SC
NI icon

Sapient Capital’s NiSource NI Stock Holding History

Sapient Capital’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
Q3 		$308K Sell
7,903
-15
-0.2% -$645 ﹤0.01% 320
2026
Q2 		$377K Buy
7,918
+11
+0.1% +$521 ﹤0.01% 301
2026
Q1 		$369K Sell
7,907
-320
-4% -$14.4K 0.01% 319
2025
Q4 		$346K Sell
8,227
-21,980
-73% -$939K ﹤0.01% 319
2025
Q3 		$1.31M Sell
30,207
-4
-0% -$166 0.02% 171
2025
Q2 		$1.22M Buy
30,211
+615
+2% +$24.1K 0.02% 167
2025
Q1 		$1.19M Buy
29,596
+5
+0% +$193 0.02% 180
2024
Q4 		$1.09M Sell
29,591
-91
-0.3% -$3.27K 0.02% 179
2024
Q3 		$1.03M Hold
29,682
– – 0.02% 189
2024
Q2 		$855K Buy
29,682
+100
+0.3% +$2.82K 0.02% 181
2024
Q1 		$818K Sell
29,582
-9
-0% -$237 0.02% 195
2023
Q4 		$786K Buy
+29,591
New +$761K 0.02% 194

Other funds holding NI

AIM
Ausbil Investment Management Sydney, Australia $199M AUM 17.66% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $563M AUM 13.12% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Sapient Capital's NI Position: Q3 2026 in Review

Sapient Capital reduced its NiSource (NI) stake by 0.19% in Q3 2026, selling an estimated $645 and leaving 7,903 shares worth $308K. The position accounts for ﹤0.01% of the portfolio, ranked #320.

Sapient Capital first reported a position in NI in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.31M in Q3 2025. 20 funds tracked by Wall St. Rank hold NI as of Q3 2026.

  • Sapient Capital held 7,903 shares of NiSource worth $308K as of Q3 2026.
  • Sapient Capital sold 15 NiSource shares in Q3 2026, an estimated $645.
  • NiSource made up ﹤0.01% of Sapient Capital's portfolio in Q3 2026, its #320 holding.
  • Sapient Capital first reported a position in NiSource in Q4 2023 and has held it in 12 quarters since.
  • Sapient Capital's NiSource position peaked at $1.31M in Q3 2025.
  • 20 funds tracked by Wall St. Rank held NiSource as of Q3 2026.

Based on Sapient Capital's 13F filing for Q3 2026, filed 8 Oct 2026.