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Sage Mountain Advisors’s NiSource NI Stock Holding History

Sage Mountain Advisors’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 		– Sell
-11,288
Closed -$471K – 474
2025
Q4 		$471K Buy
+11,288
New +$482K 0.03% 287
2025
Q3 		– Sell
-8,784
Closed -$354K – 565
2025
Q2 		$354K Buy
8,784
+3,080
+54% +$121K 0.02% 297
2025
Q1 		$229K Sell
5,704
-720
-11% -$27.7K 0.02% 352
2024
Q4 		$236K Sell
6,424
-980
-13% -$35.2K 0.02% 342
2024
Q3 		$257K Buy
+7,404
New +$236K 0.02% 320

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

Sage Mountain Advisors's NI Position: Q1 2026 in Review

Sage Mountain Advisors sold out of NiSource (NI) in Q1 2026, closing a stake of 11,288 shares — an estimated $471K sold.

Sage Mountain Advisors first reported a position in NI in Q3 2024 and held it in 5 quarters. The position peaked at $471K in Q4 2025. 877 funds tracked by Wall St. Rank hold NI as of Q1 2026.

  • Sage Mountain Advisors reported no remaining NiSource position as of Q1 2026 after selling out during the quarter.
  • Sage Mountain Advisors sold 11,288 NiSource shares in Q1 2026, an estimated $471K.
  • Sage Mountain Advisors first reported a position in NiSource in Q3 2024 and held it in 5 quarters.
  • Sage Mountain Advisors's NiSource position peaked at $471K in Q4 2025.
  • 877 funds tracked by Wall St. Rank held NiSource as of Q1 2026.

Based on Sage Mountain Advisors's 13F filing for Q1 2026, filed 11 May 2026.