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

Other funds holding NI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Wedge Capital Management's NI Position: Q2 2026 in Review

Wedge Capital Management sold out of NiSource (NI) in Q2 2026, closing a stake of 115,829 shares — an estimated $5.4M sold.

Wedge Capital Management first reported a position in NI in Q1 2021 and held it in 12 quarters. The position peaked at $14.7M in Q1 2021. 914 funds tracked by Wall St. Rank hold NI as of Q2 2026.

  • Wedge Capital Management reported no remaining NiSource position as of Q2 2026 after selling out during the quarter.
  • Wedge Capital Management sold 115,829 NiSource shares in Q2 2026, an estimated $5.4M.
  • Wedge Capital Management first reported a position in NiSource in Q1 2021 and held it in 12 quarters.
  • Wedge Capital Management's NiSource position peaked at $14.7M in Q1 2021.
  • 914 funds tracked by Wall St. Rank held NiSource as of Q2 2026.

Based on Wedge Capital Management's 13F filing for Q2 2026, filed 10 Jul 2026.