Nisa Investment Advisors
CLMT icon

Nisa Investment Advisors’s Calumet Specialty Products CLMT Stock Holding History

Nisa Investment Advisors’s Portfolio CLMT Stock Details CLMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$52.3K Sell
1,451
-1,015
-41% -$34.1K ﹤0.01% 1836
2026
Q1 		$88.5K Buy
2,466
+1,800
+270% +$46.6K ﹤0.01% 1470
2025
Q4 		$13.2K Hold
666
– – ﹤0.01% 2113
2025
Q3 		$12.2K Buy
666
+65
+11% +$1.07K ﹤0.01% 2208
2025
Q2 		$9.47K Buy
+601
New +$7.64K ﹤0.01% 2293

Other funds holding CLMT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
OL
one8zero8 LLC Greensboro, North Carolina $505M AUM 33.65% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Nisa Investment Advisors's CLMT Position: Q2 2026 in Review

Nisa Investment Advisors reduced its Calumet Specialty Products (CLMT) stake by 41% in Q2 2026, selling an estimated $34.1K and leaving 1,451 shares worth $52.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1836.

Nisa Investment Advisors first reported a position in CLMT in Q2 2025 and has held it in 5 quarters since. The position peaked at $88.5K in Q1 2026. 79 funds tracked by Wall St. Rank hold CLMT as of Q2 2026.

  • Nisa Investment Advisors held 1,451 shares of Calumet Specialty Products worth $52.3K as of Q2 2026.
  • Nisa Investment Advisors sold 1,015 Calumet Specialty Products shares in Q2 2026, an estimated $34.1K.
  • Calumet Specialty Products made up ﹤0.01% of Nisa Investment Advisors's portfolio in Q2 2026, its #1836 holding.
  • Nisa Investment Advisors first reported a position in Calumet Specialty Products in Q2 2025 and has held it in 5 quarters since.
  • Nisa Investment Advisors's Calumet Specialty Products position peaked at $88.5K in Q1 2026.
  • 79 funds tracked by Wall St. Rank held Calumet Specialty Products as of Q2 2026.

Based on Nisa Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.