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New Age Alpha Advisors’s NiSource NI Stock Holding History

New Age Alpha Advisors’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 		$1.08M Buy
23,128
+14,190
+159% +$639K 0.05% 398
2025
Q4 		$373K Sell
8,938
-349
-4% -$14.9K 0.02% 523
2025
Q3 		$402K Buy
9,287
+141
+2% +$5.84K 0.02% 521
2025
Q2 		$369K Buy
9,146
+3,555
+64% +$139K 0.02% 519
2025
Q1 		$224K Buy
5,591
+1,159
+26% +$44.6K 0.01% 633
2024
Q4 		$163K Buy
4,432
+3,944
+808% +$142K 0.01% 693
2024
Q3 		$16.9K Buy
+488
New +$15.6K 0.01% 120

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

New Age Alpha Advisors's NI Position: Q1 2026 in Review

New Age Alpha Advisors increased its NiSource (NI) stake by 159% in Q1 2026, buying an estimated $639K and bringing the position to 23,128 shares worth $1.08M. The position accounts for 0.05% of the portfolio, ranked #398.

New Age Alpha Advisors first reported a position in NI in Q3 2024 and has held it in 7 quarters since. 877 funds tracked by Wall St. Rank hold NI as of Q1 2026.

  • New Age Alpha Advisors held 23,128 shares of NiSource worth $1.08M as of Q1 2026.
  • New Age Alpha Advisors bought 14,190 NiSource shares in Q1 2026, an estimated $639K.
  • NiSource made up 0.05% of New Age Alpha Advisors's portfolio in Q1 2026, its #398 holding.
  • New Age Alpha Advisors first reported a position in NiSource in Q3 2024 and has held it in 7 quarters since.
  • 877 funds tracked by Wall St. Rank held NiSource as of Q1 2026.

Based on New Age Alpha Advisors's 13F filing for Q1 2026, filed 11 May 2026.