Twin Tree Management’s NiSource NI Stock Holding History

Twin Tree 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 Q1	–	Sell	-17,500	Closed	-$731K	–	1583
2025 Q4	$731K	Buy	17,500 +1,400	+9%	+$59.8K	0.01%	1066
2025 Q3	$697K	Buy	+16,100	New	+$667K	﹤0.01%	1242
2023 Q2	–	Sell	-66,600	Closed	-$1.86M	–	1438
2023 Q1	$1.86M	Sell	66,600 -100	-0.1%	-$2.74K	﹤0.01%	918
2022 Q4	$1.83M	Buy	+66,700	New	+$1.75M	﹤0.01%	950
2019 Q2	–	Sell	-34,400	Closed	-$986K	–	1467
2019 Q1	$986K	Hold	34,400	–	–	0.01%	831
2018 Q4	$872K	Buy	+34,400	New	+$887K	0.01%	885
2015 Q3	–	Sell	-16,797	Closed	-$301K	–	1459
2015 Q2	$301K	Hold	16,797	–	–	0.01%	995
2015 Q1	$291K	Sell	16,797 -43,265	-72%	-$733K	0.01%	902
2014 Q4	$1M	Buy	60,062 +30,794	+105%	+$501K	0.03%	586
2014 Q3	$471K	Buy	+29,268	New	+$447K	0.01%	721

Other funds holding NI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Twin Tree Management's NI Position: Q1 2026 in Review

Twin Tree Management sold out of NiSource (NI) in Q1 2026, closing a stake of 2,358 shares — an estimated $98.5K sold.

Twin Tree Management first reported a position in NI in Q2 2014 and held it in 18 quarters. The position peaked at $11.7M in Q4 2023. 877 funds tracked by Wall St. Rank hold NI as of Q1 2026.

Twin Tree Management reported no remaining NiSource position as of Q1 2026 after selling out during the quarter.
Twin Tree Management sold 2,358 NiSource shares in Q1 2026, an estimated $98.5K.
Twin Tree Management first reported a position in NiSource in Q2 2014 and held it in 18 quarters.
Twin Tree Management's NiSource position peaked at $11.7M in Q4 2023.
877 funds tracked by Wall St. Rank held NiSource as of Q1 2026.

Based on Twin Tree Management's 13F filing for Q1 2026, filed 14 May 2026.