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Wealth High Governance Capital’s NiSource NI Stock Holding History

Wealth High Governance 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
2025
Q4 		– Sell
-180,000
Closed -$7.79M – 61
2025
Q3 		$7.79M Buy
+180,000
New +$7.45M 2.24% 18
2025
Q1 		– Sell
-62,078
Closed -$2.28M – 44
2024
Q4 		$2.28M Buy
+62,078
New +$2.23M 0.82% 36

Other funds holding NI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Wealth High Governance Capital's NI Position: Q4 2025 in Review

Wealth High Governance Capital sold out of NiSource (NI) in Q4 2025, closing a stake of 180,000 shares — an estimated $7.79M sold.

Wealth High Governance Capital first reported a position in NI in Q4 2024 and held it in 2 quarters. The position peaked at $7.79M in Q3 2025. 835 funds tracked by Wall St. Rank hold NI as of Q4 2025.

  • Wealth High Governance Capital reported no remaining NiSource position as of Q4 2025 after selling out during the quarter.
  • Wealth High Governance Capital sold 180,000 NiSource shares in Q4 2025, an estimated $7.79M.
  • Wealth High Governance Capital first reported a position in NiSource in Q4 2024 and held it in 2 quarters.
  • Wealth High Governance Capital's NiSource position peaked at $7.79M in Q3 2025.
  • 835 funds tracked by Wall St. Rank held NiSource as of Q4 2025.

Based on Wealth High Governance Capital's 13F filing for Q4 2025, filed 30 Jan 2026.