CWG
NI icon

Cornerstone Wealth Group’s NiSource NI Stock Holding History

Cornerstone Wealth Group’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 		$296K Buy
6,231
+50
+0.8% +$2.37K 0.02% 357
2026
Q1 		$290K Buy
6,181
+77
+1% +$3.47K 0.02% 332
2025
Q4 		$255K Buy
6,104
+361
+6% +$15.4K 0.02% 308
2025
Q3 		$249K Buy
5,743
+225
+4% +$9.31K 0.02% 292
2025
Q2 		$223K Buy
5,518
+73
+1% +$2.86K 0.02% 295
2025
Q1 		$218K Buy
+5,445
New +$210K 0.02% 264

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 Wealth Group's NI Position: Q2 2026 in Review

Cornerstone Wealth Group increased its NiSource (NI) stake by 0.81% in Q2 2026, buying an estimated $2.37K and bringing the position to 6,231 shares worth $296K. The position accounts for 0.02% of the portfolio, ranked #357.

Cornerstone Wealth Group first reported a position in NI in Q1 2025 and has held it in 6 quarters since. 914 funds tracked by Wall St. Rank hold NI as of Q2 2026.

  • Cornerstone Wealth Group held 6,231 shares of NiSource worth $296K as of Q2 2026.
  • Cornerstone Wealth Group bought 50 NiSource shares in Q2 2026, an estimated $2.37K.
  • NiSource made up 0.02% of Cornerstone Wealth Group's portfolio in Q2 2026, its #357 holding.
  • Cornerstone Wealth Group first reported a position in NiSource in Q1 2025 and has held it in 6 quarters since.
  • 914 funds tracked by Wall St. Rank held NiSource as of Q2 2026.

Based on Cornerstone Wealth Group's 13F filing for Q2 2026, filed 27 Jul 2026.