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Savant Capital’s NiSource NI Stock Holding History

Savant 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
Q2 		$1.45M Buy
30,803
+15,495
+101% +$733K ﹤0.01% 719
2026
Q1 		$714K Buy
15,308
+751
+5% +$33.8K ﹤0.01% 744
2025
Q4 		$608K Sell
14,557
-214
-1% -$9.14K ﹤0.01% 756
2025
Q3 		$640K Sell
14,771
-3
-0% -$124 ﹤0.01% 709
2025
Q2 		$596K Buy
14,774
+1,085
+8% +$42.5K ﹤0.01% 688
2025
Q1 		$549K Sell
13,689
-41,018
-75% -$1.58M ﹤0.01% 650
2024
Q4 		$2.01M Buy
54,707
+705
+1% +$25.3K 0.02% 443
2024
Q3 		$1.87M Buy
54,002
+1,230
+2% +$39.2K 0.02% 454
2024
Q2 		$1.52M Buy
52,772
+40,074
+316% +$1.13M 0.02% 459
2024
Q1 		$351K Buy
12,698
+889
+8% +$23.4K ﹤0.01% 847
2023
Q4 		$314K Buy
11,809
+177
+2% +$4.55K ﹤0.01% 694
2023
Q3 		$287K Buy
11,632
+288
+3% +$7.78K ﹤0.01% 666
2023
Q2 		$310K Buy
11,344
+942
+9% +$26.1K ﹤0.01% 640
2023
Q1 		$291K Buy
+10,402
New +$285K 0.01% 605

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

Savant Capital's NI Position: Q2 2026 in Review

Savant Capital increased its NiSource (NI) stake by 101% in Q2 2026, buying an estimated $733K and bringing the position to 30,803 shares worth $1.45M. The position accounts for ﹤0.01% of the portfolio, ranked #719.

Savant Capital first reported a position in NI in Q1 2023 and has held it in 14 quarters since. The position peaked at $2.01M in Q4 2024. 912 funds tracked by Wall St. Rank hold NI as of Q2 2026.

  • Savant Capital held 30,803 shares of NiSource worth $1.45M as of Q2 2026.
  • Savant Capital bought 15,495 NiSource shares in Q2 2026, an estimated $733K.
  • NiSource made up ﹤0.01% of Savant Capital's portfolio in Q2 2026, its #719 holding.
  • Savant Capital first reported a position in NiSource in Q1 2023 and has held it in 14 quarters since.
  • Savant Capital's NiSource position peaked at $2.01M in Q4 2024.
  • 912 funds tracked by Wall St. Rank held NiSource as of Q2 2026.

Based on Savant Capital's 13F filing for Q2 2026, filed 10 Aug 2026.