Key Financial Inc’s NiSource NI Stock Holding History

Key Financial 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	$18K	Hold	378	–	–	﹤0.01%	747
2026 Q1	$17.6K	Hold	378	–	–	﹤0.01%	754
2025 Q4	$15.8K	Hold	378	–	–	﹤0.01%	768
2025 Q3	$16.3K	Hold	378	–	–	﹤0.01%	758
2025 Q2	$15.2K	Hold	378	–	–	﹤0.01%	753
2025 Q1	$15.2K	Hold	378	–	–	﹤0.01%	729
2024 Q4	$13.9K	Hold	378	–	–	﹤0.01%	743
2024 Q3	$13.1K	Hold	378	–	–	﹤0.01%	730
2024 Q2	$10.9K	Hold	378	–	–	﹤0.01%	751
2024 Q1	$10.5K	Hold	378	–	–	﹤0.01%	740
2023 Q4	$10K	Hold	378	–	–	﹤0.01%	736
2023 Q3	$9.33K	Hold	378	–	–	﹤0.01%	729
2023 Q2	$10.3K	Hold	378	–	–	﹤0.01%	714
2023 Q1	$10.6K	Hold	378	–	–	﹤0.01%	664
2022 Q4	$9.52K	Hold	378	–	–	﹤0.01%	638
2022 Q3	$10K	Hold	378	–	–	﹤0.01%	633
2022 Q2	$11K	Hold	378	–	–	0.01%	611
2022 Q1	$12K	Hold	378	–	–	0.01%	596
2021 Q4	$10K	Hold	378	–	–	0.01%	595
2021 Q3	$9K	Hold	378	–	–	0.01%	604
2021 Q2	$9K	Hold	378	–	–	0.01%	593
2021 Q1	$9K	Hold	378	–	–	0.01%	504
2020 Q4	$9K	Buy	+378	New	+$8.84K	0.01%	476
2020 Q2	–	Sell	-378	Closed	-$10K	–	436
2020 Q1	$10K	Buy	+378	New	+$10.4K	0.01%	404

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

Key Financial Inc's NI Position: Q2 2026 in Review

Key Financial Inc held its NiSource (NI) position steady in Q2 2026 at 378 shares worth $18K. The position accounts for ﹤0.01% of the portfolio, ranked #747.

Key Financial Inc first reported a position in NI in Q1 2020 and has held it in 24 quarters since. 912 funds tracked by Wall St. Rank hold NI as of Q2 2026.

Key Financial Inc held 378 shares of NiSource worth $18K as of Q2 2026.
Key Financial Inc left its NiSource share count unchanged in Q2 2026.
NiSource made up ﹤0.01% of Key Financial Inc's portfolio in Q2 2026, its #747 holding.
Key Financial Inc first reported a position in NiSource in Q1 2020 and has held it in 24 quarters since.
912 funds tracked by Wall St. Rank held NiSource as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.