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Cooper Financial Group’s NiSource NI Stock Holding History

Cooper Financial 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
Q3 		– Sell
-4,883
Closed -$232K – 472
2026
Q2 		$232K Sell
4,883
-487
-9% -$23K 0.02% 401
2026
Q1 		$251K Sell
5,370
-307
-5% -$13.8K 0.03% 363
2025
Q4 		$237K Buy
5,677
+61
+1% +$2.61K 0.03% 336
2025
Q3 		$243K Sell
5,616
-51
-0.9% -$2.11K 0.03% 335
2025
Q2 		$229K Sell
5,667
-70
-1% -$2.75K 0.03% 340
2025
Q1 		$230K Buy
5,737
+204
+4% +$7.86K 0.03% 346
2024
Q4 		$203K Buy
+5,533
New +$199K 0.02% 375

Other funds holding NI

AIM
Ausbil Investment Management Sydney, Australia $199M AUM 17.66% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $563M AUM 13.12% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Cooper Financial Group's NI Position: Q3 2026 in Review

Cooper Financial Group sold out of NiSource (NI) in Q3 2026, closing a stake of 4,883 shares — an estimated $232K sold.

Cooper Financial Group first reported a position in NI in Q4 2024 and held it in 7 quarters. The position peaked at $251K in Q1 2026. 20 funds tracked by Wall St. Rank hold NI as of Q3 2026.

  • Cooper Financial Group reported no remaining NiSource position as of Q3 2026 after selling out during the quarter.
  • Cooper Financial Group sold 4,883 NiSource shares in Q3 2026, an estimated $232K.
  • Cooper Financial Group first reported a position in NiSource in Q4 2024 and held it in 7 quarters.
  • Cooper Financial Group's NiSource position peaked at $251K in Q1 2026.
  • 20 funds tracked by Wall St. Rank held NiSource as of Q3 2026.

Based on Cooper Financial Group's 13F filing for Q3 2026, filed 7 Oct 2026.