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
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 $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.