Cornerstone Planning Group
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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
Q3 		– Sell
-238
Closed -$11.1K – 1147
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

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Badgley Phelps Wealth Managers
Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return
Tema ETFs
Tema ETFs New York $2.69B AUM 42.96% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Goelzer Investment Management
Goelzer Investment Management Carmel, Indiana $2.28B AUM 31.27% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Cantor Fitzgerald Investment Advisors
Cantor Fitzgerald Investment Advisors New York $1.81B AUM 23.74% 1-Year Est. Return
Ausbil Investment Management
Ausbil Investment Management Sydney, Australia $199M AUM 17.66% 1-Year Est. Return

Cornerstone Planning Group's NI Position: Q3 2026 in Review

Cornerstone Planning Group sold out of NiSource (NI) in Q3 2026, closing a stake of 238 shares — an estimated $11.1K sold.

Cornerstone Planning Group first reported a position in NI in Q4 2022 and held it in 14 quarters. The position peaked at $12K in Q1 2026. 172 funds tracked by Wall St. Rank hold NI as of Q3 2026.

  • Cornerstone Planning Group reported no remaining NiSource position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 238 NiSource shares in Q3 2026, an estimated $11.1K.
  • Cornerstone Planning Group first reported a position in NiSource in Q4 2022 and held it in 14 quarters.
  • Cornerstone Planning Group's NiSource position peaked at $12K in Q1 2026.
  • 172 funds tracked by Wall St. Rank held NiSource as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.