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Sagespring Wealth Partners’s NiSource NI Stock Holding History

Sagespring Wealth Partners’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 		$240K Sell
5,137
-74
-1% -$3.33K ﹤0.01% 731
2025
Q4 		$218K Buy
5,211
+26
+0.5% +$1.11K ﹤0.01% 740
2025
Q3 		$225K Buy
+5,185
New +$215K ﹤0.01% 696

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

Sagespring Wealth Partners's NI Position: Q1 2026 in Review

Sagespring Wealth Partners reduced its NiSource (NI) stake by 1.4% in Q1 2026, selling an estimated $3.33K and leaving 5,137 shares worth $240K. The position accounts for ﹤0.01% of the portfolio, ranked #731.

Sagespring Wealth Partners first reported a position in NI in Q3 2025 and has held it in 3 quarters since. 878 funds tracked by Wall St. Rank hold NI as of Q1 2026.

  • Sagespring Wealth Partners held 5,137 shares of NiSource worth $240K as of Q1 2026.
  • Sagespring Wealth Partners sold 74 NiSource shares in Q1 2026, an estimated $3.33K.
  • NiSource made up ﹤0.01% of Sagespring Wealth Partners's portfolio in Q1 2026, its #731 holding.
  • Sagespring Wealth Partners first reported a position in NiSource in Q3 2025 and has held it in 3 quarters since.
  • 878 funds tracked by Wall St. Rank held NiSource as of Q1 2026.

Based on Sagespring Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.