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 Q2	$504K	Buy	10,608 +3,788	+56%	+$179K	0.09%	231
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

TwinBeech Capital's NI Position: Q2 2026 in Review

TwinBeech Capital increased its NiSource (NI) stake by 56% in Q2 2026, buying an estimated $179K and bringing the position to 10,608 shares worth $504K. The position accounts for 0.09% of the portfolio, ranked #231.

TwinBeech Capital first reported a position in NI in Q4 2019 and has held it in 12 quarters since. The position peaked at $5.85M in Q4 2023. 915 funds tracked by Wall St. Rank hold NI as of Q2 2026.

TwinBeech Capital held 10,608 shares of NiSource worth $504K as of Q2 2026.
TwinBeech Capital bought 3,788 NiSource shares in Q2 2026, an estimated $179K.
NiSource made up 0.09% of TwinBeech Capital's portfolio in Q2 2026, its #231 holding.
TwinBeech Capital first reported a position in NiSource in Q4 2019 and has held it in 12 quarters since.
TwinBeech Capital's NiSource position peaked at $5.85M in Q4 2023.
915 funds tracked by Wall St. Rank held NiSource as of Q2 2026.

Based on TwinBeech Capital's 13F filing for Q2 2026, filed 14 Aug 2026.