CX Institutional
NI icon

CX Institutional’s NiSource NI Stock Holding History

CX Institutional’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 		$263K Sell
6,751
-299
-4% -$12.9K 0.01% 670
2026
Q2 		$335K Buy
7,050
+366
+5% +$17.3K 0.01% 588
2026
Q1 		$312K Buy
6,684
+910
+16% +$41K 0.01% 591
2025
Q4 		$241K Buy
5,774
+704
+14% +$30.1K 0.01% 645
2025
Q3 		$220K Sell
5,070
-18
-0.4% -$745 0.01% 666
2025
Q2 		$205K Sell
5,088
-55
-1% -$2.16K 0.01% 620
2025
Q1 		$206K Buy
+5,143
New +$198K 0.01% 593
2022
Q3 		– Sell
-822
Closed -$24K – 905
2022
Q2 		$24K Buy
+822
New +$24.9K ﹤0.01% 808
2021
Q4 		– Sell
-544
Closed -$13K – 721
2021
Q3 		$13K Sell
544
-74
-12% -$1.84K ﹤0.01% 801
2021
Q2 		$15K Buy
618
+235
+61% +$5.98K ﹤0.01% 780
2021
Q1 		$9K Buy
383
+69
+22% +$1.56K ﹤0.01% 780
2020
Q4 		$7K Sell
314
-28
-8% -$655 ﹤0.01% 770
2020
Q3 		$8K Buy
342
+162
+90% +$3.76K ﹤0.01% 702
2020
Q2 		$4K Buy
180
+133
+283% +$3.21K ﹤0.01% 689
2020
Q1 		$1K Sell
47
-67
-59% -$1.85K ﹤0.01% 739
2019
Q4 		$3K Sell
114
-16
-12% -$439 ﹤0.01% 638
2019
Q3 		$4K Buy
130
+7
+6% +$205 ﹤0.01% 632
2019
Q2 		$4K Buy
123
+35
+40% +$986 ﹤0.01% 659
2019
Q1 		$3K Buy
+88
New +$2.37K ﹤0.01% 642

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

CX Institutional's NI Position: Q3 2026 in Review

CX Institutional reduced its NiSource (NI) stake by 4.2% in Q3 2026, selling an estimated $12.9K and leaving 6,751 shares worth $263K. The position accounts for 0.01% of the portfolio, ranked #670.

CX Institutional first reported a position in NI in Q1 2019 and has held it in 19 quarters since. The position peaked at $335K in Q2 2026. 172 funds tracked by Wall St. Rank hold NI as of Q3 2026.

  • CX Institutional held 6,751 shares of NiSource worth $263K as of Q3 2026.
  • CX Institutional sold 299 NiSource shares in Q3 2026, an estimated $12.9K.
  • NiSource made up 0.01% of CX Institutional's portfolio in Q3 2026, its #670 holding.
  • CX Institutional first reported a position in NiSource in Q1 2019 and has held it in 19 quarters since.
  • CX Institutional's NiSource position peaked at $335K in Q2 2026.
  • 172 funds tracked by Wall St. Rank held NiSource as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.