HF Advisory Group’s NiSource NI Stock Holding History

HF Advisory Group’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	$3.04M	Buy	77,833 +8,401	+12%	+$361K	0.9%	44
2026 Q2	$3.3M	Buy	69,432 +4,312	+7%	+$204K	1.02%	36
2026 Q1	$3.04M	Buy	65,120 +5,839	+10%	+$263K	1.04%	33
2025 Q4	$2.48M	Buy	59,281 +4,703	+9%	+$201K	0.86%	41
2025 Q3	$2.36M	Buy	54,578 +4,030	+8%	+$167K	0.87%	43
2025 Q2	$2.04M	Buy	50,548 +6,910	+16%	+$271K	0.81%	46
2025 Q1	$1.75M	Sell	43,638 -1,884	-4%	-$72.6K	0.76%	46
2024 Q4	$1.67M	Sell	45,522 -14,225	-24%	-$511K	0.77%	45
2024 Q3	$2.07M	Buy	59,747 +536	+0.9%	+$17.1K	0.96%	32
2024 Q2	$1.71M	Sell	59,211 -1,525	-3%	-$43K	0.88%	39
2024 Q1	$1.68M	Buy	60,736 +2,024	+3%	+$53.2K	0.94%	35
2023 Q4	$1.56M	Buy	+58,712	New	+$1.51M	1%	34

Other funds holding NI

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Tema ETFs New York $2.69B AUM 42.96% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Goelzer Investment Management Carmel, Indiana $2.28B AUM 31.27% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Cantor Fitzgerald Investment Advisors New York $1.81B AUM 23.74% 1-Year Est. Return

Ausbil Investment Management Sydney, Australia $199M AUM 17.66% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

HF Advisory Group's NI Position: Q3 2026 in Review

HF Advisory Group increased its NiSource (NI) stake by 12% in Q3 2026, buying an estimated $361K and bringing the position to 77,833 shares worth $3.04M. The position accounts for 0.9% of the portfolio, ranked #44.

HF Advisory Group first reported a position in NI in Q4 2023 and has held it in 12 quarters since. The position peaked at $3.3M in Q2 2026. 154 funds tracked by Wall St. Rank hold NI as of Q3 2026.

HF Advisory Group held 77,833 shares of NiSource worth $3.04M as of Q3 2026.
HF Advisory Group bought 8,401 NiSource shares in Q3 2026, an estimated $361K.
NiSource made up 0.9% of HF Advisory Group's portfolio in Q3 2026, its #44 holding.
HF Advisory Group first reported a position in NiSource in Q4 2023 and has held it in 12 quarters since.
HF Advisory Group's NiSource position peaked at $3.3M in Q2 2026.
154 funds tracked by Wall St. Rank held NiSource as of Q3 2026.

Based on HF Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.