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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
2023
Q4 		– Sell
-23,500
Closed -$5.8K – 2424
2023
Q3 		$5.8K Buy
+23,500
New +$635K ﹤0.01% 2202

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

Private Advisor Group's NI Position: Q2 2026 in Review

Private Advisor Group increased its NiSource (NI) stake by 13% in Q2 2026, buying an estimated $55.7K and bringing the position to 10,476 shares worth $498K. The position accounts for ﹤0.01% of the portfolio, ranked #1805.

Private Advisor Group first reported a position in NI in Q3 2014 and has held it in 41 quarters since. The position peaked at $836K in Q2 2019. 915 funds tracked by Wall St. Rank hold NI as of Q2 2026.

  • Private Advisor Group held 10,476 shares of NiSource worth $498K as of Q2 2026.
  • Private Advisor Group bought 1,177 NiSource shares in Q2 2026, an estimated $55.7K.
  • NiSource made up ﹤0.01% of Private Advisor Group's portfolio in Q2 2026, its #1805 holding.
  • Private Advisor Group first reported a position in NiSource in Q3 2014 and has held it in 41 quarters since.
  • Private Advisor Group's NiSource position peaked at $836K in Q2 2019.
  • 915 funds tracked by Wall St. Rank held NiSource as of Q2 2026.

Based on Private Advisor Group's 13F filing for Q2 2026, filed 27 Jul 2026.