Principal Financial Group’s NiSource NI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $79.7M | Sell |
1,675,691
-38,065
| -2% | -$1.8M | 0.04% | 369 |
|
|
2026
Q1 | $80M | Sell |
1,713,756
-81,884
| -5% | -$3.69M | 0.04% | 349 |
|
|
2025
Q4 | $75M | Sell |
1,795,640
-6,007
| -0.3% | -$257K | 0.04% | 347 |
|
|
2025
Q3 | $78M | Sell |
1,801,647
-67,962
| -4% | -$2.81M | 0.04% | 342 |
|
|
2025
Q2 | $75.4M | Sell |
1,869,609
-343,943
| -16% | -$13.5M | 0.04% | 348 |
|
|
2025
Q1 | $88.7M | Sell |
2,213,552
-121,187
| -5% | -$4.67M | 0.05% | 299 |
|
|
2024
Q4 | $85.8M | Buy |
2,334,739
+90,755
| +4% | +$3.26M | 0.05% | 322 |
|
|
2024
Q3 | $77.8M | Buy |
2,243,984
+255,348
| +13% | +$8.15M | 0.04% | 344 |
|
|
2024
Q2 | $57.3M | Buy |
1,988,636
+10,433
| +0.5% | +$294K | 0.03% | 402 |
|
|
2024
Q1 | $54.7M | Sell |
1,978,203
-55,474
| -3% | -$1.46M | 0.03% | 454 |
|
|
2023
Q4 | $54M | Sell |
2,033,677
-58,616
| -3% | -$1.51M | 0.03% | 420 |
|
|
2023
Q3 | $51.6M | Sell |
2,092,293
-27,034
| -1% | -$731K | 0.04% | 401 |
|
|
2023
Q2 | $58M | Sell |
2,119,327
-32,354
| -2% | -$898K | 0.04% | 379 |
|
|
2023
Q1 | $60.2M | Buy |
2,151,681
+188,692
| +10% | +$5.16M | 0.04% | 371 |
|
|
2022
Q4 | $53.8M | Buy |
1,962,989
+64,926
| +3% | +$1.71M | 0.04% | 385 |
|
|
2022
Q3 | $47.8M | Sell |
1,898,063
-34,380
| -2% | -$1.01M | 0.04% | 392 |
|
|
2022
Q2 | $57M | Sell |
1,932,443
-38,608
| -2% | -$1.17M | 0.04% | 363 |
|
|
2022
Q1 | $62.7M | Buy |
1,971,051
+271,498
| +16% | +$7.88M | 0.04% | 379 |
|
|
2021
Q4 | $46.3M | Buy |
1,699,553
+248,203
| +17% | +$6.31M | 0.03% | 489 |
|
|
2021
Q3 | $35.2M | Buy |
1,451,350
+965,275
| +199% | +$24.1M | 0.02% | 570 |
|
|
2021
Q2 | $11.9M | Buy |
486,075
+11,398
| +2% | +$290K | 0.01% | 1341 |
|
|
2021
Q1 | $11.4M | Sell |
474,677
-26,289
| -5% | -$593K | 0.01% | 1330 |
|
|
2020
Q4 | $11.5M | Sell |
500,966
-38,056
| -7% | -$890K | 0.01% | 1146 |
|
|
2020
Q3 | $11.9M | Sell |
539,022
-31,262
| -5% | -$726K | 0.01% | 961 |
|
|
2020
Q2 | $13M | Buy |
570,284
+20,209
| +4% | +$488K | 0.01% | 896 |
|
|
2020
Q1 | $13.7M | Buy |
550,075
+8,792
| +2% | +$243K | 0.02% | 718 |
|
|
2019
Q4 | $15.1M | Sell |
541,283
-8,074
| -1% | -$221K | 0.01% | 1016 |
|
|
2019
Q3 | $16.4M | Buy |
549,357
+1,548
| +0.3% | +$45.4K | 0.01% | 911 |
|
|
2019
Q2 | $15.8M | Buy |
547,809
+8,502
| +2% | +$239K | 0.01% | 950 |
|
|
2019
Q1 | $15.5M | Buy |
539,307
+1,965
| +0.4% | +$53K | 0.01% | 951 |
|
|
2018
Q4 | $13.6M | Sell |
537,342
-13,133
| -2% | -$339K | 0.01% | 958 |
|
|
2018
Q3 | $13.7M | Buy |
550,475
+51,972
| +10% | +$1.38M | 0.01% | 1124 |
|
|
2018
Q2 | $13.1M | Sell |
498,503
-15,356
| -3% | -$376K | 0.01% | 1122 |
|
