Plante Moran Financial Advisors’s NiSource NI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $333 | Sell |
7
-316
| -98% | -$15K | ﹤0.01% | 1273 |
|
|
2026
Q1 | $15.1K | Hold |
323
| – | – | ﹤0.01% | 473 |
|
|
2025
Q4 | $13.5K | Hold |
323
| – | – | ﹤0.01% | 518 |
|
|
2025
Q3 | $14K | Hold |
323
| – | – | ﹤0.01% | 512 |
|
|
2025
Q2 | $13K | Sell |
323
-901
| -74% | -$35.3K | ﹤0.01% | 530 |
|
|
2025
Q1 | $49.1K | Sell |
1,224
-22
| -2% | -$847 | ﹤0.01% | 342 |
|
|
2024
Q4 | $45.8K | Hold |
1,246
| – | – | ﹤0.01% | 359 |
|
|
2024
Q3 | $43.2K | Buy |
1,246
+22
| +2% | +$702 | ﹤0.01% | 412 |
|
|
2024
Q2 | $35.3K | Hold |
1,224
| – | – | ﹤0.01% | 392 |
|
|
2024
Q1 | $33.9K | Hold |
1,224
| – | – | ﹤0.01% | 416 |
|
|
2023
Q4 | $32.5K | Hold |
1,224
| – | – | ﹤0.01% | 378 |
|
|
2023
Q3 | $30.2K | Hold |
1,224
| – | – | ﹤0.01% | 363 |
|
|
2023
Q2 | $33.5K | Hold |
1,224
| – | – | ﹤0.01% | 354 |
|
|
2023
Q1 | $34.2K | Hold |
1,224
| – | – | ﹤0.01% | 352 |
|
|
2022
Q4 | $33.6K | Hold |
1,224
| – | – | ﹤0.01% | 367 |
|
|
2022
Q3 | $31K | Hold |
1,224
| – | – | 0.01% | 379 |
|
|
2022
Q2 | $36K | Hold |
1,224
| – | – | 0.01% | 357 |
|
|
2022
Q1 | $39K | Sell |
1,224
-281
| -19% | -$8.16K | 0.01% | 367 |
|
|
2021
Q4 | $42K | Buy |
1,505
+281
| +23% | +$7.15K | 0.01% | 397 |
|
|
2021
Q3 | $30K | Buy |
1,224
+93
| +8% | +$2.32K | 0.01% | 474 |
|
|
2021
Q2 | $28K | Buy |
1,131
+808
| +250% | +$20.5K | 0.01% | 492 |
|
|
2021
Q1 | $8K | Hold |
323
| – | – | ﹤0.01% | 693 |
|
|
2020
Q4 | $7K | Hold |
323
| – | – | ﹤0.01% | 668 |
|
|
2020
Q3 | $7K | Hold |
323
| – | – | ﹤0.01% | 652 |
|
|
2020
Q2 | $7K | Sell |
323
-35
| -10% | -$844 | ﹤0.01% | 556 |
|
|
2020
Q1 | $9K | Sell |
358
-67
| -16% | -$1.85K | ﹤0.01% | 511 |
|
|
2019
Q4 | $12K | Sell |
425
-17
| -4% | -$466 | ﹤0.01% | 527 |
|
|
2019
Q3 | $13K | Buy |
442
+119
| +37% | +$3.49K | ﹤0.01% | 556 |
|
|
2019
Q2 | $9K | Hold |
323
| – | – | ﹤0.01% | 582 |
|
|
2019
Q1 | $9K | Hold |
323
| – | – | ﹤0.01% | 568 |
|
|
2018
Q4 | $8K | Hold |
323
| – | – | ﹤0.01% | 538 |
|
|
2018
Q3 | $8K | Hold |
323
| – | – | ﹤0.01% | 527 |
|
|
2018
Q2 | $8K | Hold |
323
| – | – | ﹤0.01% | 571 |
|
|
2018
Q1 | $8K | Hold |
323
| – | – | ﹤0.01% | 641 |
|
|
2017
Q4 | $8K | Hold |
323
| – | – | ﹤0.01% | 634 |
|
|
2017
Q3 | $8K | Hold |
323
| – | – | ﹤0.01% | 581 |
|
|
2017
Q2 | $8K | Hold |
323
| – | – | 0.01% | 594 |
|
|
2017
Q1 | $8K | Hold |
323
| – | – | ﹤0.01% | 620 |
|
|
2016
Q4 | $7K | Hold |
323
| – | – | ﹤0.01% | 650 |
|
|
2016
Q3 | $8K | Hold |
323
| – | – | 0.01% | 621 |
|
|
2016
Q2 | $9K | Hold |
323
| – | – | 0.01% | 541 |
|
|
2016
Q1 | $8K | Sell |
323
-116
| -26% | -$2.49K | 0.01% | 516 |
|
|
2015
Q4 | $9K | Buy |
439
+77
| +21% | +$1.48K | 0.01% | 602 |
|
|
2015
Q3 | $7K | Buy |
+362
| New | +$6.19K | 0.01% | 533 |
|
Other funds holding NI
Plante Moran Financial Advisors's NI Position: Q2 2026 in Review
Plante Moran Financial Advisors reduced its NiSource (NI) stake by 98% in Q2 2026, selling an estimated $15K and leaving 7 shares worth $333. The position accounts for ﹤0.01% of the portfolio, ranked #1273.
Plante Moran Financial Advisors first reported a position in NI in Q3 2015 and has held it in 44 quarters since. The position peaked at $49.1K in Q1 2025. 916 funds tracked by Wall St. Rank hold NI as of Q2 2026.
- Plante Moran Financial Advisors held 7 shares of NiSource worth $333 as of Q2 2026.
- Plante Moran Financial Advisors sold 316 NiSource shares in Q2 2026, an estimated $15K.
- NiSource made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #1273 holding.
- Plante Moran Financial Advisors first reported a position in NiSource in Q3 2015 and has held it in 44 quarters since.
- Plante Moran Financial Advisors's NiSource position peaked at $49.1K in Q1 2025.
- 916 funds tracked by Wall St. Rank held NiSource as of Q2 2026.
Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.