Bank of Montreal’s NiSource NI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $158M | Buy |
3,393,371
+1,623,589
| +92% | +$73.1M | 0.06% | 264 |
|
|
2025
Q4 | $73.9M | Sell |
1,769,782
-884,833
| -33% | -$37.8M | 0.03% | 446 |
|
|
2025
Q3 | $115M | Sell |
2,654,615
-2,700,576
| -50% | -$112M | 0.04% | 296 |
|
|
2025
Q2 | $216M | Sell |
5,355,191
-33,994
| -0.6% | -$1.33M | 0.1% | 143 |
|
|
2025
Q1 | $216M | Buy |
5,389,185
+3,356,880
| +165% | +$129M | 0.11% | 147 |
|
|
2024
Q4 | $74.7M | Sell |
2,032,305
-3,092,604
| -60% | -$111M | 0.03% | 353 |
|
|
2024
Q3 | $176M | Buy |
5,124,909
+1,782,078
| +53% | +$56.9M | 0.08% | 201 |
|
|
2024
Q2 | $96.4M | Buy |
3,342,831
+1,353,977
| +68% | +$38.2M | 0.03% | 290 |
|
|
2024
Q1 | $55.1M | Sell |
1,988,854
-1,009,306
| -34% | -$26.5M | 0.02% | 422 |
|
|
2023
Q4 | $79.7M | Buy |
2,998,160
+1,916,219
| +177% | +$49.2M | 0.02% | 351 |
|
|
2023
Q3 | $30M | Sell |
1,081,941
-149,196
| -12% | -$4.03M | 0.01% | 582 |
|
|
2023
Q2 | $34M | Sell |
1,231,137
-13,165
| -1% | -$365K | 0.01% | 529 |
|
|
2023
Q1 | $34.8M | Sell |
1,244,302
-278,776
| -18% | -$7.63M | 0.01% | 492 |
|
|
2022
Q4 | $42.2M | Sell |
1,523,078
-201,481
| -12% | -$5.29M | 0.02% | 440 |
|
|
2022
Q3 | $46.3K | Buy |
1,724,559
+725,528
| +73% | +$21.4M | 0.02% | 390 |
|
|
2022
Q2 | $29.7K | Buy |
999,031
+255,062
| +34% | +$7.72M | 0.01% | 603 |
|
|
2022
Q1 | $23.5M | Sell |
743,969
-786,839
| -51% | -$22.8M | 0.01% | 750 |
|
|
2021
Q4 | $42.2M | Sell |
1,530,808
-41,064
| -3% | -$1.04M | 0.02% | 487 |
|
|
2021
Q3 | $38.1M | Buy |
1,571,872
+593,197
| +61% | +$14.8M | 0.02% | 656 |
|
|
2021
Q2 | $24.5M | Buy |
978,675
+128,252
| +15% | +$3.26M | 0.01% | 807 |
|
|
2021
Q1 | $21M | Sell |
850,423
-32,344
| -4% | -$729K | 0.01% | 676 |
|
|
2020
Q4 | $19.3M | Sell |
882,767
-48,182
| -5% | -$1.13M | 0.01% | 723 |
|
|
2020
Q3 | $20.9M | Sell |
930,949
-1,236,291
| -57% | -$28.7M | 0.02% | 570 |
|
|
2020
Q2 | $49.7M | Sell |
2,167,240
-822,580
| -28% | -$19.8M | 0.05% | 321 |
|
|
2020
Q1 | $70.2M | Buy |
2,989,820
+2,233,935
| +296% | +$61.8M | 0.08% | 210 |
|
|
2019
Q4 | $21M | Buy |
755,885
+72,859
| +11% | +$2M | 0.02% | 678 |
|
|
2019
Q3 | $20.4M | Buy |
683,026
+144,383
| +27% | +$4.24M | 0.02% | 620 |
|
|
2019
Q2 | $15.5M | Buy |
538,643
+94,587
| +21% | +$2.66M | 0.01% | 728 |
|
|
2019
Q1 | $12.7M | Buy |
444,056
+5,118
| +1% | +$138K | 0.01% | 767 |
|
|
2018
Q4 | $11.1M | Sell |
438,938
-203,867
| -32% | -$5.26M | 0.01% | 744 |
|
|
2018
Q3 | $16M | Buy |
642,805
+143,120
| +29% | +$3.79M | 0.01% | 739 |
|
|
2018
Q2 | $13.1M | Buy |
499,685
+33,344
