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Sagewood Asset Management’s NiSource NI Stock Holding History

Sagewood Asset Management’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
Q2 		$376K Buy
7,899
+791
+11% +$37.4K 0.09% 245
2026
Q1 		$332K Buy
7,108
+1,360
+24% +$61.3K 0.1% 200
2025
Q4 		$240K Buy
+5,748
New +$246K 0.09% 217

Other funds holding NI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Sagewood Asset Management's NI Position: Q2 2026 in Review

Sagewood Asset Management increased its NiSource (NI) stake by 11% in Q2 2026, buying an estimated $37.4K and bringing the position to 7,899 shares worth $376K. The position accounts for 0.09% of the portfolio, ranked #245.

Sagewood Asset Management first reported a position in NI in Q4 2025 and has held it in 3 quarters since. 912 funds tracked by Wall St. Rank hold NI as of Q2 2026.

  • Sagewood Asset Management held 7,899 shares of NiSource worth $376K as of Q2 2026.
  • Sagewood Asset Management bought 791 NiSource shares in Q2 2026, an estimated $37.4K.
  • NiSource made up 0.09% of Sagewood Asset Management's portfolio in Q2 2026, its #245 holding.
  • Sagewood Asset Management first reported a position in NiSource in Q4 2025 and has held it in 3 quarters since.
  • 912 funds tracked by Wall St. Rank held NiSource as of Q2 2026.

Based on Sagewood Asset Management's 13F filing for Q2 2026, filed 29 Jul 2026.