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Cromwell Holdings’s NiSource NI Stock Holding History

Cromwell Holdings’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 		$68.2K Buy
1,435
+41
+3% +$1.94K 0.03% 438
2026
Q1 		$65K Buy
1,394
+27
+2% +$1.22K 0.04% 419
2025
Q4 		$57.1K Hold
1,367
– – 0.03% 442
2025
Q3 		$59.2K Hold
1,367
– – 0.03% 445
2025
Q2 		$55.1K Buy
1,367
+26
+2% +$1.02K 0.03% 441
2025
Q1 		$53.8K Buy
1,341
+26
+2% +$1K 0.03% 437
2024
Q4 		$48.3K Hold
1,315
– – 0.03% 465
2024
Q3 		$45.6K Hold
1,315
– – 0.03% 472
2024
Q2 		$37.9K Buy
+1,315
New +$37.1K 0.02% 493

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

Cromwell Holdings's NI Position: Q2 2026 in Review

Cromwell Holdings increased its NiSource (NI) stake by 2.9% in Q2 2026, buying an estimated $1.94K and bringing the position to 1,435 shares worth $68.2K. The position accounts for 0.03% of the portfolio, ranked #438.

Cromwell Holdings first reported a position in NI in Q2 2024 and has held it in 9 quarters since. 912 funds tracked by Wall St. Rank hold NI as of Q2 2026.

  • Cromwell Holdings held 1,435 shares of NiSource worth $68.2K as of Q2 2026.
  • Cromwell Holdings bought 41 NiSource shares in Q2 2026, an estimated $1.94K.
  • NiSource made up 0.03% of Cromwell Holdings's portfolio in Q2 2026, its #438 holding.
  • Cromwell Holdings first reported a position in NiSource in Q2 2024 and has held it in 9 quarters since.
  • 912 funds tracked by Wall St. Rank held NiSource as of Q2 2026.

Based on Cromwell Holdings's 13F filing for Q2 2026, filed 14 Jul 2026.