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Tradewinds Capital Management’s NiSource NI Stock Holding History

Tradewinds Capital 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
2026
Q2 		– Sell
-69
Closed -$3.22K – 756
2026
Q1 		$3.22K Hold
69
– – ﹤0.01% 507
2025
Q4 		$2.88K Hold
69
– – ﹤0.01% 501
2025
Q3 		$2.99K Buy
+69
New +$2.86K ﹤0.01% 482

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T. Rowe Price Investment Management
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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

Tradewinds Capital Management's NI Position: Q2 2026 in Review

Tradewinds Capital Management sold out of NiSource (NI) in Q2 2026, closing a stake of 69 shares — an estimated $3.22K sold.

Tradewinds Capital Management first reported a position in NI in Q3 2025 and held it in 3 quarters. The position peaked at $3.22K in Q1 2026. 914 funds tracked by Wall St. Rank hold NI as of Q2 2026.

  • Tradewinds Capital Management reported no remaining NiSource position as of Q2 2026 after selling out during the quarter.
  • Tradewinds Capital Management sold 69 NiSource shares in Q2 2026, an estimated $3.22K.
  • Tradewinds Capital Management first reported a position in NiSource in Q3 2025 and held it in 3 quarters.
  • Tradewinds Capital Management's NiSource position peaked at $3.22K in Q1 2026.
  • 914 funds tracked by Wall St. Rank held NiSource as of Q2 2026.

Based on Tradewinds Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.