Wright Investors Service’s NiSource NI Stock Holding History

Wright Investors Service’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	-10,992	Closed	-$476K	–	156
2025 Q3	$476K	Buy	+10,992	New	+$455K	0.14%	121

Other funds holding NI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Wright Investors Service's NI Position: Q4 2025 in Review

Wright Investors Service sold out of NiSource (NI) in Q4 2025, closing a stake of 10,992 shares — an estimated $476K sold.

Wright Investors Service first reported a position in NI in Q3 2025 and held it in 1 quarter. The position peaked at $476K in Q3 2025. 835 funds tracked by Wall St. Rank hold NI as of Q4 2025.

Wright Investors Service reported no remaining NiSource position as of Q4 2025 after selling out during the quarter.
Wright Investors Service sold 10,992 NiSource shares in Q4 2025, an estimated $476K.
Wright Investors Service first reported a position in NiSource in Q3 2025 and held it in 1 quarter.
Wright Investors Service's NiSource position peaked at $476K in Q3 2025.
835 funds tracked by Wall St. Rank held NiSource as of Q4 2025.

Based on Wright Investors Service's 13F filing for Q4 2025, filed 26 Jan 2026.