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TCW Group’s NiSource NI Stock Holding History

TCW Group’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
Q2 		$71.7M Sell
1,508,334
-432,046
-22% -$20.4M 0.48% 67
2026
Q1 		$90.5M Buy
1,940,380
+103,418
+6% +$4.66M 0.68% 43
2025
Q4 		$76.7M Sell
1,836,962
-517,168
-22% -$22.1M 0.55% 57
2025
Q3 		$102M Buy
2,354,130
+672,034
+40% +$27.8M 0.85% 32
2025
Q2 		$67.9M Sell
1,682,096
-71,799
-4% -$2.82M 0.53% 46
2025
Q1 		$70.3M Buy
1,753,895
+49,840
+3% +$1.92M 0.63% 44
2024
Q4 		$62.6M Buy
1,704,055
+183,701
+12% +$6.6M 0.53% 57
2024
Q3 		$52.7M Buy
1,520,354
+128,371
+9% +$4.1M 0.46% 62
2024
Q2 		$40.1M Buy
1,391,983
+518,873
+59% +$14.6M 0.36% 72
2024
Q1 		$24.2M Buy
873,110
+80,923
+10% +$2.13M 0.24% 88
2023
Q4 		$21M Buy
792,187
+57,498
+8% +$1.48M 0.23% 91
2023
Q3 		$18.1M Buy
734,689
+438,714
+148% +$11.9M 0.23% 89
2023
Q2 		$8.09M Buy
+295,975
New +$8.22M 0.09% 145
2017
Q1 		– Sell
-23,800
Closed -$527K – 537
2016
Q4 		$527K Hold
23,800
– – ﹤0.01% 616
2016
Q3 		$574K Buy
23,800
+200
+0.8% +$5.01K ﹤0.01% 599
2016
Q2 		$626K Buy
23,600
+1,200
+5% +$28.8K ﹤0.01% 586
2016
Q1 		$528K Buy
22,400
+350
+2% +$7.51K ﹤0.01% 620
2015
Q4 		$430K Buy
22,050
+300
+1% +$5.77K ﹤0.01% 645
2015
Q3 		$403K Sell
21,750
-33,095
-60% -$566K ﹤0.01% 661
2015
Q2 		$982K Sell
54,845
-171,787
-76% -$3.06M 0.01% 530
2015
Q1 		$3.93M Buy
226,632
+1,654
+0.7% +$28K 0.02% 450
2014
Q4 		$3.75M Sell
224,978
-167,970
-43% -$2.73M 0.02% 474
2014
Q3 		$6.33M Sell
392,948
-8,526
-2% -$130K 0.03% 423
2014
Q2 		$6.21M Buy
401,474
+4,454
+1% +$64.4K 0.03% 439
2014
Q1 		$5.54M Buy
397,020
+2,927
+0.7% +$39.6K 0.02% 465
2013
Q4 		$5.09M Buy
394,093
+1,145
+0.3% +$14.2K 0.02% 492
2013
Q3 		$4.77M Buy
392,948
+3,563
+0.9% +$42.2K 0.02% 506
2013
Q2 		$4.38M Buy
+389,385
New +$4.5M 0.02% 501

Other funds holding NI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

TCW Group's NI Position: Q2 2026 in Review

TCW Group reduced its NiSource (NI) stake by 22% in Q2 2026, selling an estimated $20.4M and leaving 1,508,334 shares worth $71.7M. The position accounts for 0.48% of the portfolio, ranked #67.

TCW Group first reported a position in NI in Q2 2013 and has held it in 28 quarters since. The position peaked at $102M in Q3 2025. 914 funds tracked by Wall St. Rank hold NI as of Q2 2026.

  • TCW Group held 1,508,334 shares of NiSource worth $71.7M as of Q2 2026.
  • TCW Group sold 432,046 NiSource shares in Q2 2026, an estimated $20.4M.
  • NiSource made up 0.48% of TCW Group's portfolio in Q2 2026, its #67 holding.
  • TCW Group first reported a position in NiSource in Q2 2013 and has held it in 28 quarters since.
  • TCW Group's NiSource position peaked at $102M in Q3 2025.
  • 914 funds tracked by Wall St. Rank held NiSource as of Q2 2026.

Based on TCW Group's 13F filing for Q2 2026, filed 3 Aug 2026.