CCWM
NI icon

Cassaday & Co Wealth Management’s NiSource NI Stock Holding History

Cassaday & Co Wealth Management’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 		$20.3K Hold
427
– – ﹤0.01% 770
2026
Q1 		$19.9K Buy
+427
New +$19.2K ﹤0.01% 786

Other funds holding NI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Cassaday & Co Wealth Management's NI Position: Q2 2026 in Review

Cassaday & Co Wealth Management held its NiSource (NI) position steady in Q2 2026 at 427 shares worth $20.3K. The position accounts for ﹤0.01% of the portfolio, ranked #770.

Cassaday & Co Wealth Management first reported a position in NI in Q1 2026 and has held it in 2 quarters since. 912 funds tracked by Wall St. Rank hold NI as of Q2 2026.

  • Cassaday & Co Wealth Management held 427 shares of NiSource worth $20.3K as of Q2 2026.
  • Cassaday & Co Wealth Management left its NiSource share count unchanged in Q2 2026.
  • NiSource made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #770 holding.
  • Cassaday & Co Wealth Management first reported a position in NiSource in Q1 2026 and has held it in 2 quarters since.
  • 912 funds tracked by Wall St. Rank held NiSource as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.