CFO
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CVA Family Office’s NiSource NI Stock Holding History

CVA Family Office’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 		$25.1K Buy
528
+23
+5% +$1.09K ﹤0.01% 759
2026
Q1 		$23.6K Buy
505
+450
+818% +$20.3K ﹤0.01% 762
2025
Q4 		$2.3K Hold
55
– – ﹤0.01% 968
2025
Q3 		$2.38K Hold
55
– – ﹤0.01% 982
2025
Q2 		$2.22K Buy
55
+15
+38% +$588 ﹤0.01% 981
2025
Q1 		$1.6K Buy
40
+16
+67% +$616 ﹤0.01% 1034
2024
Q4 		$882 Buy
+24
New +$862 ﹤0.01% 1114
2023
Q3 		– Sell
-35
Closed -$957 – 695
2023
Q2 		$957 Hold
35
– – ﹤0.01% 952
2023
Q1 		$979 Hold
35
– – ﹤0.01% 905
2022
Q4 		$960 Buy
+35
New +$920 ﹤0.01% 868

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 $3.38T AUM 44.17% 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

CVA Family Office's NI Position: Q2 2026 in Review

CVA Family Office increased its NiSource (NI) stake by 4.6% in Q2 2026, buying an estimated $1.09K and bringing the position to 528 shares worth $25.1K. The position accounts for ﹤0.01% of the portfolio, ranked #759.

CVA Family Office first reported a position in NI in Q4 2022 and has held it in 10 quarters since. 916 funds tracked by Wall St. Rank hold NI as of Q2 2026.

  • CVA Family Office held 528 shares of NiSource worth $25.1K as of Q2 2026.
  • CVA Family Office bought 23 NiSource shares in Q2 2026, an estimated $1.09K.
  • NiSource made up ﹤0.01% of CVA Family Office's portfolio in Q2 2026, its #759 holding.
  • CVA Family Office first reported a position in NiSource in Q4 2022 and has held it in 10 quarters since.
  • 916 funds tracked by Wall St. Rank held NiSource as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.