KFSC
NI icon

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
Q2 		$271K Buy
5,695
+290
+5% +$13.7K 0.07% 107
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 $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 $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Keystone Financial Services (Colorado)'s NI Position: Q2 2026 in Review

Keystone Financial Services (Colorado) increased its NiSource (NI) stake by 5.4% in Q2 2026, buying an estimated $13.7K and bringing the position to 5,695 shares worth $271K. The position accounts for 0.07% of the portfolio, ranked #107.

Keystone Financial Services (Colorado) first reported a position in NI in Q2 2025 and has held it in 5 quarters since. 915 funds tracked by Wall St. Rank hold NI as of Q2 2026.

  • Keystone Financial Services (Colorado) held 5,695 shares of NiSource worth $271K as of Q2 2026.
  • Keystone Financial Services (Colorado) bought 290 NiSource shares in Q2 2026, an estimated $13.7K.
  • NiSource made up 0.07% of Keystone Financial Services (Colorado)'s portfolio in Q2 2026, its #107 holding.
  • Keystone Financial Services (Colorado) first reported a position in NiSource in Q2 2025 and has held it in 5 quarters since.
  • 915 funds tracked by Wall St. Rank held NiSource as of Q2 2026.

Based on Keystone Financial Services (Colorado)'s 13F filing for Q2 2026, filed 6 Aug 2026.