CPIG
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Chicago Partners Investment Group’s NiSource NI Stock Holding History

Chicago Partners Investment Group’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 		$722K Buy
15,447
+3,238
+27% +$153K 0.01% 804
2026
Q1 		$572K Buy
12,209
+2,540
+26% +$114K 0.01% 808
2025
Q4 		$420K Buy
9,669
+254
+3% +$10.9K 0.01% 865
2025
Q3 		$409K Buy
9,415
+360
+4% +$14.9K 0.01% 807
2025
Q2 		$378K Buy
9,055
+153
+2% +$6K 0.01% 731
2025
Q1 		$360K Buy
8,902
+299
+3% +$11.5K 0.01% 627
2024
Q4 		$314K Buy
8,603
+19
+0.2% +$682 0.01% 645
2024
Q3 		$303K Buy
+8,584
New +$274K 0.01% 619
2018
Q4 		– Sell
-4,444
Closed -$115K – 695
2018
Q3 		$115K Buy
4,444
+2,369
+114% +$62.7K 0.02% 387
2018
Q2 		$55K Buy
+2,075
New +$50.9K 0.01% 469
2017
Q1 		– Sell
-64
Closed -$1K – 577
2016
Q4 		$1K Buy
+64
New +$1.42K ﹤0.01% 525

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 $3.37T AUM 44.26% 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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 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

Chicago Partners Investment Group's NI Position: Q2 2026 in Review

Chicago Partners Investment Group increased its NiSource (NI) stake by 27% in Q2 2026, buying an estimated $153K and bringing the position to 15,447 shares worth $722K. The position accounts for 0.01% of the portfolio, ranked #804.

Chicago Partners Investment Group first reported a position in NI in Q4 2016 and has held it in 11 quarters since. 912 funds tracked by Wall St. Rank hold NI as of Q2 2026.

  • Chicago Partners Investment Group held 15,447 shares of NiSource worth $722K as of Q2 2026.
  • Chicago Partners Investment Group bought 3,238 NiSource shares in Q2 2026, an estimated $153K.
  • NiSource made up 0.01% of Chicago Partners Investment Group's portfolio in Q2 2026, its #804 holding.
  • Chicago Partners Investment Group first reported a position in NiSource in Q4 2016 and has held it in 11 quarters since.
  • 912 funds tracked by Wall St. Rank held NiSource as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.