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Sequoia Financial Advisors’s NiSource NI Stock Holding History

Sequoia Financial 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 		$2.4M Sell
50,445
-2,633
-5% -$125K 0.01% 560
2026
Q1 		$2.48M Sell
53,078
-6,079
-10% -$274K 0.01% 531
2025
Q4 		$2.47M Buy
59,157
+123
+0.2% +$5.25K 0.01% 511
2025
Q3 		$2.56M Buy
59,034
+11,635
+25% +$482K 0.02% 456
2025
Q2 		$1.91M Buy
47,399
+19,211
+68% +$753K 0.01% 488
2025
Q1 		$1.13M Sell
28,188
-134,856
-83% -$5.19M 0.01% 578
2024
Q4 		$5.99M Sell
163,044
-14,416
-8% -$518K 0.06% 237
2024
Q3 		$6.15M Sell
177,460
-15,828
-8% -$505K 0.07% 198
2024
Q2 		$5.57M Sell
193,288
-24,358
-11% -$687K 0.07% 179
2024
Q1 		$6.02M Sell
217,646
-6,129
-3% -$161K 0.07% 178
2023
Q4 		$5.94M Sell
223,775
-207
-0.1% -$5.32K 0.07% 196
2023
Q3 		$5.53M Sell
223,982
-18,261
-8% -$493K 0.1% 145
2023
Q2 		$6.63M Sell
242,243
-86,140
-26% -$2.39M 0.11% 133
2023
Q1 		$9.18M Buy
328,383
+10,269
+3% +$281K 0.2% 96
2022
Q4 		$8.72M Buy
318,114
+104,011
+49% +$2.73M 0.21% 98
2022
Q3 		$5.39M Buy
214,103
+28,498
+15% +$839K 0.17% 110
2022
Q2 		$5.47M Buy
185,605
+44,260
+31% +$1.34M 0.15% 108
2022
Q1 		$4.5M Buy
141,345
+28,767
+26% +$835K 0.11% 125
2021
Q4 		$3.11M Buy
+112,578
New +$2.86M 0.08% 142

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 $3.38T AUM 44.17% 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

Sequoia Financial Advisors's NI Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its NiSource (NI) stake by 5% in Q2 2026, selling an estimated $125K and leaving 50,445 shares worth $2.4M. The position accounts for 0.01% of the portfolio, ranked #560.

Sequoia Financial Advisors first reported a position in NI in Q4 2021 and has held it in 19 quarters since. The position peaked at $9.18M in Q1 2023. 916 funds tracked by Wall St. Rank hold NI as of Q2 2026.

  • Sequoia Financial Advisors held 50,445 shares of NiSource worth $2.4M as of Q2 2026.
  • Sequoia Financial Advisors sold 2,633 NiSource shares in Q2 2026, an estimated $125K.
  • NiSource made up 0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #560 holding.
  • Sequoia Financial Advisors first reported a position in NiSource in Q4 2021 and has held it in 19 quarters since.
  • Sequoia Financial Advisors's NiSource position peaked at $9.18M in Q1 2023.
  • 916 funds tracked by Wall St. Rank held NiSource as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.