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Sage Private Wealth Group’s NiSource NI Stock Holding History

Sage Private Wealth 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
2022
Q4 		– Sell
-912
Closed -$23K – 133
2022
Q3 		$23K Hold
912
– – 0.03% 108
2022
Q2 		$27K Hold
912
– – 0.04% 101
2022
Q1 		$29K Hold
912
– – 0.03% 107
2021
Q4 		$25K Hold
912
– – 0.03% 112
2021
Q3 		$22K Buy
+912
New +$22.7K 0.03% 115

Other funds holding NI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Sage Private Wealth Group's NI Position: Q4 2022 in Review

Sage Private Wealth Group sold out of NiSource (NI) in Q4 2022, closing a stake of 912 shares — an estimated $23K sold.

Sage Private Wealth Group first reported a position in NI in Q3 2021 and held it in 5 quarters. The position peaked at $29K in Q1 2022. 574 funds tracked by Wall St. Rank hold NI as of Q4 2022.

  • Sage Private Wealth Group reported no remaining NiSource position as of Q4 2022 after selling out during the quarter.
  • Sage Private Wealth Group sold 912 NiSource shares in Q4 2022, an estimated $23K.
  • Sage Private Wealth Group first reported a position in NiSource in Q3 2021 and held it in 5 quarters.
  • Sage Private Wealth Group's NiSource position peaked at $29K in Q1 2022.
  • 574 funds tracked by Wall St. Rank held NiSource as of Q4 2022.

Based on Sage Private Wealth Group's 13F filing for Q4 2022, filed 29 Jan 2025.