CMA
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Cedar Mountain Advisors’s NiSource NI Stock Holding History

Cedar Mountain Advisors’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 		$8.04K Hold
169
– – ﹤0.01% 553
2026
Q1 		$7.89K Buy
169
+155
+1,107% +$6.98K ﹤0.01% 526
2025
Q4 		$585 Hold
14
– – ﹤0.01% 589
2025
Q3 		$606 Buy
+14
New +$580 ﹤0.01% 585

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

Cedar Mountain Advisors's NI Position: Q2 2026 in Review

Cedar Mountain Advisors held its NiSource (NI) position steady in Q2 2026 at 169 shares worth $8.04K. The position accounts for ﹤0.01% of the portfolio, ranked #553.

Cedar Mountain Advisors first reported a position in NI in Q3 2025 and has held it in 4 quarters since. 914 funds tracked by Wall St. Rank hold NI as of Q2 2026.

  • Cedar Mountain Advisors held 169 shares of NiSource worth $8.04K as of Q2 2026.
  • Cedar Mountain Advisors left its NiSource share count unchanged in Q2 2026.
  • NiSource made up ﹤0.01% of Cedar Mountain Advisors's portfolio in Q2 2026, its #553 holding.
  • Cedar Mountain Advisors first reported a position in NiSource in Q3 2025 and has held it in 4 quarters since.
  • 914 funds tracked by Wall St. Rank held NiSource as of Q2 2026.

Based on Cedar Mountain Advisors's 13F filing for Q2 2026, filed 2 Jul 2026.