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 $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

UBS Group's NI Position: Q2 2026 in Review

UBS Group reduced its NiSource (NI) stake by 65% in Q2 2026, selling an estimated $181M and leaving 2,046,373 shares worth $97.3M. The position accounts for 0.01% of the portfolio, ranked #1144.

UBS Group first reported a position in NI in Q4 2014 and has held it in 47 quarters since. The position peaked at $274M in Q1 2026. 915 funds tracked by Wall St. Rank hold NI as of Q2 2026.

UBS Group held 2,046,373 shares of NiSource worth $97.3M as of Q2 2026.
UBS Group sold 3,827,420 NiSource shares in Q2 2026, an estimated $181M.
NiSource made up 0.01% of UBS Group's portfolio in Q2 2026, its #1144 holding.
UBS Group first reported a position in NiSource in Q4 2014 and has held it in 47 quarters since.
UBS Group's NiSource position peaked at $274M in Q1 2026.
915 funds tracked by Wall St. Rank held NiSource as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.