Compass Financial Management
NI icon

Compass Financial Management’s NiSource NI Stock Holding History

Compass Financial Management’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
Q3 		$20.9K Sell
536
-15
-3% -$645 ﹤0.01% 943
2026
Q2 		$25.7K Buy
+551
New +$26.1K ﹤0.01% 840

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Invesco
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Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Compass Financial Management's NI Position: Q3 2026 in Review

Compass Financial Management reduced its NiSource (NI) stake by 2.7% in Q3 2026, selling an estimated $645 and leaving 536 shares worth $20.9K. The position accounts for ﹤0.01% of the portfolio, ranked #943.

Compass Financial Management first reported a position in NI in Q2 2026 and has held it in 2 quarters since. The position peaked at $25.7K in Q2 2026. 738 funds tracked by Wall St. Rank hold NI as of Q3 2026.

  • Compass Financial Management held 536 shares of NiSource worth $20.9K as of Q3 2026.
  • Compass Financial Management sold 15 NiSource shares in Q3 2026, an estimated $645.
  • NiSource made up ﹤0.01% of Compass Financial Management's portfolio in Q3 2026, its #943 holding.
  • Compass Financial Management first reported a position in NiSource in Q2 2026 and has held it in 2 quarters since.
  • Compass Financial Management's NiSource position peaked at $25.7K in Q2 2026.
  • 738 funds tracked by Wall St. Rank held NiSource as of Q3 2026.

Based on Compass Financial Management's 13F filing for Q3 2026, filed 30 Oct 2026.