TCM
NI icon

TruNorth Capital Management’s NiSource NI Stock Holding History

TruNorth 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
2025
Q4 		– Sell
-383
Closed -$16.6K – 292
2025
Q3 		$16.6K Hold
383
– – ﹤0.01% 305
2025
Q2 		$15.4K Hold
383
– – ﹤0.01% 259
2025
Q1 		$15.4K Hold
383
– – ﹤0.01% 323
2024
Q4 		$14.1K Hold
383
– – ﹤0.01% 255
2024
Q3 		$13.3K Buy
383
+90
+31% +$2.87K ﹤0.01% 265
2024
Q2 		$8.44K Buy
+293
New +$8.27K ﹤0.01% 262

Other funds holding NI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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 $344B AUM 42.99% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

TruNorth Capital Management's NI Position: Q4 2025 in Review

TruNorth Capital Management sold out of NiSource (NI) in Q4 2025, closing a stake of 383 shares — an estimated $16.6K sold.

TruNorth Capital Management first reported a position in NI in Q2 2024 and held it in 6 quarters. The position peaked at $16.6K in Q3 2025. 835 funds tracked by Wall St. Rank hold NI as of Q4 2025.

  • TruNorth Capital Management reported no remaining NiSource position as of Q4 2025 after selling out during the quarter.
  • TruNorth Capital Management sold 383 NiSource shares in Q4 2025, an estimated $16.6K.
  • TruNorth Capital Management first reported a position in NiSource in Q2 2024 and held it in 6 quarters.
  • TruNorth Capital Management's NiSource position peaked at $16.6K in Q3 2025.
  • 835 funds tracked by Wall St. Rank held NiSource as of Q4 2025.

Based on TruNorth Capital Management's 13F filing for Q4 2025, filed 11 Feb 2026.