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Thoroughbred Financial Services’s NiSource NI Stock Holding History

Thoroughbred Financial Services’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
Q3 		– Sell
-4,367
Closed -$207K – 645
2026
Q2 		$207K Buy
+4,367
New +$207K 0.01% 610
2020
Q2 		– Sell
-9,285
Closed -$232K – 241
2020
Q1 		$232K Buy
+9,285
New +$257K 0.08% 211

Other funds holding NI

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
W.H. Reaves & Co
W.H. Reaves & Co Jersey City, New Jersey $5.54B AUM 1.09% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Duff & Phelps Investment Management
Duff & Phelps Investment Management Chicago, Illinois $9.7B AUM 5.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Antipodes Partners
Antipodes Partners Royal Exchange, Australia $5.43B AUM 15.86% 1-Year Est. Return

Thoroughbred Financial Services's NI Position: Q3 2026 in Review

Thoroughbred Financial Services sold out of NiSource (NI) in Q3 2026, closing a stake of 4,367 shares — an estimated $207K sold.

Thoroughbred Financial Services first reported a position in NI in Q1 2020 and held it in 2 quarters. The position peaked at $232K in Q1 2020. 512 funds tracked by Wall St. Rank hold NI as of Q3 2026.

  • Thoroughbred Financial Services reported no remaining NiSource position as of Q3 2026 after selling out during the quarter.
  • Thoroughbred Financial Services sold 4,367 NiSource shares in Q3 2026, an estimated $207K.
  • Thoroughbred Financial Services first reported a position in NiSource in Q1 2020 and held it in 2 quarters.
  • Thoroughbred Financial Services's NiSource position peaked at $232K in Q1 2020.
  • 512 funds tracked by Wall St. Rank held NiSource as of Q3 2026.

Based on Thoroughbred Financial Services's 13F filing for Q3 2026, filed 9 Nov 2026.