Farmers & Merchants Investments Inc’s NiSource NI Stock Holding History

Farmers & Merchants Investments Inc’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	$14K	Buy	295 +15	+5%	+$710	﹤0.01%	691
2026 Q1	$13.1K	Hold	280	–	–	﹤0.01%	689
2025 Q4	$11.7K	Hold	280	–	–	﹤0.01%	698
2025 Q3	$12.1K	Hold	280	–	–	﹤0.01%	698
2025 Q2	$11.3K	Buy	280 +30	+12%	+$1.18K	﹤0.01%	695
2025 Q1	$10K	Hold	250	–	–	﹤0.01%	692
2024 Q4	$9.19K	Hold	250	–	–	﹤0.01%	707
2024 Q3	$8.66K	Hold	250	–	–	﹤0.01%	726
2024 Q2	$7.2K	Hold	250	–	–	﹤0.01%	734
2024 Q1	$6.92K	Hold	250	–	–	﹤0.01%	696
2023 Q4	$6.64K	Hold	250	–	–	﹤0.01%	707
2023 Q3	$6.17K	Hold	250	–	–	﹤0.01%	704
2023 Q2	$6.84K	Hold	250	–	–	﹤0.01%	713
2023 Q1	$6.99K	Hold	250	–	–	﹤0.01%	685
2022 Q4	$6.86K	Hold	250	–	–	﹤0.01%	717
2022 Q3	$6K	Buy	250 +45	+22%	+$1.32K	﹤0.01%	729
2022 Q2	$6K	Hold	205	–	–	﹤0.01%	827
2022 Q1	$7K	Hold	205	–	–	﹤0.01%	838
2021 Q4	$6K	Hold	205	–	–	﹤0.01%	873
2021 Q3	$5K	Hold	205	–	–	﹤0.01%	855
2021 Q2	$5K	Buy	205 +10	+5%	+$254	﹤0.01%	784
2021 Q1	$5K	Hold	195	–	–	﹤0.01%	772
2020 Q4	$4K	Hold	195	–	–	﹤0.01%	788
2020 Q3	$4K	Buy	195 +5	+3%	+$116	﹤0.01%	755
2020 Q2	$4K	Buy	190 +10	+6%	+$241	﹤0.01%	749
2020 Q1	$4K	Hold	180	–	–	﹤0.01%	710
2019 Q4	$5K	Hold	180	–	–	﹤0.01%	755
2019 Q3	$5K	Hold	180	–	–	﹤0.01%	736
2019 Q2	$5K	Buy	180 +41	+29%	+$1.16K	﹤0.01%	739
2019 Q1	$4K	Sell	139 -10	-7%	-$270	﹤0.01%	771
2018 Q4	$4K	Hold	149	–	–	﹤0.01%	706
2018 Q3	$4K	Buy	149 +11	+8%	+$291	﹤0.01%	759
2018 Q2	$4K	Hold	138	–	–	﹤0.01%	757
2018 Q1	$3K	Hold	138	–	–	﹤0.01%	779
2017 Q4	$4K	Hold	138	–	–	﹤0.01%	757
2017 Q3	$4K	Buy	138 +45	+48%	+$1.18K	﹤0.01%	721
2017 Q2	$2K	Hold	93	–	–	﹤0.01%	764
2017 Q1	$2K	Hold	93	–	–	﹤0.01%	685
2016 Q4	$2K	Hold	93	–	–	﹤0.01%	745
2016 Q3	$2K	Hold	93	–	–	﹤0.01%	695
2016 Q2	$2K	Hold	93	–	–	﹤0.01%	656
2016 Q1	$2K	Hold	93	–	–	﹤0.01%	672
2015 Q4	$2K	Hold	93	–	–	﹤0.01%	653
2015 Q3	$2K	Sell	93 -144	-61%	-$2.46K	﹤0.01%	674
2015 Q2	$4K	Sell	237 -763	-76%	-$13.6K	﹤0.01%	640
2015 Q1	$17K	Buy	1,000 +236	+31%	+$4K	﹤0.01%	423
2014 Q4	$13K	Hold	764	–	–	﹤0.01%	453
2014 Q3	$12K	Buy	+764	New	+$11.7K	﹤0.01%	475

Other funds holding NI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

WHRC

W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return

DPIM

Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Antipodes Partners Royal Exchange, Australia $5.46B AUM 26.64% 1-Year Est. Return

MMA

Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return

Farmers & Merchants Investments Inc's NI Position: Q2 2026 in Review

Farmers & Merchants Investments Inc increased its NiSource (NI) stake by 5.4% in Q2 2026, buying an estimated $710 and bringing the position to 295 shares worth $14K. The position accounts for ﹤0.01% of the portfolio, ranked #691.

Farmers & Merchants Investments Inc first reported a position in NI in Q3 2014 and has held it in 48 quarters since. The position peaked at $17K in Q1 2015. 520 funds tracked by Wall St. Rank hold NI as of Q2 2026.

Farmers & Merchants Investments Inc held 295 shares of NiSource worth $14K as of Q2 2026.
Farmers & Merchants Investments Inc bought 15 NiSource shares in Q2 2026, an estimated $710.
NiSource made up ﹤0.01% of Farmers & Merchants Investments Inc's portfolio in Q2 2026, its #691 holding.
Farmers & Merchants Investments Inc first reported a position in NiSource in Q3 2014 and has held it in 48 quarters since.
Farmers & Merchants Investments Inc's NiSource position peaked at $17K in Q1 2015.
520 funds tracked by Wall St. Rank held NiSource as of Q2 2026.

Based on Farmers & Merchants Investments Inc's 13F filing for Q2 2026, filed 20 Jul 2026.