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BFC Planning, Inc.’s NiSource NI Stock Holding History

BFC Planning, 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 		$56.1K Buy
1,179
+1,039
+742% +$49.2K ﹤0.01% 1497
2026
Q1 		$6.55K Hold
140
– – ﹤0.01% 2207
2025
Q4 		$5.85K Hold
140
– – ﹤0.01% 2295
2025
Q3 		$6.05K Buy
140
+1
+0.7% +$41 ﹤0.01% 2133
2025
Q2 		$5.62K Hold
139
– – ﹤0.01% 2018
2025
Q1 		$5.57K Buy
139
+1
+0.7% +$39 ﹤0.01% 1986
2024
Q4 		$5.09K Buy
+138
New +$4.96K ﹤0.01% 2017

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 $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
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
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

BFC Planning, Inc.'s NI Position: Q2 2026 in Review

BFC Planning, Inc. increased its NiSource (NI) stake by 742% in Q2 2026, buying an estimated $49.2K and bringing the position to 1,179 shares worth $56.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1497.

BFC Planning, Inc. first reported a position in NI in Q4 2024 and has held it in 7 quarters since. 919 funds tracked by Wall St. Rank hold NI as of Q2 2026.

  • BFC Planning, Inc. held 1,179 shares of NiSource worth $56.1K as of Q2 2026.
  • BFC Planning, Inc. bought 1,039 NiSource shares in Q2 2026, an estimated $49.2K.
  • NiSource made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #1497 holding.
  • BFC Planning, Inc. first reported a position in NiSource in Q4 2024 and has held it in 7 quarters since.
  • 919 funds tracked by Wall St. Rank held NiSource as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.