SAG
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SageView Advisory Group’s NiSource NI Stock Holding History

SageView Advisory 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
2026
Q1 		– Sell
-3,103
Closed -$130K – 1784
2025
Q4 		$130K Sell
3,103
-7,738
-71% -$331K ﹤0.01% 745
2025
Q3 		$469K Sell
10,841
-148
-1% -$6.13K 0.02% 397
2025
Q2 		$454K Sell
10,989
-42
-0.4% -$1.65K 0.02% 393
2025
Q1 		$442K Sell
11,031
-752
-6% -$29K 0.02% 373
2024
Q4 		$433K Buy
11,783
+826
+8% +$29.7K 0.02% 370
2024
Q3 		$380K Sell
10,957
-279
-2% -$8.9K 0.02% 344
2024
Q2 		$324K Buy
+11,236
New +$317K 0.02% 412
2024
Q1 		– Sell
-21,996
Closed -$575K – 688
2023
Q4 		$575K Buy
21,996
+9,070
+70% +$233K 0.02% 365
2023
Q3 		$319K Sell
12,926
-1,383
-10% -$37.4K 0.02% 411
2023
Q2 		$391K Buy
14,309
+1,785
+14% +$49.5K 0.02% 394
2023
Q1 		$350K Buy
+12,524
New +$343K 0.02% 361

Other funds holding NI

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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 $344B AUM 42.99% 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 $167B AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

SageView Advisory Group's NI Position: Q1 2026 in Review

SageView Advisory Group sold out of NiSource (NI) in Q1 2026, closing a stake of 3,103 shares — an estimated $130K sold.

SageView Advisory Group first reported a position in NI in Q1 2023 and held it in 11 quarters. The position peaked at $575K in Q4 2023. 880 funds tracked by Wall St. Rank hold NI as of Q1 2026.

  • SageView Advisory Group reported no remaining NiSource position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 3,103 NiSource shares in Q1 2026, an estimated $130K.
  • SageView Advisory Group first reported a position in NiSource in Q1 2023 and held it in 11 quarters.
  • SageView Advisory Group's NiSource position peaked at $575K in Q4 2023.
  • 880 funds tracked by Wall St. Rank held NiSource as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.