Y-Intercept (HK)’s NiSource NI Stock Holding History

Y-Intercept (HK)’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	$4.23M	Sell	88,915 -8,051	-8%	-$381K	0.08%	334
2026 Q1	$4.52M	Buy	96,966 +61,787	+176%	+$2.78M	0.09%	356
2025 Q4	$1.47M	Buy	35,179 +21,020	+148%	+$898K	0.03%	782
2025 Q3	$613K	Sell	14,159 -24,060	-63%	-$996K	0.01%	1186
2025 Q2	$1.54M	Buy	+38,219	New	+$1.5M	0.04%	724
2024 Q4	–	Sell	-47,085	Closed	-$1.63M	–	1503
2024 Q3	$1.63M	Buy	+47,085	New	+$1.5M	0.1%	268
2024 Q2	–	Sell	-11,897	Closed	-$329K	–	1741
2024 Q1	$329K	Sell	11,897 -3,218	-21%	-$84.6K	0.02%	917
2023 Q4	$401K	Buy	+15,115	New	+$388K	0.04%	703
2023 Q2	–	Sell	-21,921	Closed	-$613K	–	1569
2023 Q1	$613K	Buy	+21,921	New	+$600K	0.07%	426
2022 Q4	–	Sell	-53,740	Closed	-$1.35M	–	1233
2022 Q3	$1.35M	Buy	+53,740	New	+$1.58M	0.14%	225
2022 Q2	–	Sell	-38,031	Closed	-$1.21M	–	1083
2022 Q1	$1.21M	Sell	38,031 -20,441	-35%	-$593K	0.28%	79
2021 Q4	$1.61M	Buy	+58,472	New	+$1.49M	0.38%	54
2021 Q2	–	Sell	-27,573	Closed	-$661K	–	804
2021 Q1	$661K	Buy	+27,573	New	+$622K	0.18%	182

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

Y-Intercept (HK)'s NI Position: Q2 2026 in Review

Y-Intercept (HK) reduced its NiSource (NI) stake by 8.3% in Q2 2026, selling an estimated $381K and leaving 88,915 shares worth $4.23M. The position accounts for 0.08% of the portfolio, ranked #334.

Y-Intercept (HK) first reported a position in NI in Q1 2021 and has held it in 13 quarters since. The position peaked at $4.52M in Q1 2026. 914 funds tracked by Wall St. Rank hold NI as of Q2 2026.

Y-Intercept (HK) held 88,915 shares of NiSource worth $4.23M as of Q2 2026.
Y-Intercept (HK) sold 8,051 NiSource shares in Q2 2026, an estimated $381K.
NiSource made up 0.08% of Y-Intercept (HK)'s portfolio in Q2 2026, its #334 holding.
Y-Intercept (HK) first reported a position in NiSource in Q1 2021 and has held it in 13 quarters since.
Y-Intercept (HK)'s NiSource position peaked at $4.52M in Q1 2026.
914 funds tracked by Wall St. Rank held NiSource as of Q2 2026.

Based on Y-Intercept (HK)'s 13F filing for Q2 2026, filed 14 Jul 2026.