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Keystone Financial Services (Colorado)’s NiSource NI Stock Holding History

Keystone Financial Services (Colorado)’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
Q1 		$252K Buy
5,405
+192
+4% +$8.65K 0.07% 102
2025
Q4 		$218K Sell
5,213
-4
-0.1% -$171 0.07% 109
2025
Q3 		$226K Buy
5,217
+80
+2% +$3.31K 0.07% 112
2025
Q2 		$207K Buy
+5,137
New +$201K 0.07% 111

Other funds holding NI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Keystone Financial Services (Colorado)'s NI Position: Q1 2026 in Review

Keystone Financial Services (Colorado) increased its NiSource (NI) stake by 3.7% in Q1 2026, buying an estimated $8.65K and bringing the position to 5,405 shares worth $252K. The position accounts for 0.07% of the portfolio, ranked #102.

Keystone Financial Services (Colorado) first reported a position in NI in Q2 2025 and has held it in 4 quarters since. 877 funds tracked by Wall St. Rank hold NI as of Q1 2026.

  • Keystone Financial Services (Colorado) held 5,405 shares of NiSource worth $252K as of Q1 2026.
  • Keystone Financial Services (Colorado) bought 192 NiSource shares in Q1 2026, an estimated $8.65K.
  • NiSource made up 0.07% of Keystone Financial Services (Colorado)'s portfolio in Q1 2026, its #102 holding.
  • Keystone Financial Services (Colorado) first reported a position in NiSource in Q2 2025 and has held it in 4 quarters since.
  • 877 funds tracked by Wall St. Rank held NiSource as of Q1 2026.

Based on Keystone Financial Services (Colorado)'s 13F filing for Q1 2026, filed 6 May 2026.