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Clarius Group LLC’s NiSource NI Stock Holding History

Clarius Group LLC’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
Q3 		– Sell
-5,191
Closed -$209K – 452
2025
Q2 		$209K Sell
5,191
-714
-12% -$28K 0.01% 445
2025
Q1 		$237K Buy
5,905
+28
+0.5% +$1.08K 0.01% 417
2024
Q4 		$216K Buy
+5,877
New +$211K 0.01% 411
2023
Q3 		– Sell
-7,439
Closed -$203K – 502
2023
Q2 		$203K Buy
7,439
+152
+2% +$4.22K 0.02% 485
2023
Q1 		$204K Sell
7,287
-519
-7% -$14.2K 0.02% 477
2022
Q4 		$214K Buy
+7,806
New +$205K 0.02% 471

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Clarius Group LLC's NI Position: Q3 2025 in Review

Clarius Group LLC sold out of NiSource (NI) in Q3 2025, closing a stake of 5,191 shares — an estimated $209K sold.

Clarius Group LLC first reported a position in NI in Q4 2022 and held it in 6 quarters. The position peaked at $237K in Q1 2025. 785 funds tracked by Wall St. Rank hold NI as of Q3 2025.

  • Clarius Group LLC reported no remaining NiSource position as of Q3 2025 after selling out during the quarter.
  • Clarius Group LLC sold 5,191 NiSource shares in Q3 2025, an estimated $209K.
  • Clarius Group LLC first reported a position in NiSource in Q4 2022 and held it in 6 quarters.
  • Clarius Group LLC's NiSource position peaked at $237K in Q1 2025.
  • 785 funds tracked by Wall St. Rank held NiSource as of Q3 2025.

Based on Clarius Group LLC's 13F filing for Q3 2025, filed 14 Oct 2025.