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CWA Asset Management Group’s NiSource NI Stock Holding History

CWA Asset Management 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 		$207K Buy
+4,348
New +$206K 0.01% 667
2024
Q1 		– Sell
-10,122
Closed -$269K – 553
2023
Q4 		$269K Buy
+10,122
New +$260K 0.02% 358

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

CWA Asset Management Group's NI Position: Q2 2026 in Review

CWA Asset Management Group opened a new position in NiSource (NI) in Q2 2026: 4,348 shares worth $207K. The stake represents 0.01% of the portfolio and ranks #667 among its holdings. This is a return to the name: CWA Asset Management Group previously reported a position in NI as recently as Q4 2023.

CWA Asset Management Group first reported a position in NI in Q4 2023 and has held it in 2 quarters since. The position peaked at $269K in Q4 2023. 914 funds tracked by Wall St. Rank hold NI as of Q2 2026.

  • CWA Asset Management Group held 4,348 shares of NiSource worth $207K as of Q2 2026.
  • NiSource was a new CWA Asset Management Group position in Q2 2026.
  • NiSource made up 0.01% of CWA Asset Management Group's portfolio in Q2 2026, its #667 holding.
  • CWA Asset Management Group first reported a position in NiSource in Q4 2023 and has held it in 2 quarters since.
  • CWA Asset Management Group's NiSource position peaked at $269K in Q4 2023.
  • 914 funds tracked by Wall St. Rank held NiSource as of Q2 2026.

Based on CWA Asset Management Group's 13F filing for Q2 2026, filed 14 Jul 2026.