Sit Investment Associates’s NiSource NI Stock Holding History

Sit Investment Associates’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	$3.34M	Sell	70,220 -37,515	-35%	-$1.78M	0.06%	246
2026 Q1	$5.03M	Sell	107,735 -101,131	-48%	-$4.56M	0.1%	198
2025 Q4	$8.72M	Sell	208,866 -16,300	-7%	-$696K	0.17%	146
2025 Q3	$9.75M	Sell	225,166 -44,789	-17%	-$1.85M	0.2%	125
2025 Q2	$10.9M	Sell	269,955 -15,500	-5%	-$608K	0.23%	109
2025 Q1	$11.4M	Sell	285,455 -29,905	-9%	-$1.15M	0.27%	105
2024 Q4	$11.6M	Sell	315,360 -21,280	-6%	-$764K	0.26%	101
2024 Q3	$11.7M	Sell	336,640 -46,580	-12%	-$1.49M	0.26%	107
2024 Q2	$11M	Buy	383,220 +30,555	+9%	+$862K	0.25%	116
2024 Q1	$9.76M	Sell	352,665 -7,030	-2%	-$185K	0.22%	138
2023 Q4	$9.55M	Buy	359,695 +263,395	+274%	+$6.77M	0.23%	132
2023 Q3	$2.38M	Buy	+96,300	New	+$2.6M	0.07%	271

Other funds holding NI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Sit Investment Associates's NI Position: Q2 2026 in Review

Sit Investment Associates reduced its NiSource (NI) stake by 35% in Q2 2026, selling an estimated $1.78M and leaving 70,220 shares worth $3.34M. The position accounts for 0.06% of the portfolio, ranked #246.

Sit Investment Associates first reported a position in NI in Q3 2023 and has held it in 12 quarters since. The position peaked at $11.7M in Q3 2024. 913 funds tracked by Wall St. Rank hold NI as of Q2 2026.

Sit Investment Associates held 70,220 shares of NiSource worth $3.34M as of Q2 2026.
Sit Investment Associates sold 37,515 NiSource shares in Q2 2026, an estimated $1.78M.
NiSource made up 0.06% of Sit Investment Associates's portfolio in Q2 2026, its #246 holding.
Sit Investment Associates first reported a position in NiSource in Q3 2023 and has held it in 12 quarters since.
Sit Investment Associates's NiSource position peaked at $11.7M in Q3 2024.
913 funds tracked by Wall St. Rank held NiSource as of Q2 2026.

Based on Sit Investment Associates's 13F filing for Q2 2026, filed 12 Aug 2026.