Corient Private Wealth
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Corient Private Wealth’s NiSource NI Stock Holding History

Corient Private Wealth’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 		$3.48M Sell
83,194
-137,898
-62% -$6.21M 0.01% 986
2025
Q4 		$8.93M Buy
221,092
+150,348
+213% +$6.42M 0.01% 818
2025
Q3 		$3.06M Sell
70,744
-5,066
-7% -$210K ﹤0.01% 891
2025
Q2 		$3.06M Sell
75,810
-3,123
-4% -$122K ﹤0.01% 868
2025
Q1 		$3.16M Sell
78,933
-932
-1% -$35.9K 0.01% 824
2024
Q4 		$2.94M Sell
79,865
-33,398
-29% -$1.2M ﹤0.01% 862
2024
Q3 		$3.92M Buy
113,263
+33,651
+42% +$1.07M 0.01% 823
2024
Q2 		$2.29M Sell
79,612
-1,372
-2% -$38.7K ﹤0.01% 970
2024
Q1 		$2.24M Buy
80,984
+3,730
+5% +$98.1K ﹤0.01% 977
2023
Q4 		$2.05M Sell
77,254
-6,922
-8% -$178K ﹤0.01% 988
2023
Q3 		$2.08M Buy
84,176
+6,175
+8% +$167K ﹤0.01% 897
2023
Q2 		$2.13M Buy
78,001
+4,523
+6% +$126K ﹤0.01% 873
2023
Q1 		$2.05M Buy
73,478
+26,339
+56% +$721K 0.01% 837
2022
Q4 		$1.29M Buy
+47,139
New +$1.24M ﹤0.01% 833

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T. Rowe Price Investment Management
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VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return