| +7% | +$817K | 0.01% | 785 |
|
|
2018
Q1 | $11.2M | Sell |
466,341
-48,492
| -9% | -$1.15M | 0.01% | 816 |
|
|
2017
Q4 | $13.2M | Buy |
514,833
+58,418
| +13% | +$1.55M | 0.01% | 759 |
|
|
2017
Q3 | $11.7M | Buy |
456,415
+7,200
| +2% | +$189K | 0.01% | 787 |
|
|
2017
Q2 | $11.4M | Sell |
449,215
-4,689
| -1% | -$117K | 0.01% | 802 |
|
|
2017
Q1 | $10.8M | Buy |
453,904
+25,271
| +6% | +$578K | 0.01% | 782 |
|
|
2016
Q4 | $9.4M | Sell |
428,633
-51,053
| -11% | -$1.14M | 0.01% | 833 |
|
|
2016
Q3 | $11.6M | Buy |
479,686
+43,464
| +10% | +$1.09M | 0.01% | 753 |
|
|
2016
Q2 | $11.6M | Sell |
436,222
-288,866
| -40% | -$6.93M | 0.01% | 737 |
|
|
2016
Q1 | $17.1M | Buy |
725,088
+148,870
| +26% | +$3.19M | 0.02% | 554 |
|
|
2015
Q4 | $11.2M | Buy |
576,218
+285,409
| +98% | +$5.49M | 0.01% | 676 |
|
|
2015
Q3 | $5.39M | Sell |
290,809
-378,691
| -57% | -$6.48M | 0.01% | 945 |
|
|
2015
Q2 | $4.49M | Sell |
669,500
-96,349
| -13% | -$1.71M | 0.01% | 1098 |
|
|
2015
Q1 | $13.3M | Buy |
765,849
+99,079
| +15% | +$1.68M | 0.02% | 678 |
|
|
2014
Q4 | $11.1M | Buy |
666,770
+94,298
| +16% | +$1.54M | 0.01% | 738 |
|
|
2014
Q3 | $9.22M | Buy |
572,472
+57,509
| +11% | +$879K | 0.01% | 829 |
|
|
2014
Q2 | $7.96M | Buy |
514,963
+69,222
| +16% | +$1M | 0.01% | 903 |
|
|
2014
Q1 | $6.22M | Sell |
445,741
-533,453
| -54% | -$7.21M | 0.01% | 856 |
|
|
2013
Q4 | $12.7M | Buy |
979,194
+553,370
| +130% | +$6.86M | 0.02% | 518 |
|
|
2013
Q3 | $5.17M | Buy |
425,824
+18,293
| +4% | +$217K | 0.01% | 771 |
|
|
2013
Q2 | $4.59M | Buy |
+407,531
| New | +$4.71M | 0.01% | 755 |
|
Other funds holding NI
VCM
VPM
Bank of Montreal's NI Position: Q1 2026 in Review
Bank of Montreal increased its NiSource (NI) stake by 92% in Q1 2026, buying an estimated $73.1M and bringing the position to 3,393,371 shares worth $158M. The position accounts for 0.06% of the portfolio, ranked #264.
Bank of Montreal first reported a position in NI in Q2 2013 and has held it in 52 quarters since. The position peaked at $216M in Q1 2025. 878 funds tracked by Wall St. Rank hold NI as of Q1 2026.
- Bank of Montreal held 3,393,371 shares of NiSource worth $158M as of Q1 2026.
- Bank of Montreal bought 1,623,589 NiSource shares in Q1 2026, an estimated $73.1M.
- NiSource made up 0.06% of Bank of Montreal's portfolio in Q1 2026, its #264 holding.
- Bank of Montreal first reported a position in NiSource in Q2 2013 and has held it in 52 quarters since.
- Bank of Montreal's NiSource position peaked at $216M in Q1 2025.
- 878 funds tracked by Wall St. Rank held NiSource as of Q1 2026.
Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.