤0.01% 4421
2022
Q1 		$57K Buy
+1,818
New +$52.8K ﹤0.01% 6962
2021
Q4 		– Sell
-5,065
Closed -$129K – 11090
2021
Q3 		$125K Hold
5,065
– – ﹤0.01% 6307
2021
Q2 		$124K Buy
5,065
+3,735
+281% +$95K ﹤0.01% 6418
2021
Q1 		$32K Sell
1,330
-20,512
-94% -$462K ﹤0.01% 7069
2020
Q4 		$501K Buy
21,842
+10,619
+95% +$248K ﹤0.01% 3423
2020
Q3 		$246K Buy
+11,223
New +$260K ﹤0.01% 3849
2018
Q4 		– Sell
-6,178
Closed -$159K – 7548
2018
Q3 		$153K Buy
6,178
+3,019
+96% +$79.9K ﹤0.01% 3951
2018
Q2 		$83K Buy
3,159
+2,396
+314% +$58.7K ﹤0.01% 4500
2018
Q1 		$18K Sell
763
-1,381
-64% -$32.7K ﹤0.01% 3471
2017
Q4 		$55K Buy
+2,144
New +$56.9K ﹤0.01% 2357
2016
Q2 		– Sell
-5,000
Closed -$120K – 6239
2016
Q1 		$117K Buy
5,000
+714
+17% +$15.3K 0.01% 1226
2015
Q4 		$83K Sell
4,286
-357
-8% -$6.87K 0.01% 1507
2015
Q3 		$86K Sell
4,643
-10,482
-69% -$179K 0.01% 1532
2015
Q2 		$270K Buy
15,125
+1,461
+11% +$26K 0.02% 650
2015
Q1 		$237K Buy
+13,664
New +$232K 0.03% 647

Other funds holding NI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Simplex Trading's NI Position: Q1 2026 in Review

Simplex Trading reduced its NiSource (NI) stake by 8.9% in Q1 2026, selling an estimated $57.3K and leaving 13,027 shares worth $608K. The position accounts for ﹤0.01% of the portfolio, ranked #3045.

Simplex Trading first reported a position in NI in Q1 2015 and has held it in 22 quarters since. The position peaked at $1.69M in Q3 2025. 877 funds tracked by Wall St. Rank hold NI as of Q1 2026.

  • Simplex Trading held 13,027 shares of NiSource worth $608K as of Q1 2026.
  • Simplex Trading sold 1,272 NiSource shares in Q1 2026, an estimated $57.3K.
  • NiSource made up ﹤0.01% of Simplex Trading's portfolio in Q1 2026, its #3045 holding.
  • Simplex Trading first reported a position in NiSource in Q1 2015 and has held it in 22 quarters since.
  • Simplex Trading's NiSource position peaked at $1.69M in Q3 2025.
  • 877 funds tracked by Wall St. Rank held NiSource as of Q1 2026.

Based on Simplex Trading's 13F filing for Q1 2026, filed 14 May 2026.