PAG
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Private Advisor Group’s NiSource NI Stock Holding History

Private Advisor Group’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 		$434K Sell
9,299
-1,103
-11% -$49.7K ﹤0.01% 1953
2025
Q4 		$434K Sell
10,402
-68
-0.6% -$2.9K ﹤0.01% 1913
2025
Q3 		$453K Buy
10,470
+32
+0.3% +$1.32K ﹤0.01% 1826
2025
Q2 		$421K Sell
10,438
-574
-5% -$22.5K ﹤0.01% 1772
2025
Q1 		$441K Buy
11,012
+211
+2% +$8.13K ﹤0.01% 1667
2024
Q4 		$397K Sell
10,801
-9,127
-46% -$328K ﹤0.01% 1712
2024
Q3 		$691K Sell
19,928
-1,733
-8% -$55.3K ﹤0.01% 1453
2024
Q2 		$624K Sell
21,661
-438
-2% -$12.4K ﹤0.01% 1450
2024
Q1 		$611K Buy
22,099
+3,675
+20% +$96.6K ﹤0.01% 1400
2023
Q4 		$489K Buy
18,424
+9,145
+99% +$235K ﹤0.01% 1497
2023
Q3 		$229K Buy
9,279
+40
+0.4% +$1.08K ﹤0.01% 1801
2023
Q2 		$253K Buy
9,239
+513
+6% +$14.2K ﹤0.01% 1730
2023
Q1 		$244K Buy
+8,726
New +$239K ﹤0.01% 1686
2022
Q4 		– Sell
-9,023
Closed -$227K – 1870
2022
Q3 		$227K Sell
9,023
-10,912
-55% -$321K ﹤0.01% 1617
2022
Q2 		$588K Buy
19,935
+1,310
+7% +$39.7K 0.01% 1321
2022
Q1 		$593K Buy
18,625
+2,614
+16% +$75.9K ﹤0.01% 1341
2021
Q4 		$442K Buy
16,011
+7,470
+87% +$190K ﹤0.01% 1506
2021
Q3 		$207K Buy
8,541
+118
+1% +$2.94K ﹤0.01% 1856
2021
Q2 		$206K Buy
+8,423
New +$214K ﹤0.01% 1816
2020
Q4 		– Sell
-10,904
Closed -$240K – 1808
2020
Q3 		$240K Sell
10,904
-548
-5% -$12.7K ﹤0.01% 1337
2020
Q2 		$260K Sell
11,452
-2,962
-21% -$71.5K ﹤0.01% 1264
2020
Q1 		$360K Buy
14,414
+2,721
+23% +$75.2K 0.01% 1008
2019
Q4 		$326K Buy
11,693
+1,375
+13% +$37.7K 0.01% 1231
2019
Q3 		$309K Sell
10,318
-18,726
-64% -$549K ﹤0.01% 1282
2019
Q2 		$836K Buy
29,044
+17,519
+152% +$493K 0.02% 815
2019
Q1 		$329K Sell
11,525
-762
-6% -$20.5K 0.01% 1154
2018
Q4 		$311K Buy
12,287
+1,069
+10% +$27.6K 0.01% 1009
2018
Q3 		$280K Buy
11,218
+2,449
+28% +$64.8K 0.01% 1254
2018
Q2 		$232K Buy
+8,769
New +$215K ﹤0.01% 1111
2018
Q1 		– Sell
-8,687
Closed -$217K – 1312
2017
Q4 		$217K Sell
8,687
-702
-7% -$18.6K 0.01% 1040
2017
Q3 		$243K Buy
9,389
+1,362
+17% +$35.8K 0.01% 1251
2017
Q2 		$202K Sell
8,027
-3,219
-29% -$80.2K 0.01% 1257
2017
Q1 		$267K Buy
11,246
+1,549
+16% +$35.4K 0.01% 1136
2016
Q4 		$215K Buy
+9,697
New +$216K 0.01% 1115
2016
Q1 		– Sell
-16,115
Closed -$314K – 1092
2015
Q4 		$314K Buy
16,115
+1,379
+9% +$26.5K 0.02% 771
2015
Q3 		$273K Sell
14,736
-20,930
-59% -$358K 0.02% 767
2015
Q2 		$639K Buy
35,666
+1,797
+5% +$32K 0.03% 512
2015
Q1 		$588K Sell
33,869
-1,708
-5% -$28.9K 0.03% 503
2014
Q4 		$593K Buy
35,577
+21,429
+151% +$349K 0.04% 486
2014
Q3 		$228K Buy
+14,148
New +$216K 0.02% 800

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

Private Advisor Group's NI Position: Q1 2026 in Review

Private Advisor Group reduced its NiSource (NI) stake by 11% in Q1 2026, selling an estimated $49.7K and leaving 9,299 shares worth $434K. The position accounts for ﹤0.01% of the portfolio, ranked #1953.

Private Advisor Group first reported a position in NI in Q3 2014 and has held it in 40 quarters since. The position peaked at $836K in Q2 2019. 877 funds tracked by Wall St. Rank hold NI as of Q1 2026.

  • Private Advisor Group held 9,299 shares of NiSource worth $434K as of Q1 2026.
  • Private Advisor Group sold 1,103 NiSource shares in Q1 2026, an estimated $49.7K.
  • NiSource made up ﹤0.01% of Private Advisor Group's portfolio in Q1 2026, its #1953 holding.
  • Private Advisor Group first reported a position in NiSource in Q3 2014 and has held it in 40 quarters since.
  • Private Advisor Group's NiSource position peaked at $836K in Q2 2019.
  • 877 funds tracked by Wall St. Rank held NiSource as of Q1 2026.

Based on Private Advisor Group's 13F filing for Q1 2026, filed 27 Apr 2026.