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Community Financial Services Group’s NiSource NI Stock Holding History

Community Financial Services 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 		$74.1K Hold
1,582
– – 0.01% 197
2026
Q1 		$74.2K Buy
+1,582
New +$71.3K 0.01% 164
2015
Q4 		– Sell
-1,408
Closed -$26K – 169
2015
Q3 		$26K Sell
1,408
-2,175
-61% -$37.2K 0.01% 163
2015
Q2 		$64K Hold
3,583
– – 0.03% 114
2015
Q1 		$62K Hold
3,583
– – 0.03% 115
2014
Q4 		$60K Hold
3,583
– – 0.03% 121
2014
Q3 		$58K Hold
3,583
– – 0.03% 114
2014
Q2 		$55K Hold
3,583
– – 0.03% 113
2014
Q1 		$50K Buy
+3,583
New +$48.5K 0.02% 114
2013
Q4 		– Sell
-3,583
Closed -$43K – 145
2013
Q3 		$43K Buy
+3,583
New +$42.4K 0.02% 115

Other funds holding NI

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
TE
Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
GIM
Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
AIM
Ausbil Investment Management Sydney, Australia $221M AUM 35.27% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM

Community Financial Services Group's NI Position: Q2 2026 in Review

Community Financial Services Group held its NiSource (NI) position steady in Q2 2026 at 1,582 shares worth $74.1K. The position accounts for 0.01% of the portfolio, ranked #197.

Community Financial Services Group first reported a position in NI in Q3 2013 and has held it in 10 quarters since. The position peaked at $74.2K in Q1 2026. 115 funds tracked by Wall St. Rank hold NI as of Q2 2026.

  • Community Financial Services Group held 1,582 shares of NiSource worth $74.1K as of Q2 2026.
  • Community Financial Services Group left its NiSource share count unchanged in Q2 2026.
  • NiSource made up 0.01% of Community Financial Services Group's portfolio in Q2 2026, its #197 holding.
  • Community Financial Services Group first reported a position in NiSource in Q3 2013 and has held it in 10 quarters since.
  • Community Financial Services Group's NiSource position peaked at $74.2K in Q1 2026.
  • 115 funds tracked by Wall St. Rank held NiSource as of Q2 2026.

Based on Community Financial Services Group's 13F filing for Q2 2026, filed 9 Jul 2026.