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SageView Advisory Group, LLC

SEC CIK
0001914558
Latest filing
Aug 10, 2026

NI holding history

Nisource Inc. in every 13F filed by SageView Advisory Group, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

NI overviewAll 13F holders of NIFull Q2 2026 holdings

Shares (Q1 2026)
0
Sold out in Q1 2026
Value
$0
% of portfolio
0.0%
Quarters held
11
Since Q1 2023
Holdings of NI by SageView Advisory Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20260$00.0%−3,103−100.0%Sold outHolders
Q4 20253,103$129.6K<0.1%−7,738−71.4%ReducedHolders
Q3 202510,841$469.4K<0.1%−148−1.3%ReducedHolders
Q2 202510,989$453.5K<0.1%−42−0.4%ReducedHolders
Q1 202511,031$442.2K<0.1%−752−6.4%ReducedHolders
Q4 202411,783$433.1K<0.1%+826+7.5%AddedHolders
Q3 202410,957$379.7K<0.1%−279−2.5%ReducedHolders
Q2 202411,236$323.7K<0.1%+11,236NewHolders
Q1 20240$00.0%−21,996−100.0%Sold outHolders
Q4 202321,996$574.5K<0.1%+9,070+70.2%AddedHolders
Q3 202312,926$319.0K<0.1%−1,383−9.7%ReducedHolders
Q2 202314,309$391.4K<0.1%+1,785+14.3%AddedHolders
Q1 202312,524$350.2K<0.1%+12,524NewHolders