GI
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GAMMA Investing’s NiSource NI Stock Holding History

GAMMA Investing’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
Q3 		$1.18M Sell
30,220
-745
-2% -$32K 0.04% 369
2026
Q2 		$1.47M Buy
30,965
+2,416
+8% +$114K 0.05% 286
2026
Q1 		$1.33M Buy
28,549
+2,151
+8% +$96.9K 0.06% 264
2025
Q4 		$1.1M Buy
26,398
+1,202
+5% +$51.4K 0.06% 289
2025
Q3 		$1.09M Buy
25,196
+2,188
+10% +$90.6K 0.06% 270
2025
Q2 		$928K Buy
23,008
+1,273
+6% +$49.9K 0.06% 289
2025
Q1 		$871K Buy
21,735
+3,486
+19% +$134K 0.07% 270
2024
Q4 		$671K Buy
18,249
+3,689
+25% +$132K 0.06% 292
2024
Q3 		$505K Buy
14,560
+2,919
+25% +$93.1K 0.05% 334
2024
Q2 		$335K Buy
11,641
+4,106
+54% +$116K 0.05% 355
2024
Q1 		$208K Buy
7,535
+697
+10% +$18.3K 0.04% 377
2023
Q4 		$178K Buy
+6,838
New +$176K 0.05% 342

Other funds holding NI

AIM
Ausbil Investment Management Sydney, Australia $199M AUM 17.66% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $563M AUM 13.12% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
SCI
Stableford Capital II Scottsdale, Arizona $288M AUM 21.3% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

GAMMA Investing's NI Position: Q3 2026 in Review

GAMMA Investing reduced its NiSource (NI) stake by 2.4% in Q3 2026, selling an estimated $32K and leaving 30,220 shares worth $1.18M. The position accounts for 0.04% of the portfolio, ranked #369.

GAMMA Investing first reported a position in NI in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.47M in Q2 2026. 21 funds tracked by Wall St. Rank hold NI as of Q3 2026.

  • GAMMA Investing held 30,220 shares of NiSource worth $1.18M as of Q3 2026.
  • GAMMA Investing sold 745 NiSource shares in Q3 2026, an estimated $32K.
  • NiSource made up 0.04% of GAMMA Investing's portfolio in Q3 2026, its #369 holding.
  • GAMMA Investing first reported a position in NiSource in Q4 2023 and has held it in 12 quarters since.
  • GAMMA Investing's NiSource position peaked at $1.47M in Q2 2026.
  • 21 funds tracked by Wall St. Rank held NiSource as of Q3 2026.

Based on GAMMA Investing's 13F filing for Q3 2026, filed 8 Oct 2026.