TPBG
NI icon

Turning Point Benefit Group’s NiSource NI Stock Holding History

Turning Point Benefit Group’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
Q1 		– Sell
-230
Closed -$9.6K – 548
2025
Q4 		$9.6K Buy
230
+220
+2,200% +$9.4K 0.01% 242
2025
Q3 		$430 Buy
+10
New +$414 ﹤0.01% 528

Other funds holding NI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Turning Point Benefit Group's NI Position: Q1 2026 in Review

Turning Point Benefit Group sold out of NiSource (NI) in Q1 2026, closing a stake of 230 shares — an estimated $9.6K sold.

Turning Point Benefit Group first reported a position in NI in Q3 2025 and held it in 2 quarters. The position peaked at $9.6K in Q4 2025. 886 funds tracked by Wall St. Rank hold NI as of Q1 2026.

  • Turning Point Benefit Group reported no remaining NiSource position as of Q1 2026 after selling out during the quarter.
  • Turning Point Benefit Group sold 230 NiSource shares in Q1 2026, an estimated $9.6K.
  • Turning Point Benefit Group first reported a position in NiSource in Q3 2025 and held it in 2 quarters.
  • Turning Point Benefit Group's NiSource position peaked at $9.6K in Q4 2025.
  • 886 funds tracked by Wall St. Rank held NiSource as of Q1 2026.

Based on Turning Point Benefit Group's 13F filing for Q1 2026, filed 12 May 2026.