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
Q2 		$3.04M Sell
63,871
-19,323
-23% -$914K ﹤0.01% 1117
2026
Q1 		$3.48M Buy
83,194
+965
+1% +$43.5K 0.01% 986
2025
Q4 		$3.43M Buy
82,229
+11,485
+16% +$491K ﹤0.01% 912
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

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
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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Corient Private Wealth's NI Position: Q2 2026 in Review

Corient Private Wealth reduced its NiSource (NI) stake by 23% in Q2 2026, selling an estimated $914K and leaving 63,871 shares worth $3.04M. The position accounts for ﹤0.01% of the portfolio, ranked #1117.

Corient Private Wealth first reported a position in NI in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.92M in Q3 2024. 915 funds tracked by Wall St. Rank hold NI as of Q2 2026.

  • Corient Private Wealth held 63,871 shares of NiSource worth $3.04M as of Q2 2026.
  • Corient Private Wealth sold 19,323 NiSource shares in Q2 2026, an estimated $914K.
  • NiSource made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #1117 holding.
  • Corient Private Wealth first reported a position in NiSource in Q4 2022 and has held it in 15 quarters since.
  • Corient Private Wealth's NiSource position peaked at $3.92M in Q3 2024.
  • 915 funds tracked by Wall St. Rank held NiSource as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.