SFGP
NI icon

Stonebridge Financial Group (Pennsylvania)’s NiSource NI Stock Holding History

Stonebridge Financial Group (Pennsylvania)’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
Q2 		– Sell
-5
Closed -$200 – 672
2025
Q1 		$200 Buy
+5
New +$193 ﹤0.01% 936

Other funds holding NI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania)'s NI Position: Q2 2025 in Review

Stonebridge Financial Group (Pennsylvania) sold out of NiSource (NI) in Q2 2025, closing a stake of 5 shares — an estimated $200 sold.

Stonebridge Financial Group (Pennsylvania) first reported a position in NI in Q1 2025 and held it in 1 quarter. The position peaked at $200 in Q1 2025. 773 funds tracked by Wall St. Rank hold NI as of Q2 2025.

  • Stonebridge Financial Group (Pennsylvania) reported no remaining NiSource position as of Q2 2025 after selling out during the quarter.
  • Stonebridge Financial Group (Pennsylvania) sold 5 NiSource shares in Q2 2025, an estimated $200.
  • Stonebridge Financial Group (Pennsylvania) first reported a position in NiSource in Q1 2025 and held it in 1 quarter.
  • Stonebridge Financial Group (Pennsylvania)'s NiSource position peaked at $200 in Q1 2025.
  • 773 funds tracked by Wall St. Rank held NiSource as of Q2 2025.

Based on Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q2 2025, filed 24 Jul 2025.