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CBIZ Investment Advisory Services’s NiSource NI Stock Holding History

CBIZ Investment Advisory Services’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
-168
Closed -$7.02K – 636
2025
Q4 		$7.02K Buy
+168
New +$7.18K ﹤0.01% 452

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Vanguard Capital Management
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State Street
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Vanguard Portfolio Management
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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

CBIZ Investment Advisory Services's NI Position: Q1 2026 in Review

CBIZ Investment Advisory Services sold out of NiSource (NI) in Q1 2026, closing a stake of 168 shares — an estimated $7.02K sold.

CBIZ Investment Advisory Services first reported a position in NI in Q4 2025 and held it in 1 quarter. The position peaked at $7.02K in Q4 2025. 886 funds tracked by Wall St. Rank hold NI as of Q1 2026.

  • CBIZ Investment Advisory Services reported no remaining NiSource position as of Q1 2026 after selling out during the quarter.
  • CBIZ Investment Advisory Services sold 168 NiSource shares in Q1 2026, an estimated $7.02K.
  • CBIZ Investment Advisory Services first reported a position in NiSource in Q4 2025 and held it in 1 quarter.
  • CBIZ Investment Advisory Services's NiSource position peaked at $7.02K in Q4 2025.
  • 886 funds tracked by Wall St. Rank held NiSource as of Q1 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.