Sigma Planning Corp’s NiSource NI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
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
Sigma Planning Corp's NI Position: Q2 2026 in Review
Sigma Planning Corp reduced its NiSource (NI) stake by 1.6% in Q2 2026, selling an estimated $9.8K and leaving 12,625 shares worth $600K. The position accounts for 0.02% of the portfolio, ranked #836.
Sigma Planning Corp first reported a position in NI in Q4 2014 and has held it in 28 quarters since. The position peaked at $2.23M in Q4 2024. 914 funds tracked by Wall St. Rank hold NI as of Q2 2026.
- Sigma Planning Corp held 12,625 shares of NiSource worth $600K as of Q2 2026.
- Sigma Planning Corp sold 207 NiSource shares in Q2 2026, an estimated $9.8K.
- NiSource made up 0.02% of Sigma Planning Corp's portfolio in Q2 2026, its #836 holding.
- Sigma Planning Corp first reported a position in NiSource in Q4 2014 and has held it in 28 quarters since.
- Sigma Planning Corp's NiSource position peaked at $2.23M in Q4 2024.
- 914 funds tracked by Wall St. Rank held NiSource as of Q2 2026.
Based on Sigma Planning Corp's 13F filing for Q2 2026, filed 7 Aug 2026.