SFI
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Susquehanna Fundamental Investments’s NiSource NI Stock Holding History

Susquehanna Fundamental Investments’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 		– Sell
-221,332
Closed -$9.24M – 625
2025
Q4 		$9.24M Sell
221,332
-27,500
-11% -$1.17M 0.32% 89
2025
Q3 		$10.8M Sell
248,832
-52,566
-17% -$2.18M 0.42% 61
2025
Q2 		$12.2M Sell
301,398
-111,576
-27% -$4.38M 0.33% 94
2025
Q1 		$16.6M Buy
412,974
+273,790
+197% +$10.5M 0.23% 101
2024
Q4 		$5.12M Buy
+139,184
New +$5M 0.07% 322
2024
Q2 		$2.53M Sell
87,784
-13,373
-13% -$377K 0.06% 353
2024
Q1 		$2.8M Buy
+101,157
New +$2.66M 0.13% 192
2022
Q1 		$1.91M Sell
60,050
-80,297
-57% -$2.33M 0.04% 598
2021
Q4 		$3.88M Sell
140,347
-513,089
-79% -$13.1M 0.1% 260
2021
Q3 		$15.8M Hold
653,436
– – 0.29% 72
2021
Q2 		$16M Buy
653,436
+23,883
+4% +$607K 0.29% 65
2021
Q1 		$15.2M Buy
629,553
+140,347
+29% +$3.16M 0.26% 85
2020
Q4 		$11.2M Buy
+489,206
New +$11.4M 0.2% 127
2020
Q1 		– Sell
-160,126
Closed -$4.46M – 376
2019
Q4 		$4.46M Sell
160,126
-20,400
-11% -$559K 0.58% 50
2019
Q3 		$5.4M Hold
180,526
– – 0.66% 40
2019
Q2 		$5.2M Hold
180,526
– – 0.61% 51
2019
Q1 		$5.17M Buy
+180,526
New +$4.87M 0.59% 55

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

Susquehanna Fundamental Investments's NI Position: Q1 2026 in Review

Susquehanna Fundamental Investments sold out of NiSource (NI) in Q1 2026, closing a stake of 221,332 shares — an estimated $9.24M sold.

Susquehanna Fundamental Investments first reported a position in NI in Q1 2019 and held it in 17 quarters. The position peaked at $16.6M in Q1 2025. 878 funds tracked by Wall St. Rank hold NI as of Q1 2026.

  • Susquehanna Fundamental Investments reported no remaining NiSource position as of Q1 2026 after selling out during the quarter.
  • Susquehanna Fundamental Investments sold 221,332 NiSource shares in Q1 2026, an estimated $9.24M.
  • Susquehanna Fundamental Investments first reported a position in NiSource in Q1 2019 and held it in 17 quarters.
  • Susquehanna Fundamental Investments's NiSource position peaked at $16.6M in Q1 2025.
  • 878 funds tracked by Wall St. Rank held NiSource as of Q1 2026.

Based on Susquehanna Fundamental Investments's 13F filing for Q1 2026, filed 15 May 2026.