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Tounjian Advisory Partners’s NiSource NI Stock Holding History

Tounjian Advisory Partners’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
Q3 		– Sell
-33,696
Closed -$1.35M – 207
2025
Q2 		$1.35M Sell
33,696
-440
-1% -$17.3K 0.26% 100
2025
Q1 		$1.37M Buy
+34,136
New +$1.31M 0.26% 100

Other funds holding NI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Tounjian Advisory Partners's NI Position: Q3 2025 in Review

Tounjian Advisory Partners sold out of NiSource (NI) in Q3 2025, closing a stake of 33,696 shares — an estimated $1.35M sold.

Tounjian Advisory Partners first reported a position in NI in Q1 2025 and held it in 2 quarters. The position peaked at $1.37M in Q1 2025. 784 funds tracked by Wall St. Rank hold NI as of Q3 2025.

  • Tounjian Advisory Partners reported no remaining NiSource position as of Q3 2025 after selling out during the quarter.
  • Tounjian Advisory Partners sold 33,696 NiSource shares in Q3 2025, an estimated $1.35M.
  • Tounjian Advisory Partners first reported a position in NiSource in Q1 2025 and held it in 2 quarters.
  • Tounjian Advisory Partners's NiSource position peaked at $1.37M in Q1 2025.
  • 784 funds tracked by Wall St. Rank held NiSource as of Q3 2025.

Based on Tounjian Advisory Partners's 13F filing for Q3 2025, filed 12 Nov 2025.