WCM
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Wedge Capital Management’s NiSource NI Stock Holding History

Wedge Capital Management’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 		– Sell
-115,829
Closed -$5.4M – 539
2026
Q1 		$5.4M Sell
115,829
-54,426
-32% -$2.45M 0.1% 193
2025
Q4 		$7.11M Sell
170,255
-22,485
-12% -$961K 0.13% 173
2025
Q3 		$8.35M Buy
192,740
+27,304
+17% +$1.13M 0.14% 170
2025
Q2 		$6.67M Sell
165,436
-6,344
-4% -$249K 0.12% 180
2025
Q1 		$6.89M Sell
171,780
-37,097
-18% -$1.43M 0.13% 168
2024
Q4 		$7.68M Buy
208,877
+3,306
+2% +$119K 0.14% 164
2024
Q3 		$7.12M Sell
205,571
-58,636
-22% -$1.87M 0.12% 181
2024
Q2 		$7.61M Buy
264,207
+93,971
+55% +$2.65M 0.13% 164
2024
Q1 		$4.71M Buy
+170,236
New +$4.48M 0.08% 242
2021
Q4 		– Sell
-597,008
Closed -$14.5M – 429
2021
Q3 		$14.5M Buy
597,008
+5,136
+0.9% +$128K 0.19% 197
2021
Q2 		$14.5M Sell
591,872
-15,808
-3% -$402K 0.18% 202
2021
Q1 		$14.7M Buy
+607,680
New +$13.7M 0.17% 191

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