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
Q2 		$2.96M Buy
62,180
+6,114
+11% +$289K ﹤0.01% 1363
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

Other funds holding NI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Cerity Partners's NI Position: Q2 2026 in Review

Cerity Partners increased its NiSource (NI) stake by 11% in Q2 2026, buying an estimated $289K and bringing the position to 62,180 shares worth $2.96M. The position accounts for ﹤0.01% of the portfolio, ranked #1363.

Cerity Partners first reported a position in NI in Q1 2022 and has held it in 14 quarters since. The position peaked at $4.13M in Q3 2024. 916 funds tracked by Wall St. Rank hold NI as of Q2 2026.

  • Cerity Partners held 62,180 shares of NiSource worth $2.96M as of Q2 2026.
  • Cerity Partners bought 6,114 NiSource shares in Q2 2026, an estimated $289K.
  • NiSource made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #1363 holding.
  • Cerity Partners first reported a position in NiSource in Q1 2022 and has held it in 14 quarters since.
  • Cerity Partners's NiSource position peaked at $4.13M in Q3 2024.
  • 916 funds tracked by Wall St. Rank held NiSource as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.