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COMPASS FINANCIAL MANAGEMENT LLC’s NiSource NI Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’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 		$25.7K Buy
+551
New +$26.1K ﹤0.01% 840

Other funds holding NI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VPM
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
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's NI Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in NiSource (NI) in Q2 2026: 551 shares worth $25.7K. The stake represents ﹤0.01% of the portfolio and ranks #840 among its holdings.

725 funds tracked by Wall St. Rank hold NI as of Q2 2026.

  • COMPASS FINANCIAL MANAGEMENT LLC held 551 shares of NiSource worth $25.7K as of Q2 2026.
  • NiSource was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
  • NiSource made up ﹤0.01% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #840 holding.
  • 725 funds tracked by Wall St. Rank held NiSource as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.