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Sanctuary Advisors’s NiSource NI Stock Holding History

Sanctuary 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
Q2 		$3.44M Buy
72,418
+5,528
+8% +$262K 0.02% 748
2026
Q1 		$3.12M Buy
66,890
+1,690
+3% +$76.1K 0.02% 727
2025
Q4 		$2.72M Buy
65,200
+1,345
+2% +$57.5K 0.01% 775
2025
Q3 		$2.76M Buy
63,855
+5,622
+10% +$233K 0.02% 742
2025
Q2 		$2.35M Sell
58,233
-5,842
-9% -$229K 0.01% 777
2025
Q1 		$2.57M Sell
64,075
-12,223
-16% -$471K 0.02% 695
2024
Q4 		$2.88M Sell
76,298
-25,018
-25% -$898K 0.02% 717
2024
Q3 		$3.82M Sell
101,316
-4,781
-5% -$153K 0.02% 602
2024
Q2 		$2.96M Buy
+106,097
New +$2.99M 0.02% 651

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
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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Sanctuary Advisors's NI Position: Q2 2026 in Review

Sanctuary Advisors increased its NiSource (NI) stake by 8.3% in Q2 2026, buying an estimated $262K and bringing the position to 72,418 shares worth $3.44M. The position accounts for 0.02% of the portfolio, ranked #748.

Sanctuary Advisors first reported a position in NI in Q2 2024 and has held it in 9 quarters since. The position peaked at $3.82M in Q3 2024. 912 funds tracked by Wall St. Rank hold NI as of Q2 2026.

  • Sanctuary Advisors held 72,418 shares of NiSource worth $3.44M as of Q2 2026.
  • Sanctuary Advisors bought 5,528 NiSource shares in Q2 2026, an estimated $262K.
  • NiSource made up 0.02% of Sanctuary Advisors's portfolio in Q2 2026, its #748 holding.
  • Sanctuary Advisors first reported a position in NiSource in Q2 2024 and has held it in 9 quarters since.
  • Sanctuary Advisors's NiSource position peaked at $3.82M in Q3 2024.
  • 912 funds tracked by Wall St. Rank held NiSource as of Q2 2026.

Based on Sanctuary Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.