Callan Family Office’s NiSource NI Stock Holding History

Callan Family Office’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	$622K	Buy	13,071 +62	+0.5%	+$2.93K	0.01%	742
2026 Q1	$607K	Sell	13,009 -164	-1%	-$7.39K	0.01%	702
2025 Q4	$550K	Buy	13,173 +3,527	+37%	+$151K	0.01%	756
2025 Q3	$418K	Sell	9,646 -1,225	-11%	-$50.7K	0.01%	592
2025 Q2	$439K	Buy	10,871 +3,208	+42%	+$126K	0.01%	634
2025 Q1	$307K	Buy	7,663 +106	+1%	+$4.08K	0.02%	420
2024 Q4	$278K	Buy	+7,557	New	+$271K	0.02%	501

Other funds holding NI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Callan Family Office's NI Position: Q2 2026 in Review

Callan Family Office increased its NiSource (NI) stake by 0.48% in Q2 2026, buying an estimated $2.93K and bringing the position to 13,071 shares worth $622K. The position accounts for 0.01% of the portfolio, ranked #742.

Callan Family Office first reported a position in NI in Q4 2024 and has held it in 7 quarters since. 912 funds tracked by Wall St. Rank hold NI as of Q2 2026.

Callan Family Office held 13,071 shares of NiSource worth $622K as of Q2 2026.
Callan Family Office bought 62 NiSource shares in Q2 2026, an estimated $2.93K.
NiSource made up 0.01% of Callan Family Office's portfolio in Q2 2026, its #742 holding.
Callan Family Office first reported a position in NiSource in Q4 2024 and has held it in 7 quarters since.
912 funds tracked by Wall St. Rank held NiSource as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.