NAAA
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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
Q2 		$1.06M Sell
22,252
-876
-4% -$41.5K 0.04% 452
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

New Age Alpha Advisors's NI Position: Q2 2026 in Review

New Age Alpha Advisors reduced its NiSource (NI) stake by 3.8% in Q2 2026, selling an estimated $41.5K and leaving 22,252 shares worth $1.06M. The position accounts for 0.04% of the portfolio, ranked #452.

New Age Alpha Advisors first reported a position in NI in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.08M in Q1 2026. 914 funds tracked by Wall St. Rank hold NI as of Q2 2026.

  • New Age Alpha Advisors held 22,252 shares of NiSource worth $1.06M as of Q2 2026.
  • New Age Alpha Advisors sold 876 NiSource shares in Q2 2026, an estimated $41.5K.
  • NiSource made up 0.04% of New Age Alpha Advisors's portfolio in Q2 2026, its #452 holding.
  • New Age Alpha Advisors first reported a position in NiSource in Q3 2024 and has held it in 8 quarters since.
  • New Age Alpha Advisors's NiSource position peaked at $1.08M in Q1 2026.
  • 914 funds tracked by Wall St. Rank held NiSource as of Q2 2026.

Based on New Age Alpha Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.