|
2018
Q1 | $12.3M | Sell |
513,859
-21,782
| -4% | -$516K | 0.01% | 1129 |
|
|
2017
Q4 | $13.8M | Buy |
535,641
+21,063
| +4% | +$559K | 0.01% | 1067 |
|
|
2017
Q3 | $13.2M | Buy |
514,578
+11,876
| +2% | +$312K | 0.01% | 1062 |
|
|
2017
Q2 | $12.7M | Buy |
502,702
+4,807
| +1% | +$120K | 0.01% | 1075 |
|
|
2017
Q1 | $11.8M | Buy |
497,895
+8,402
| +2% | +$192K | 0.01% | 1074 |
|
|
2016
Q4 | $10.8M | Sell |
489,493
-51,661
| -10% | -$1.15M | 0.01% | 1121 |
|
|
2016
Q3 | $13M | Buy |
541,154
+1,622
| +0.3% | +$40.6K | 0.02% | 938 |
|
|
2016
Q2 | $14.3M | Sell |
539,532
-346,781
| -39% | -$8.32M | 0.02% | 813 |
|
|
2016
Q1 | $20.9M | Sell |
886,313
-36,256
| -4% | -$778K | 0.03% | 564 |
|
|
2015
Q4 | $18M | Buy |
922,569
+438,228
| +90% | +$8.43M | 0.03% | 616 |
|
|
2015
Q3 | $8.98M | Sell |
484,341
-686,764
| -59% | -$11.7M | 0.01% | 993 |
|
|
2015
Q2 | $21M | Buy |
1,171,105
+9,987
| +0.9% | +$178K | 0.03% | 561 |
|
|
2015
Q1 | $20.1M | Buy |
1,161,118
+49,900
| +4% | +$846K | 0.03% | 540 |
|
|
2014
Q4 | $18.5M | Sell |
1,111,218
-280,065
| -20% | -$4.56M | 0.03% | 574 |
|
|
2014
Q3 | $22.4M | Buy |
1,391,283
+40,847
| +3% | +$624K | 0.04% | 454 |
|
|
2014
Q2 | $20.9M | Sell |
1,350,436
-276,051
| -17% | -$3.99M | 0.04% | 501 |
|
|
2014
Q1 | $22.7M | Sell |
1,626,487
-4,078,265
| -71% | -$55.1M | 0.04% | 451 |
|
|
2013
Q4 | $73.7M | Buy |
5,704,752
+132,429
| +2% | +$1.64M | 0.14% | 199 |
|
|
2013
Q3 | $67.6M | Buy |
5,572,323
+4,666,362
| +515% | +$55.3M | 0.14% | 193 |
|
|
2013
Q2 | $10.2M | Buy |
+905,961
| New | +$10.5M | 0.02% | 752 |
|
Other funds holding NI
Principal Financial Group's NI Position: Q2 2026 in Review
Principal Financial Group reduced its NiSource (NI) stake by 2.2% in Q2 2026, selling an estimated $1.8M and leaving 1,675,691 shares worth $79.7M. The position accounts for 0.04% of the portfolio, ranked #369.
Principal Financial Group first reported a position in NI in Q2 2013 and has held it in 53 quarters since. The position peaked at $88.7M in Q1 2025. 912 funds tracked by Wall St. Rank hold NI as of Q2 2026.
- Principal Financial Group held 1,675,691 shares of NiSource worth $79.7M as of Q2 2026.
- Principal Financial Group sold 38,065 NiSource shares in Q2 2026, an estimated $1.8M.
- NiSource made up 0.04% of Principal Financial Group's portfolio in Q2 2026, its #369 holding.
- Principal Financial Group first reported a position in NiSource in Q2 2013 and has held it in 53 quarters since.
- Principal Financial Group's NiSource position peaked at $88.7M in Q1 2025.
- 912 funds tracked by Wall St. Rank held NiSource as of Q2 2026.
Based on Principal Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.