Cerity Partners
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Cerity Partners’s NiSource NI Stock Holding History

Cerity Partners’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 		$2.62M Sell
56,066
-4,243
-7% -$191K ﹤0.01% 1331
2025
Q4 		$2.52M Buy
60,309
+2,369
+4% +$101K ﹤0.01% 1271
2025
Q3 		$2.51M Buy
57,940
+5,016
+9% +$208K ﹤0.01% 1187
2025
Q2 		$2.13M Sell
52,924
-24,089
-31% -$945K ﹤0.01% 1187
2025
Q1 		$3.09M Sell
77,013
-36,101
-32% -$1.39M 0.01% 933
2024
Q4 		$4.1M Sell
113,114
-6,066
-5% -$218K 0.01% 792
2024
Q3 		$4.13M Buy
119,180
+20,444
+21% +$652K 0.01% 783
2024
Q2 		$2.84M Sell
98,736
-9,969
-9% -$281K 0.01% 780
2024
Q1 		$3.01M Buy
108,705
+93,852
+632% +$2.47M 0.01% 816
2023
Q4 		$394K Buy
+14,853
New +$382K ﹤0.01% 1373
2022
Q4 		– Sell
-14,405
Closed -$363K – 1513
2022
Q3 		$363K Buy
14,405
+567
+4% +$16.7K ﹤0.01% 828
2022
Q2 		$408K Buy
13,838
+2,497
+22% +$75.6K ﹤0.01% 810
2022
Q1 		$361K Buy
+11,341
New +$329K 0.01% 675

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