Cherokee Insurance’s NiSource NI Stock Holding History

Cherokee Insurance’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	$476K	Hold	10,000	–	–	0.18%	85
2026 Q1	$467K	Hold	10,000	–	–	0.18%	87
2025 Q4	$418K	Hold	10,000	–	–	0.17%	86
2025 Q3	$433K	Hold	10,000	–	–	0.19%	87
2025 Q2	$403K	Hold	10,000	–	–	0.18%	89
2025 Q1	$401K	Hold	10,000	–	–	0.18%	85
2024 Q4	$368K	Buy	+10,000	New	+$359K	0.17%	83

Other funds holding NI

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

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

WHRC

W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return

DPIM

Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return

MMA

Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

TCW Group Los Angeles, California $14.9B AUM 46.29% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Cherokee Insurance's NI Position: Q2 2026 in Review

Cherokee Insurance held its NiSource (NI) position steady in Q2 2026 at 10,000 shares worth $476K. The position accounts for 0.18% of the portfolio, ranked #85.

Cherokee Insurance first reported a position in NI in Q4 2024 and has held it in 7 quarters since. 375 funds tracked by Wall St. Rank hold NI as of Q2 2026.

Cherokee Insurance held 10,000 shares of NiSource worth $476K as of Q2 2026.
Cherokee Insurance left its NiSource share count unchanged in Q2 2026.
NiSource made up 0.18% of Cherokee Insurance's portfolio in Q2 2026, its #85 holding.
Cherokee Insurance first reported a position in NiSource in Q4 2024 and has held it in 7 quarters since.
375 funds tracked by Wall St. Rank held NiSource as of Q2 2026.

Based on Cherokee Insurance's 13F filing for Q2 2026, filed 3 Aug 2026.