CPC
NI icon

Consolidated Planning Corp’s NiSource NI Stock Holding History

Consolidated Planning Corp’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 		– Sell
-140,084
Closed -$5.85M – 187
2025
Q4 		$5.85M Buy
140,084
+26,981
+24% +$1.15M 0.59% 55
2025
Q3 		$4.9M Buy
113,103
+6,586
+6% +$273K 0.52% 67
2025
Q2 		$4.3M Buy
106,517
+4,345
+4% +$170K 0.54% 65
2025
Q1 		$4.1M Buy
+102,172
New +$3.94M 0.56% 64

Other funds holding NI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Consolidated Planning Corp's NI Position: Q1 2026 in Review

Consolidated Planning Corp sold out of NiSource (NI) in Q1 2026, closing a stake of 140,084 shares — an estimated $5.85M sold.

Consolidated Planning Corp first reported a position in NI in Q1 2025 and held it in 4 quarters. The position peaked at $5.85M in Q4 2025. 886 funds tracked by Wall St. Rank hold NI as of Q1 2026.

  • Consolidated Planning Corp reported no remaining NiSource position as of Q1 2026 after selling out during the quarter.
  • Consolidated Planning Corp sold 140,084 NiSource shares in Q1 2026, an estimated $5.85M.
  • Consolidated Planning Corp first reported a position in NiSource in Q1 2025 and held it in 4 quarters.
  • Consolidated Planning Corp's NiSource position peaked at $5.85M in Q4 2025.
  • 886 funds tracked by Wall St. Rank held NiSource as of Q1 2026.

Based on Consolidated Planning Corp's 13F filing for Q1 2026, filed 16 Apr 2026.