FFO
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Fortitude Family Office’s NiSource NI Stock Holding History

Fortitude 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 		$15.5K Hold
327
– – ﹤0.01% 617
2026
Q1 		$15.3K Buy
327
+130
+66% +$5.86K ﹤0.01% 506
2025
Q4 		$8.23K Sell
197
-35
-15% -$1.5K ﹤0.01% 646
2025
Q3 		$10K Sell
232
-25
-10% -$1.03K ﹤0.01% 568
2025
Q2 		$10.4K Buy
257
+16
+7% +$627 ﹤0.01% 540
2025
Q1 		$9.66K Hold
241
– – ﹤0.01% 545
2024
Q4 		$8.86K Hold
241
– – ﹤0.01% 663
2024
Q3 		$8.35K Hold
241
– – ﹤0.01% 615
2024
Q2 		$6.94K Hold
241
– – ﹤0.01% 494
2024
Q1 		$6.67K Buy
241
+174
+260% +$4.57K ﹤0.01% 495
2023
Q4 		$1.78K Buy
+67
New +$1.72K ﹤0.01% 887

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

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

Fortitude Family Office held its NiSource (NI) position steady in Q2 2026 at 327 shares worth $15.5K. The position accounts for ﹤0.01% of the portfolio, ranked #617.

Fortitude Family Office first reported a position in NI in Q4 2023 and has held it in 11 quarters since. 916 funds tracked by Wall St. Rank hold NI as of Q2 2026.

  • Fortitude Family Office held 327 shares of NiSource worth $15.5K as of Q2 2026.
  • Fortitude Family Office left its NiSource share count unchanged in Q2 2026.
  • NiSource made up ﹤0.01% of Fortitude Family Office's portfolio in Q2 2026, its #617 holding.
  • Fortitude Family Office first reported a position in NiSource in Q4 2023 and has held it in 11 quarters since.
  • 916 funds tracked by Wall St. Rank held NiSource as of Q2 2026.

Based on Fortitude Family Office's 13F filing for Q2 2026, filed 20 Jul 2026.