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Sovereign Investment Advisors’s NiSource NI Stock Holding History

Sovereign Investment 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
2025
Q1 		– Sell
-21,074
Closed -$775K – 75
2024
Q4 		$775K Buy
+21,074
New +$757K 0.23% 38

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T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Sovereign Investment Advisors's NI Position: Q1 2025 in Review

Sovereign Investment Advisors sold out of NiSource (NI) in Q1 2025, closing a stake of 21,074 shares — an estimated $775K sold.

Sovereign Investment Advisors first reported a position in NI in Q4 2024 and held it in 1 quarter. The position peaked at $775K in Q4 2024. 795 funds tracked by Wall St. Rank hold NI as of Q1 2025.

  • Sovereign Investment Advisors reported no remaining NiSource position as of Q1 2025 after selling out during the quarter.
  • Sovereign Investment Advisors sold 21,074 NiSource shares in Q1 2025, an estimated $775K.
  • Sovereign Investment Advisors first reported a position in NiSource in Q4 2024 and held it in 1 quarter.
  • Sovereign Investment Advisors's NiSource position peaked at $775K in Q4 2024.
  • 795 funds tracked by Wall St. Rank held NiSource as of Q1 2025.

Based on Sovereign Investment Advisors's 13F filing for Q1 2025, filed 8 May 2025.