CFS
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CGC Financial Services’s NiSource NI Stock Holding History

CGC Financial Services’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 		$9.51K Hold
200
– – ﹤0.01% 228
2026
Q1 		$9.33K Hold
200
– – ﹤0.01% 217
2025
Q4 		$8.35K Hold
200
– – ﹤0.01% 239
2025
Q3 		$8.66K Buy
+200
New +$8.28K ﹤0.01% 240

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

CGC Financial Services's NI Position: Q2 2026 in Review

CGC Financial Services held its NiSource (NI) position steady in Q2 2026 at 200 shares worth $9.51K. The position accounts for ﹤0.01% of the portfolio, ranked #228.

CGC Financial Services 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.

  • CGC Financial Services held 200 shares of NiSource worth $9.51K as of Q2 2026.
  • CGC Financial Services left its NiSource share count unchanged in Q2 2026.
  • NiSource made up ﹤0.01% of CGC Financial Services's portfolio in Q2 2026, its #228 holding.
  • CGC Financial Services 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 CGC Financial Services's 13F filing for Q2 2026, filed 13 Jul 2026.