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NiSource shares owned by Sage Mountain Advisors

Quarter-by-quarter ownership of NiSource (NI) shares owned by Sage Mountain Advisors from 13F filings

Historical chart of Sage Mountain Advisors investment in NiSource

Tip: Access up to 7 years of quarterly data

All positions including NiSource held by Sage Mountain Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in NiSource by Sage Mountain Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $257k 7.4k 34.65

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Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Ishares Tr Msci Usa Qlt Fct (QUAL)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Msci Intl Qualty (IQLT)
Spdr Ser Tr Msci Usa Strtgic (QUS)
Golub Capital BDC (GBDC)
Apple (AAPL)
Microsoft Corporation (MSFT)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Copart (CPRT)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
NVIDIA Corporation (NVDA)
Broadcom (AVGO)

View all positions for Sage Mountain Advisors

Top funds holding NiSource

BlackRock
T. Rowe Price Investment Management
Deutsche Bank Aktiengesellschaft
Jpmorgan Chase & Co
Jennison Associates
Geode Capital Management
Franklin Resources
Zimmer Partners
Pictet Asset Management Holding SA
ExodusPoint Capital Management
Citadel Advisors
Invesco
Thrivent Financial for Lutherans
Royal Bank of Canada
Bank of New York Mellon

View all funds holding NiSource