CIBC Private Wealth Group
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CIBC Private Wealth Group’s NiSource NI Stock Holding History

CIBC Private Wealth 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
2025
Q4 		$447K Sell
10,699
-973
-8% -$41.6K ﹤0.01% 920
2025
Q3 		$505K Buy
11,672
+1,977
+20% +$81.8K ﹤0.01% 859
2025
Q2 		$391K Buy
9,695
+4,203
+77% +$165K ﹤0.01% 895
2025
Q1 		$204K Buy
5,492
+187
+4% +$7.2K ﹤0.01% 1077
2024
Q4 		$193K Sell
5,305
-1,051
-17% -$37.7K ﹤0.01% 1170
2024
Q3 		$220K Buy
6,356
+1,140
+22% +$36.4K ﹤0.01% 1136
2024
Q2 		$149K Sell
5,216
-4,450
-46% -$126K ﹤0.01% 1230
2024
Q1 		$266K Buy
+9,666
New +$254K ﹤0.01% 1014
2022
Q3 		– Sell
-41
Closed -$1K – 1099
2022
Q2 		$1K Hold
41
– – ﹤0.01% 1175
2022
Q1 		$1K Buy
+41
New +$1.19K ﹤0.01% 1244
2018
Q3 		– Sell
-1,633
Closed -$43K – 1446
2018
Q2 		$43K Buy
1,633
+3
+0.2% +$74 ﹤0.01% 1204
2018
Q1 		$39K Buy
1,630
+3
+0.2% +$71 ﹤0.01% 1221
2017
Q4 		$42K Buy
+1,627
New +$43.2K ﹤0.01% 1224
2015
Q2 		– Sell
-25,773
Closed -$447K – 622
2015
Q1 		$447K Sell
25,773
-2,079
-7% -$35.2K ﹤0.01% 564
2014
Q4 		$464K Sell
27,852
-1,283,749
-98% -$20.9M ﹤0.01% 549
2014
Q3 		$21.1M Buy
1,311,601
+291,743
+29% +$4.46M 0.17% 124
2014
Q2 		$15.8M Buy
+1,019,858
New +$14.7M 0.13% 145

Other funds holding NI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

CIBC Private Wealth Group's NI Position: Q4 2025 in Review

CIBC Private Wealth Group reduced its NiSource (NI) stake by 8.3% in Q4 2025, selling an estimated $41.6K and leaving 10,699 shares worth $447K. The position accounts for ﹤0.01% of the portfolio, ranked #920.

CIBC Private Wealth Group first reported a position in NI in Q2 2014 and has held it in 17 quarters since. The position peaked at $21.1M in Q3 2014. 835 funds tracked by Wall St. Rank hold NI as of Q4 2025.

  • CIBC Private Wealth Group held 10,699 shares of NiSource worth $447K as of Q4 2025.
  • CIBC Private Wealth Group sold 973 NiSource shares in Q4 2025, an estimated $41.6K.
  • NiSource made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #920 holding.
  • CIBC Private Wealth Group first reported a position in NiSource in Q2 2014 and has held it in 17 quarters since.
  • CIBC Private Wealth Group's NiSource position peaked at $21.1M in Q3 2014.
  • 835 funds tracked by Wall St. Rank held NiSource as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.