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Cornerstone Planning Group’s NiSource NI Stock Holding History

Cornerstone Planning 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 		$11.1K Sell
238
-12
-5% -$568 ﹤0.01% 863
2026
Q1 		$12K Buy
250
+93
+59% +$4.19K ﹤0.01% 841
2025
Q4 		$6.96K Buy
157
+139
+772% +$5.94K ﹤0.01% 885
2025
Q3 		$533 Sell
18
-84
-82% -$3.48K ﹤0.01% 1464
2025
Q2 		$4.39K Sell
102
-47
-32% -$1.84K ﹤0.01% 755
2025
Q1 		$5.86K Buy
149
+128
+610% +$4.93K ﹤0.01% 692
2024
Q4 		$764 Hold
21
– – ﹤0.01% 1024
2024
Q3 		$723 Sell
21
-80
-79% -$2.55K ﹤0.01% 1014
2024
Q2 		$3.08K Buy
101
+1
+1% +$28 ﹤0.01% 676
2024
Q1 		$2.85K Buy
100
+21
+27% +$552 ﹤0.01% 605
2023
Q4 		$2.1K Hold
79
– – ﹤0.01% 625
2023
Q3 		$1.95K Hold
79
– – ﹤0.01% 664
2023
Q2 		$2.16K Buy
+79
New +$2.19K ﹤0.01% 1130
2022
Q4 		$2.12K Buy
+79
New +$2.08K ﹤0.01% 1165

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

Cornerstone Planning Group's NI Position: Q2 2026 in Review

Cornerstone Planning Group reduced its NiSource (NI) stake by 4.8% in Q2 2026, selling an estimated $568 and leaving 238 shares worth $11.1K. The position accounts for ﹤0.01% of the portfolio, ranked #863.

Cornerstone Planning Group first reported a position in NI in Q4 2022 and has held it in 14 quarters since. The position peaked at $12K in Q1 2026. 914 funds tracked by Wall St. Rank hold NI as of Q2 2026.

  • Cornerstone Planning Group held 238 shares of NiSource worth $11.1K as of Q2 2026.
  • Cornerstone Planning Group sold 12 NiSource shares in Q2 2026, an estimated $568.
  • NiSource made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #863 holding.
  • Cornerstone Planning Group first reported a position in NiSource in Q4 2022 and has held it in 14 quarters since.
  • Cornerstone Planning Group's NiSource position peaked at $12K in Q1 2026.
  • 914 funds tracked by Wall St. Rank held NiSource as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.