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 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

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

TNB

Thomasville National Bank Thomasville, Georgia $1.82B AUM

Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return

HAI

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

GIM

Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return

BFSG LLC Irvine, California $1.13B AUM 29.95% 1-Year Est. Return

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

AIM

Ausbil Investment Management Sydney, Australia $221M AUM 35.27% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

CX Institutional's NI Position: Q2 2026 in Review

CX Institutional increased its NiSource (NI) stake by 5.5% in Q2 2026, buying an estimated $17.3K and bringing the position to 7,050 shares worth $335K. The position accounts for 0.01% of the portfolio, ranked #588.

CX Institutional first reported a position in NI in Q1 2019 and has held it in 18 quarters since. 136 funds tracked by Wall St. Rank hold NI as of Q2 2026.

CX Institutional held 7,050 shares of NiSource worth $335K as of Q2 2026.
CX Institutional bought 366 NiSource shares in Q2 2026, an estimated $17.3K.
NiSource made up 0.01% of CX Institutional's portfolio in Q2 2026, its #588 holding.
CX Institutional first reported a position in NiSource in Q1 2019 and has held it in 18 quarters since.
136 funds tracked by Wall St. Rank held NiSource as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.