Sigma Planning Corp
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Sigma Planning Corp’s NiSource NI Stock Holding History

Sigma Planning Corp’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 		$476K Sell
12,217
-408
-3% -$17.5K 0.01% 861
2026
Q2 		$600K Sell
12,625
-207
-2% -$9.8K 0.02% 836
2026
Q1 		$599K Sell
12,832
-80
-0.6% -$3.6K 0.02% 761
2025
Q4 		$539K Sell
12,912
-1,161
-8% -$49.6K 0.01% 770
2025
Q3 		$609K Sell
14,073
-9,930
-41% -$411K 0.02% 728
2025
Q2 		$968K Sell
24,003
-23,542
-50% -$923K 0.03% 515
2025
Q1 		$1.91M Sell
47,545
-13,045
-22% -$502K 0.06% 299
2024
Q4 		$2.23M Sell
60,590
-676
-1% -$24.3K 0.07% 262
2024
Q3 		$2.12M Sell
61,266
-3,542
-5% -$113K 0.07% 275
2024
Q2 		$1.87M Buy
64,808
+1,059
+2% +$29.9K 0.06% 312
2024
Q1 		$1.76M Buy
63,749
+44,729
+235% +$1.18M 0.06% 341
2023
Q4 		$505K Sell
19,020
-24,185
-56% -$622K 0.04% 454
2023
Q3 		$1.07M Buy
43,205
+3,045
+8% +$82.3K 0.04% 435
2023
Q2 		$1.1M Buy
40,160
+5
+0% +$139 0.04% 421
2023
Q1 		$1.12M Buy
40,155
+1,717
+4% +$47K 0.04% 457
2022
Q4 		$1.05M Buy
38,438
+4,701
+14% +$124K 0.04% 457
2022
Q3 		$850K Sell
33,737
-488
-1% -$14.4K 0.03% 517
2022
Q2 		$1.01M Sell
34,225
-5,471
-14% -$166K 0.04% 465
2022
Q1 		$1.26M Sell
39,696
-916
-2% -$26.6K 0.04% 447
2021
Q4 		$1.12M Buy
40,612
+7,211
+22% +$183K 0.03% 507
2021
Q3 		$809K Buy
33,401
+19,306
+137% +$481K 0.02% 621
2021
Q2 		$345K Buy
14,095
+4,069
+41% +$103K 0.01% 1010
2021
Q1 		$242K Buy
+10,026
New +$226K 0.01% 1110
2016
Q3 		– Sell
-11,836
Closed -$314K – 765
2016
Q2 		$314K Buy
11,836
+1,089
+10% +$26.1K 0.04% 465
2016
Q1 		$253K Buy
10,747
+314
+3% +$6.74K 0.03% 513
2015
Q4 		$204K Buy
+10,433
New +$201K 0.03% 602
2015
Q3 		– Sell
-22,498
Closed -$403K – 728
2015
Q2 		$403K Buy
22,498
+115
+0.5% +$2.05K 0.06% 397
2015
Q1 		$388K Buy
22,383
+733
+3% +$12.4K 0.05% 430
2014
Q4 		$361K Buy
+21,650
New +$352K 0.05% 435

Other funds holding NI

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
W.H. Reaves & Co
W.H. Reaves & Co Jersey City, New Jersey $5.54B AUM 1.09% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Duff & Phelps Investment Management
Duff & Phelps Investment Management Chicago, Illinois $9.7B AUM 5.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Antipodes Partners
Antipodes Partners Royal Exchange, Australia $5.43B AUM 15.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Sigma Planning Corp's NI Position: Q3 2026 in Review

Sigma Planning Corp reduced its NiSource (NI) stake by 3.2% in Q3 2026, selling an estimated $17.5K and leaving 12,217 shares worth $476K. The position accounts for 0.01% of the portfolio, ranked #861.

Sigma Planning Corp first reported a position in NI in Q4 2014 and has held it in 29 quarters since. The position peaked at $2.23M in Q4 2024. 432 funds tracked by Wall St. Rank hold NI as of Q3 2026.

  • Sigma Planning Corp held 12,217 shares of NiSource worth $476K as of Q3 2026.
  • Sigma Planning Corp sold 408 NiSource shares in Q3 2026, an estimated $17.5K.
  • NiSource made up 0.01% of Sigma Planning Corp's portfolio in Q3 2026, its #861 holding.
  • Sigma Planning Corp first reported a position in NiSource in Q4 2014 and has held it in 29 quarters since.
  • Sigma Planning Corp's NiSource position peaked at $2.23M in Q4 2024.
  • 432 funds tracked by Wall St. Rank held NiSource as of Q3 2026.

Based on Sigma Planning Corp's 13F filing for Q3 2026, filed 23 Oct 2026.