SGI
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Summit Global Investments’s NiSource NI Stock Holding History

Summit Global Investments’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 		$3.42M Buy
71,984
+14,897
+26% +$705K 0.19% 67
2026
Q1 		$2.66M Sell
57,087
-34,159
-37% -$1.54M 0.16% 73
2025
Q4 		$3.81M Sell
91,246
-171,829
-65% -$7.34M 0.23% 54
2025
Q3 		$11.4M Sell
263,075
-3,623
-1% -$150K 0.67% 23
2025
Q2 		$10.8M Buy
266,698
+213,917
+405% +$8.39M 0.63% 26
2025
Q1 		$2.12M Sell
52,781
-56,991
-52% -$2.2M 0.15% 83
2024
Q4 		$4.04M Buy
+109,772
New +$3.94M 0.25% 87
2023
Q4 		– Sell
-103,838
Closed -$2.56M – 567
2023
Q3 		$2.56M Buy
103,838
+898
+0.9% +$24.3K 0.17% 115
2023
Q2 		$2.81M Sell
102,940
-3,510
-3% -$97.4K 0.19% 114
2023
Q1 		$2.98M Buy
+106,450
New +$2.91M 0.23% 104
2022
Q4 		– Sell
-256,544
Closed -$6.46M – 478
2022
Q3 		$6.46M Sell
256,544
-72,133
-22% -$2.12M 0.6% 44
2022
Q2 		$9.69M Buy
+328,677
New +$9.95M 0.85% 29

Other funds holding NI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Summit Global Investments's NI Position: Q2 2026 in Review

Summit Global Investments increased its NiSource (NI) stake by 26% in Q2 2026, buying an estimated $705K and bringing the position to 71,984 shares worth $3.42M. The position accounts for 0.19% of the portfolio, ranked #67.

Summit Global Investments first reported a position in NI in Q2 2022 and has held it in 12 quarters since. The position peaked at $11.4M in Q3 2025. 912 funds tracked by Wall St. Rank hold NI as of Q2 2026.

  • Summit Global Investments held 71,984 shares of NiSource worth $3.42M as of Q2 2026.
  • Summit Global Investments bought 14,897 NiSource shares in Q2 2026, an estimated $705K.
  • NiSource made up 0.19% of Summit Global Investments's portfolio in Q2 2026, its #67 holding.
  • Summit Global Investments first reported a position in NiSource in Q2 2022 and has held it in 12 quarters since.
  • Summit Global Investments's NiSource position peaked at $11.4M in Q3 2025.
  • 912 funds tracked by Wall St. Rank held NiSource as of Q2 2026.

Based on Summit Global Investments's 13F filing for Q2 2026, filed 3 Aug 2026.