J. Safra Sarasin Holding’s NiSource NI Stock Holding History

J. Safra Sarasin Holding’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	$1.68M	Buy	35,465 +28,758	+429%	+$1.36M	0.02%	294
2026 Q1	$313K	Sell	6,707 -55,606	-89%	-$2.51M	0.01%	484
2025 Q4	$2.6M	Sell	62,313 -1,883	-3%	-$80.4K	0.04%	178
2025 Q3	$2.78M	Sell	64,196 -3,361	-5%	-$139K	0.04%	186
2025 Q2	$2.73M	Sell	67,557 -4,831	-7%	-$189K	0.05%	175
2025 Q1	$2.9M	Sell	72,388 -1,198	-2%	-$46.1K	0.05%	178
2024 Q4	$2.71M	Sell	73,586 -5,483	-7%	-$197K	0.05%	188
2024 Q3	$2.74M	Buy	+79,069	New	+$2.52M	0.05%	184

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

California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 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

J. Safra Sarasin Holding's NI Position: Q2 2026 in Review

J. Safra Sarasin Holding increased its NiSource (NI) stake by 429% in Q2 2026, buying an estimated $1.36M and bringing the position to 35,465 shares worth $1.68M. The position accounts for 0.02% of the portfolio, ranked #294.

J. Safra Sarasin Holding first reported a position in NI in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.9M in Q1 2025. 912 funds tracked by Wall St. Rank hold NI as of Q2 2026.

J. Safra Sarasin Holding held 35,465 shares of NiSource worth $1.68M as of Q2 2026.
J. Safra Sarasin Holding bought 28,758 NiSource shares in Q2 2026, an estimated $1.36M.
NiSource made up 0.02% of J. Safra Sarasin Holding's portfolio in Q2 2026, its #294 holding.
J. Safra Sarasin Holding first reported a position in NiSource in Q3 2024 and has held it in 8 quarters since.
J. Safra Sarasin Holding's NiSource position peaked at $2.9M in Q1 2025.
912 funds tracked by Wall St. Rank held NiSource as of Q2 2026.

Based on J. Safra Sarasin Holding's 13F filing for Q2 2026, filed 31 Jul 2026.