Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s NiSource NI Stock Holding History

Kovitz Investment Group Partners’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
2025
Q4 		– Sell
-19,622
Closed -$850K – 1021
2025
Q3 		$850K Sell
19,622
-3,513
-15% -$145K ﹤0.01% 877
2025
Q2 		$933K Sell
23,135
-4,271
-16% -$167K ﹤0.01% 817
2025
Q1 		$1.1M Sell
27,406
-2,667
-9% -$103K 0.01% 718
2024
Q4 		$1.11M Buy
30,073
+2,330
+8% +$83.7K 0.01% 697
2024
Q3 		$888K Buy
+27,743
New +$885K 0.01% 646

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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
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
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Kovitz Investment Group Partners's NI Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of NiSource (NI) in Q4 2025, closing a stake of 19,622 shares — an estimated $850K sold.

Kovitz Investment Group Partners first reported a position in NI in Q3 2024 and held it in 5 quarters. The position peaked at $1.11M in Q4 2024. 835 funds tracked by Wall St. Rank hold NI as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining NiSource position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 19,622 NiSource shares in Q4 2025, an estimated $850K.
  • Kovitz Investment Group Partners first reported a position in NiSource in Q3 2024 and held it in 5 quarters.
  • Kovitz Investment Group Partners's NiSource position peaked at $1.11M in Q4 2024.
  • 835 funds tracked by Wall St. Rank held NiSource as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.