Financial Management Professionals’s NiSource NI Stock Holding History

Financial Management Professionals’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	$6.94K	Buy	146 +27	+23%	+$1.28K	﹤0.01%	643
2026 Q1	$5.55K	Hold	119	–	–	﹤0.01%	609
2025 Q4	$4.97K	Sell	119 -8	-6%	-$342	﹤0.01%	628
2025 Q3	$5.5K	Sell	127 -2	-2%	-$83	﹤0.01%	591
2025 Q2	$5.2K	Hold	129	–	–	﹤0.01%	622
2025 Q1	$5.17K	Buy	129 +93	+258%	+$3.58K	﹤0.01%	631
2024 Q4	$1.32K	Buy	36 +8	+29%	+$287	﹤0.01%	778
2024 Q3	$1K	Hold	28	–	–	﹤0.01%	853
2024 Q2	$1K	Sell	28 -36	-56%	-$1.01K	﹤0.01%	813
2024 Q1	$2K	Hold	64	–	–	﹤0.01%	761
2023 Q4	$2K	Hold	64	–	–	﹤0.01%	761
2023 Q3	$2K	Hold	64	–	–	﹤0.01%	718
2023 Q2	$2K	Hold	64	–	–	﹤0.01%	751
2023 Q1	$2K	Hold	64	–	–	﹤0.01%	807
2022 Q4	$2K	Hold	64	–	–	﹤0.01%	750
2022 Q3	$2K	Hold	64	–	–	﹤0.01%	754
2022 Q2	$2K	Sell	64 -15	-19%	-$454	﹤0.01%	763
2022 Q1	$3K	Hold	79	–	–	﹤0.01%	728
2021 Q4	$2K	Hold	79	–	–	﹤0.01%	736
2021 Q3	$2K	Hold	79	–	–	﹤0.01%	732
2021 Q2	$2K	Buy	+79	New	+$2.01K	﹤0.01%	693

Other funds holding NI

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Financial Management Professionals increased its NiSource (NI) stake by 23% in Q2 2026, buying an estimated $1.28K and bringing the position to 146 shares worth $6.94K. The position accounts for ﹤0.01% of the portfolio, ranked #643.

Financial Management Professionals first reported a position in NI in Q2 2021 and has held it in 21 quarters since. 914 funds tracked by Wall St. Rank hold NI as of Q2 2026.

Financial Management Professionals held 146 shares of NiSource worth $6.94K as of Q2 2026.
Financial Management Professionals bought 27 NiSource shares in Q2 2026, an estimated $1.28K.
NiSource made up ﹤0.01% of Financial Management Professionals's portfolio in Q2 2026, its #643 holding.
Financial Management Professionals first reported a position in NiSource in Q2 2021 and has held it in 21 quarters since.
914 funds tracked by Wall St. Rank held NiSource as of Q2 2026.

Based on Financial Management Professionals's 13F filing for Q2 2026, filed 9 Jul 2026.