UBS Group’s NiSource NI Stock Holding History

UBS Group’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	-39,500	Closed	-$1.71M	–	10963
2025 Q3	$1.71M	Buy	+39,500	New	+$1.64M	﹤0.01%	5105
2021 Q1	–	Sell	-63,000	Closed	-$1.45M	–	9316
2020 Q4	$1.45M	Buy	63,000 +21,400	+51%	+$500K	﹤0.01%	3703
2020 Q3	$915K	Buy	+41,600	New	+$965K	﹤0.01%	3707
2018 Q3	–	Sell	-10,000	Closed	-$263K	–	8154
2018 Q2	$263K	Hold	10,000	–	–	﹤0.01%	4762
2018 Q1	$239K	Sell	10,000 -40,800	-80%	-$966K	﹤0.01%	4671
2017 Q4	$1.3M	Buy	+50,800	New	+$1.35M	﹤0.01%	3552
2017 Q2	–	Sell	-33,000	Closed	-$785K	–	7874
2017 Q1	$785K	Buy	+33,000	New	+$755K	﹤0.01%	3720
2015 Q3	–	Sell	-418,653	Closed	-$7.5M	–	8548
2015 Q2	$7.5M	Sell	418,653 -117,579	-22%	-$2.09M	0.01%	1711
2015 Q1	$9.3M	Buy	536,232 +364,444	+212%	+$6.18M	0.01%	1532
2014 Q4	$2.86M	Buy	+171,788	New	+$2.8M	﹤0.01%	2572

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

UBS Group's NI Position: Q1 2026 in Review

UBS Group increased its NiSource (NI) stake by 20% in Q1 2026, buying an estimated $45M and bringing the position to 5,873,793 shares worth $274M. The position accounts for 0.04% of the portfolio, ranked #468.

UBS Group first reported a position in NI in Q4 2014 and has held it in 46 quarters since. 878 funds tracked by Wall St. Rank hold NI as of Q1 2026.

UBS Group held 5,873,793 shares of NiSource worth $274M as of Q1 2026.
UBS Group bought 998,526 NiSource shares in Q1 2026, an estimated $45M.
NiSource made up 0.04% of UBS Group's portfolio in Q1 2026, its #468 holding.
UBS Group first reported a position in NiSource in Q4 2014 and has held it in 46 quarters since.
878 funds tracked by Wall St. Rank held NiSource as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.