CPG
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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
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 $5.7T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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