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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
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
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 $3.37T AUM 44.26% 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
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
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Compass Financial Management's NI Position: Q2 2026 in Review

Compass Financial Management 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.

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

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

Based on Compass Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.