TwinBeech Capital’s NiSource NI Stock Holding History

TwinBeech Capital’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	$318K	Buy	+6,820	New	+$307K	0.03%	439
2025 Q4	–	Sell	-15,910	Closed	-$689K	–	768
2025 Q3	$689K	Buy	+15,910	New	+$659K	0.03%	360
2025 Q2	–	Sell	-28,966	Closed	-$1.16M	–	887
2025 Q1	$1.16M	Buy	+28,966	New	+$1.12M	0.02%	467
2024 Q1	–	Sell	-220,423	Closed	-$5.85M	–	768
2023 Q4	$5.85M	Buy	220,423 +100,471	+84%	+$2.58M	0.09%	250
2023 Q3	$2.96M	Buy	+119,952	New	+$3.24M	0.06%	351
2023 Q2	–	Sell	-39,303	Closed	-$1.1M	–	773
2023 Q1	$1.1M	Sell	39,303 -109,755	-74%	-$3M	0.02%	444
2022 Q4	$4.09M	Buy	+149,058	New	+$3.92M	0.08%	299
2022 Q2	–	Sell	-38,926	Closed	-$1.24M	–	653
2022 Q1	$1.24M	Buy	+38,926	New	+$1.13M	0.05%	290
2021 Q1	–	Sell	-78,358	Closed	-$1.8M	–	596
2020 Q4	$1.8M	Sell	78,358 -5,598	-7%	-$131K	0.29%	112
2020 Q3	$1.85M	Buy	+83,956	New	+$1.95M	0.4%	75
2020 Q1	–	Sell	-10,586	Closed	-$295K	–	415
2019 Q4	$295K	Buy	+10,586	New	+$290K	0.09%	301

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

TwinBeech Capital's NI Position: Q1 2026 in Review

TwinBeech Capital opened a new position in NiSource (NI) in Q1 2026: 6,820 shares worth $318K. The stake represents 0.03% of the portfolio and ranks #439 among its holdings. This is a return to the name: TwinBeech Capital previously reported a position in NI as recently as Q3 2025.

TwinBeech Capital first reported a position in NI in Q4 2019 and has held it in 11 quarters since. The position peaked at $5.85M in Q4 2023. 877 funds tracked by Wall St. Rank hold NI as of Q1 2026.

TwinBeech Capital held 6,820 shares of NiSource worth $318K as of Q1 2026.
NiSource was a new TwinBeech Capital position in Q1 2026.
NiSource made up 0.03% of TwinBeech Capital's portfolio in Q1 2026, its #439 holding.
TwinBeech Capital first reported a position in NiSource in Q4 2019 and has held it in 11 quarters since.
TwinBeech Capital's NiSource position peaked at $5.85M in Q4 2023.
877 funds tracked by Wall St. Rank held NiSource as of Q1 2026.

Based on TwinBeech Capital's 13F filing for Q1 2026, filed 15 May 2026.