Cetera Investment Advisers
NI icon

Cetera Investment Advisers’s NiSource NI Stock Holding History

Cetera Investment Advisers’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 		$12.6M Buy
271,079
+8,768
+3% +$395K 0.01% 933
2025
Q4 		$11M Buy
262,311
+13,411
+5% +$573K 0.01% 971
2025
Q3 		$10.8M Buy
248,900
+152,126
+157% +$6.3M 0.01% 942
2025
Q2 		$3.9M Buy
96,774
+2,361
+3% +$92.6K 0.01% 1351
2025
Q1 		$3.79M Buy
94,413
+38,729
+70% +$1.49M 0.01% 1293
2024
Q4 		$2.05M Sell
55,684
-15,370
-22% -$552K ﹤0.01% 1639
2024
Q3 		$2.46M Buy
71,054
+1,657
+2% +$52.9K 0.01% 1480
2024
Q2 		$2M Buy
69,397
+671
+1% +$18.9K ﹤0.01% 1573
2024
Q1 		$1.9M Buy
68,726
+55,620
+424% +$1.46M ﹤0.01% 1590
2023
Q4 		$348K Buy
13,106
+1,492
+13% +$38.3K ﹤0.01% 1698
2023
Q3 		$287K Buy
11,614
+864
+8% +$23.3K ﹤0.01% 1760
2023
Q2 		$294K Buy
10,750
+1,075
+11% +$29.8K ﹤0.01% 1765
2023
Q1 		$271K Buy
9,675
+2,037
+27% +$55.7K ﹤0.01% 1758
2022
Q4 		$209K Buy
+7,638
New +$201K ﹤0.01% 1879
2022
Q1 		– Sell
-13,375
Closed -$369K – 1958
2021
Q4 		$369K Buy
13,375
+150
+1% +$3.81K 0.01% 1371
2021
Q3 		$320K Sell
13,225
-7,772
-37% -$194K 0.01% 1399
2021
Q2 		$514K Buy
20,997
+51
+0.2% +$1.3K 0.01% 1114
2021
Q1 		$505K Sell
20,946
-14,701
-41% -$331K 0.01% 977
2020
Q4 		$818K Buy
+35,647
New +$834K 0.02% 751

Other funds holding NI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Cetera Investment Advisers's NI Position: Q1 2026 in Review

Cetera Investment Advisers increased its NiSource (NI) stake by 3.3% in Q1 2026, buying an estimated $395K and bringing the position to 271,079 shares worth $12.6M. The position accounts for 0.01% of the portfolio, ranked #933.

Cetera Investment Advisers first reported a position in NI in Q4 2020 and has held it in 19 quarters since. 877 funds tracked by Wall St. Rank hold NI as of Q1 2026.

  • Cetera Investment Advisers held 271,079 shares of NiSource worth $12.6M as of Q1 2026.
  • Cetera Investment Advisers bought 8,768 NiSource shares in Q1 2026, an estimated $395K.
  • NiSource made up 0.01% of Cetera Investment Advisers's portfolio in Q1 2026, its #933 holding.
  • Cetera Investment Advisers first reported a position in NiSource in Q4 2020 and has held it in 19 quarters since.
  • 877 funds tracked by Wall St. Rank held NiSource as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.