Rehmann Capital Advisory Group’s NiSource NI Stock Holding History

Rehmann Capital Advisory Group’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 Q3	–	Sell	-5,235	Closed	-$211K	–	663
2025 Q2	$211K	Buy	5,235 +90	+2%	+$3.53K	0.01%	574
2025 Q1	$206K	Buy	+5,145	New	+$198K	0.01%	577
2019 Q3	$60K	Sell	2,004 -25	-1%	-$733	0.01%	574
2019 Q2	$58.4K	Hold	2,029	–	–	0.01%	783
2019 Q1	$58.2K	Sell	2,029 -25	-1%	-$674	0.01%	765
2018 Q4	$52.1K	Sell	2,054 -13	-0.6%	-$335	0.01%	575
2018 Q3	$51.5K	Hold	2,067	–	–	0.01%	784
2018 Q2	$54.3K	Hold	2,067	–	–	0.01%	749
2018 Q1	$49K	Buy	+2,067	New	+$49K	0.01%	773

Other funds holding NI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Rehmann Capital Advisory Group's NI Position: Q3 2025 in Review

Rehmann Capital Advisory Group sold out of NiSource (NI) in Q3 2025, closing a stake of 5,235 shares — an estimated $211K sold.

Rehmann Capital Advisory Group first reported a position in NI in Q1 2018 and held it in 9 quarters. The position peaked at $211K in Q2 2025. 784 funds tracked by Wall St. Rank hold NI as of Q3 2025.

Rehmann Capital Advisory Group reported no remaining NiSource position as of Q3 2025 after selling out during the quarter.
Rehmann Capital Advisory Group sold 5,235 NiSource shares in Q3 2025, an estimated $211K.
Rehmann Capital Advisory Group first reported a position in NiSource in Q1 2018 and held it in 9 quarters.
Rehmann Capital Advisory Group's NiSource position peaked at $211K in Q2 2025.
784 funds tracked by Wall St. Rank held NiSource as of Q3 2025.

Based on Rehmann Capital Advisory Group's 13F filing for Q3 2025, filed 13 Nov 2025.