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 		$88.7K Sell
1,900
-11,800
-86% -$532K ﹤0.01% 5232
2025
Q4 		$572K Sell
13,700
-42,700
-76% -$1.82M ﹤0.01% 3169
2025
Q3 		$2.44M Buy
56,400
+55,800
+9,300% +$2.31M ﹤0.01% 2123
2025
Q2 		$24K Sell
600
-9,800
-94% -$384K ﹤0.01% 6614
2025
Q1 		$416K Sell
10,400
-3,100
-23% -$119K ﹤0.01% 3592
2024
Q4 		$496K Buy
13,500
+7,000
+108% +$251K ﹤0.01% 3547
2024
Q3 		$225K Sell
6,500
-50,900
-89% -$1.62M ﹤0.01% 4413
2024
Q2 		$1.65M Buy
57,400
+16,300
+40% +$460K ﹤0.01% 2387
2024
Q1 		$1.14M Sell
41,100
-68,000
-62% -$1.79M ﹤0.01% 2982
2023
Q4 		$2.9M Buy
109,100
+95,100
+679% +$2.44M ﹤0.01% 2043
2023
Q3 		$345K Buy
14,000
+400
+3% +$10.8K ﹤0.01% 3794
2023
Q2 		$371K Buy
13,600
+6,100
+81% +$169K ﹤0.01% 3616
2023
Q1 		$209K Buy
7,500
+6,700
+838% +$183K ﹤0.01% 4266
2022
Q4 		$21K Sell
800
-4,000
-83% -$105K ﹤0.01% 6834
2022
Q3 		$120K Sell
4,800
-1,000
-17% -$29.5K ﹤0.01% 5269
2022
Q2 		$171K Buy
5,800
+4,300
+287% +$130K ﹤0.01% 4804
2022
Q1 		$47K Sell
1,500
-35,100
-96% -$1.02M ﹤0.01% 7218
2021
Q4 		$1.01M Buy
36,600
+26,100
+249% +$664K ﹤0.01% 2839
2021
Q3 		$260K Hold
10,500
– – ﹤0.01% 5149
2021
Q2 		$257K Buy
10,500
+10,439
+17,113% +$265K ﹤0.01% 5251
2021
Q1 		$147K Sell
61
-204
-77% -$4.6K ﹤0.01% 5209
2020
Q4 		$607K Sell
265
-917
-78% -$21.4K ﹤0.01% 3173
2020
Q3 		$2.6M Buy
1,182
+957
+425% +$22.2K ﹤0.01% 1316
2020
Q2 		$511K Hold
225
– – ﹤0.01% 2881
2020
Q1 		$561K Buy
225
+101
+81% +$2.79K ﹤0.01% 2474
2019
Q4 		$345K Sell
124
-8
-6% -$219 ﹤0.01% 3130
2019
Q3 		$394K Sell
132
-427
-76% -$12.5K ﹤0.01% 2854
2019
Q2 		$1.61M Buy
559
+414
+286% +$11.7K ﹤0.01% 1490
2019
Q1 		$415K Buy
145
+138
+1,971% +$3.72K ﹤0.01% 2853
2018
Q4 		$17K Buy
7
+1
+17% +$26 ﹤0.01% 5467
2018
Q3 		$14K Sell
6
-32
-84% -$847 ﹤0.01% 6234
2018
Q2 		$99K Buy
+38
New +$931 ﹤0.01% 4305
2018
Q1 		– Sell
-273
Closed -$2K – 6621
2017
Q4 		$2K Sell
273
-25
-8% -$664 ﹤0.01% 5226
2017
Q3 		$4K Buy
298
+247
+484% +$6.5K ﹤0.01% 4584
2017
Q2 		$11K Sell
51
-5
-9% -$125 ﹤0.01% 3899
2017
Q1 		$6K Buy
+56
New +$1.28K ﹤0.01% 4446
2016
Q3 		– Sell
-39
Closed -$12K – 6239
2016
Q2 		$12K Sell
39
-4
-9% -$96 ﹤0.01% 3422
2016
Q1 		$10K Buy
+43
New +$922 ﹤0.01% 3462
2015
Q4 		– Sell
-19
Closed -$1K – 5886
2015
Q3 		$1K Sell
19
-62
-77% -$1.06K ﹤0.01% 5086
2015
Q2 		$9K Sell
81
-214
-73% -$3.81K ﹤0.01% 3159
2015
Q1 		$11K Sell
295
-84
-22% -$1.42K ﹤0.01% 2879
2014
Q4 		$16K Buy
+379
New +$6.17K ﹤0.01% 2223

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.