Nisa Investment Advisors
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Nisa Investment Advisors’s Apogee Enterprises APOG Stock Holding History

Nisa Investment Advisors’s Portfolio APOG Stock Details APOG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$131K Buy
2,863
+1,198
+72% +$44.7K ﹤0.01% 1421
2026
Q1 		$55.8K Buy
1,665
+28
+2% +$1.04K ﹤0.01% 1618
2025
Q4 		$59.6K Sell
1,637
-12,337
-88% -$466K ﹤0.01% 1578
2025
Q3 		$609K Buy
13,974
+12,332
+751% +$529K ﹤0.01% 977
2025
Q2 		$66.7K Sell
1,642
-8,510
-84% -$351K ﹤0.01% 1519
2025
Q1 		$470K Buy
10,152
+8,325
+456% +$425K ﹤0.01% 1022
2024
Q4 		$130K Buy
1,827
+46
+3% +$3.61K ﹤0.01% 1401
2024
Q3 		$125K Buy
1,781
+54
+3% +$3.48K ﹤0.01% 1386
2024
Q2 		$109K Buy
1,727
+27
+2% +$1.68K ﹤0.01% 1454
2024
Q1 		$101K Buy
1,700
+256
+18% +$14.1K ﹤0.01% 1463
2023
Q4 		$77.1K Sell
1,444
-491
-25% -$22.9K ﹤0.01% 1513
2023
Q3 		$91.1K Hold
1,935
– – ﹤0.01% 1538
2023
Q2 		$91.9K Sell
1,935
-17
-0.9% -$709 ﹤0.01% 1532
2023
Q1 		$84K Sell
1,952
-170
-8% -$7.64K ﹤0.01% 1553
2022
Q4 		$94K Hold
2,122
– – ﹤0.01% 1574
2022
Q3 		$97K Buy
2,122
+22
+1% +$896 ﹤0.01% 1514
2022
Q2 		$82K Sell
2,100
-670
-24% -$28.7K ﹤0.01% 1557
2022
Q1 		$131K Buy
+2,770
New +$129K ﹤0.01% 1529
2021
Q4 		– Sell
-3,050
Closed -$115 – 2197
2021
Q3 		$115 Hold
3,050
– – ﹤0.01% 1633
2021
Q2 		$124 Hold
3,050
– – ﹤0.01% 1587
2021
Q1 		$125 Hold
3,050
– – ﹤0.01% 1657
2020
Q4 		$97K Buy
3,050
+700
+30% +$18.9K ﹤0.01% 1736
2020
Q3 		$50K Buy
2,350
+1,800
+327% +$39.4K ﹤0.01% 1806
2020
Q2 		$13K Hold
550
– – ﹤0.01% 1858
2020
Q1 		$11K Buy
550
+180
+49% +$5.26K ﹤0.01% 1830
2019
Q4 		$12K Hold
370
– – ﹤0.01% 1792
2019
Q3 		$14K Buy
370
+160
+76% +$6.33K ﹤0.01% 1693
2019
Q2 		$9K Hold
210
– – ﹤0.01% 1767
2019
Q1 		$8K Hold
210
– – ﹤0.01% 1808
2018
Q4 		$6K Sell
210
-4,950
-96% -$177K ﹤0.01% 1757
2018
Q3 		$213K Hold
5,160
– – ﹤0.01% 1300
2018
Q2 		$249K Hold
5,160
– – ﹤0.01% 1215
2018
Q1 		$224K Hold
5,160
– – ﹤0.01% 1205
2017
Q4 		$236K Hold
5,160
– – ﹤0.01% 1224
2017
Q3 		$249K Hold
5,160
– – ﹤0.01% 1205
2017
Q2 		$293K Hold
5,160
– – ﹤0.01% 1149
2017
Q1 		$308K Sell
5,160
-190
-4% -$10.9K ﹤0.01% 1155
2016
Q4 		$287K Hold
5,350
– – ﹤0.01% 1175
2016
Q3 		$239K Hold
5,350
– – ﹤0.01% 1182
2016
Q2 		$248K Buy
5,350
+150
+3% +$6.52K ﹤0.01% 1174
2016
Q1 		$228K Hold
5,200
– – ﹤0.01% 1192
2015
Q4 		$226K Hold
5,200
– – ﹤0.01% 1160
2015
Q3 		$232K Hold
5,200
– – ﹤0.01% 1170
2015
Q2 		$274K Hold
5,200
– – ﹤0.01% 1179
2015
Q1 		$225K Buy
5,200
+400
+8% +$17.5K ﹤0.01% 1259
2014
Q4 		$203K Buy
+4,800
New +$205K ﹤0.01% 1247

Other funds holding APOG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
IP
Isthmus Partners Madison, Wisconsin $1.03B AUM 22.86% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return

Nisa Investment Advisors's APOG Position: Q2 2026 in Review

Nisa Investment Advisors increased its Apogee Enterprises (APOG) stake by 72% in Q2 2026, buying an estimated $44.7K and bringing the position to 2,863 shares worth $131K. The position accounts for ﹤0.01% of the portfolio, ranked #1421.

Nisa Investment Advisors first reported a position in APOG in Q4 2014 and has held it in 46 quarters since. The position peaked at $609K in Q3 2025. 86 funds tracked by Wall St. Rank hold APOG as of Q2 2026.

  • Nisa Investment Advisors held 2,863 shares of Apogee Enterprises worth $131K as of Q2 2026.
  • Nisa Investment Advisors bought 1,198 Apogee Enterprises shares in Q2 2026, an estimated $44.7K.
  • Apogee Enterprises made up ﹤0.01% of Nisa Investment Advisors's portfolio in Q2 2026, its #1421 holding.
  • Nisa Investment Advisors first reported a position in Apogee Enterprises in Q4 2014 and has held it in 46 quarters since.
  • Nisa Investment Advisors's Apogee Enterprises position peaked at $609K in Q3 2025.
  • 86 funds tracked by Wall St. Rank held Apogee Enterprises as of Q2 2026.

Based on Nisa Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.