Tortoise Investment Management’s NiSource NI Stock Holding History

Tortoise Investment Management’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
2025 Q4	–	Sell	-17	Closed	-$736	–	1011
2025 Q3	$736	Buy	17 +12	+240%	+$497	﹤0.01%	1116
2025 Q2	$202	Buy	+5	New	+$196	﹤0.01%	1210
2022 Q2	–	Sell	-1,100	Closed	-$35K	–	744
2022 Q1	$35K	Sell	1,100 -1,100	-50%	-$31.9K	0.01%	347
2021 Q4	$61K	Hold	2,200	–	–	0.01%	277
2021 Q3	$53K	Hold	2,200	–	–	0.01%	269
2021 Q2	$54K	Sell	2,200 -2,200	-50%	-$56K	0.01%	269
2021 Q1	$106K	Hold	4,400	–	–	0.02%	196
2020 Q4	$101K	Hold	4,400	–	–	0.02%	192
2020 Q3	$97K	Hold	4,400	–	–	0.02%	181
2020 Q2	$100K	Sell	4,400 -38	-0.9%	-$917	0.03%	178
2020 Q1	$111K	Hold	4,438	–	–	0.03%	165
2019 Q4	$124K	Hold	4,438	–	–	0.03%	176
2019 Q3	$133K	Hold	4,438	–	–	0.03%	166
2019 Q2	$128K	Hold	4,438	–	–	0.03%	174
2019 Q1	$127K	Buy	4,438 +38	+0.9%	+$1.02K	0.03%	168
2018 Q4	$112K	Hold	4,400	–	–	0.03%	170
2018 Q3	$110K	Hold	4,400	–	–	0.03%	179
2018 Q2	$116K	Hold	4,400	–	–	0.03%	171
2018 Q1	$105K	Hold	4,400	–	–	0.03%	177
2017 Q4	$113K	Hold	4,400	–	–	0.03%	173
2017 Q3	$113K	Buy	+4,400	New	+$116K	0.03%	170

Other funds holding NI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Tortoise Investment Management's NI Position: Q4 2025 in Review

Tortoise Investment Management sold out of NiSource (NI) in Q4 2025, closing a stake of 17 shares — an estimated $736 sold.

Tortoise Investment Management first reported a position in NI in Q3 2017 and held it in 21 quarters. The position peaked at $133K in Q3 2019. 837 funds tracked by Wall St. Rank hold NI as of Q4 2025.

Tortoise Investment Management reported no remaining NiSource position as of Q4 2025 after selling out during the quarter.
Tortoise Investment Management sold 17 NiSource shares in Q4 2025, an estimated $736.
Tortoise Investment Management first reported a position in NiSource in Q3 2017 and held it in 21 quarters.
Tortoise Investment Management's NiSource position peaked at $133K in Q3 2019.
837 funds tracked by Wall St. Rank held NiSource as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.