SJS Investment Consulting’s NiSource NI Stock Holding History

SJS Investment Consulting’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	$3.22K	Buy	69 +12	+21%	+$541	﹤0.01%	1161
2025 Q4	$2.38K	Buy	57 +34	+148%	+$1.45K	﹤0.01%	1115
2025 Q3	$996	Hold	23	–	–	﹤0.01%	1013
2025 Q2	$928	Sell	23 -17	-43%	-$667	﹤0.01%	887
2025 Q1	$1.6K	Hold	40	–	–	﹤0.01%	813
2024 Q4	$1.47K	Sell	40 -7	-15%	-$251	﹤0.01%	851
2024 Q3	$1.63K	Hold	47	–	–	﹤0.01%	893
2024 Q2	$1.35K	Buy	47 +5	+12%	+$141	﹤0.01%	904
2024 Q1	$1.16K	Hold	42	–	–	﹤0.01%	983
2023 Q4	$1.12K	Sell	42 -4	-9%	-$103	﹤0.01%	908
2023 Q3	$1.14K	Buy	46 +8	+21%	+$216	﹤0.01%	879
2023 Q2	$1.04K	Sell	38 -3	-7%	-$83	﹤0.01%	891
2023 Q1	$1.15K	Sell	41 -1	-2%	-$27	﹤0.01%	836
2022 Q4	$1.15K	Buy	42 +20	+91%	+$526	﹤0.01%	871
2022 Q3	$1K	Buy	+22	New	+$648	﹤0.01%	836
2022 Q1	$0	Buy	+7	New	+$203	﹤0.01%	1129

Other funds holding NI

BlackRock New York $5.7T 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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 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 $1.47T AUM 27.86% 1-Year Est. Return