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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
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

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

Cooper Financial Group's NI Position: Q2 2026 in Review

Cooper Financial Group reduced its NiSource (NI) stake by 9.1% in Q2 2026, selling an estimated $23K and leaving 4,883 shares worth $232K. The position accounts for 0.02% of the portfolio, ranked #401.

Cooper Financial Group first reported a position in NI in Q4 2024 and has held it in 7 quarters since. The position peaked at $251K in Q1 2026. 912 funds tracked by Wall St. Rank hold NI as of Q2 2026.

  • Cooper Financial Group held 4,883 shares of NiSource worth $232K as of Q2 2026.
  • Cooper Financial Group sold 487 NiSource shares in Q2 2026, an estimated $23K.
  • NiSource made up 0.02% of Cooper Financial Group's portfolio in Q2 2026, its #401 holding.
  • Cooper Financial Group first reported a position in NiSource in Q4 2024 and has held it in 7 quarters since.
  • Cooper Financial Group's NiSource position peaked at $251K in Q1 2026.
  • 912 funds tracked by Wall St. Rank held NiSource as of Q2 2026.

Based on Cooper Financial Group's 13F filing for Q2 2026, filed 8 Jul 2026.