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HighPoint Advisor Group’s NiSource NI Stock Holding History

HighPoint Advisor 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
Q1 		– Sell
-7,893
Closed -$330K – 908
2025
Q4 		$330K Sell
7,893
-43
-0.5% -$1.84K 0.01% 811
2025
Q3 		$344K Buy
7,936
+882
+13% +$36.5K 0.02% 492
2025
Q2 		$285K Buy
7,054
+281
+4% +$11K 0.02% 534
2025
Q1 		$269K Buy
6,773
+368
+6% +$14.2K 0.02% 520
2024
Q4 		$245K Buy
6,405
+189
+3% +$6.79K 0.01% 586
2024
Q3 		$215K Sell
6,216
-3,746
-38% -$120K 0.01% 592
2024
Q2 		$313K Buy
9,962
+1,571
+19% +$44.3K 0.02% 455
2024
Q1 		$242K Sell
8,391
-59
-0.7% -$1.55K 0.02% 533
2023
Q4 		$229K Buy
+8,450
New +$217K 0.02% 546
2016
Q3 		– Sell
-21,634
Closed -$538K – 307
2016
Q2 		$538K Buy
21,634
+4,739
+28% +$114K 0.19% 134
2016
Q1 		$376K Buy
16,895
+4,551
+37% +$97.6K 0.23% 119
2015
Q4 		$250K Buy
+12,344
New +$237K 0.16% 158

Other funds holding NI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

HighPoint Advisor Group's NI Position: Q1 2026 in Review

HighPoint Advisor Group sold out of NiSource (NI) in Q1 2026, closing a stake of 7,893 shares — an estimated $330K sold.

HighPoint Advisor Group first reported a position in NI in Q4 2015 and held it in 12 quarters. The position peaked at $538K in Q2 2016. 877 funds tracked by Wall St. Rank hold NI as of Q1 2026.

  • HighPoint Advisor Group reported no remaining NiSource position as of Q1 2026 after selling out during the quarter.
  • HighPoint Advisor Group sold 7,893 NiSource shares in Q1 2026, an estimated $330K.
  • HighPoint Advisor Group first reported a position in NiSource in Q4 2015 and held it in 12 quarters.
  • HighPoint Advisor Group's NiSource position peaked at $538K in Q2 2016.
  • 877 funds tracked by Wall St. Rank held NiSource as of Q1 2026.

Based on HighPoint Advisor Group's 13F filing for Q1 2026, filed 14 May 2026.