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Cornerstone Financial Management’s NiSource NI Stock Holding History

Cornerstone Financial 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 		$24K Buy
504
+22
+5% +$1.04K 0.02% 230
2026
Q1 		$22.5K Buy
482
+26
+6% +$1.17K 0.02% 190
2025
Q4 		$19K Buy
+456
New +$19.5K 0.02% 196

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

Cornerstone Financial Management's NI Position: Q2 2026 in Review

Cornerstone Financial Management increased its NiSource (NI) stake by 4.6% in Q2 2026, buying an estimated $1.04K and bringing the position to 504 shares worth $24K. The position accounts for 0.02% of the portfolio, ranked #230.

Cornerstone Financial Management first reported a position in NI in Q4 2025 and has held it in 3 quarters since. 913 funds tracked by Wall St. Rank hold NI as of Q2 2026.

  • Cornerstone Financial Management held 504 shares of NiSource worth $24K as of Q2 2026.
  • Cornerstone Financial Management bought 22 NiSource shares in Q2 2026, an estimated $1.04K.
  • NiSource made up 0.02% of Cornerstone Financial Management's portfolio in Q2 2026, its #230 holding.
  • Cornerstone Financial Management first reported a position in NiSource in Q4 2025 and has held it in 3 quarters since.
  • 913 funds tracked by Wall St. Rank held NiSource as of Q2 2026.

Based on Cornerstone Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.