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Meramec Financial Planners’s NiSource NI Stock Holding History

Meramec Financial Planners’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 		$28.6K Hold
624
– – 0.01% 280
2026
Q1 		$29.8K Hold
624
– – 0.01% 243
2025
Q4 		$27.5K Buy
+624
New +$26.7K 0.01% 254

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

Meramec Financial Planners's NI Position: Q2 2026 in Review

Meramec Financial Planners held its NiSource (NI) position steady in Q2 2026 at 624 shares worth $28.6K. The position accounts for 0.01% of the portfolio, ranked #280.

Meramec Financial Planners first reported a position in NI in Q4 2025 and has held it in 3 quarters since. The position peaked at $29.8K in Q1 2026. 912 funds tracked by Wall St. Rank hold NI as of Q2 2026.

  • Meramec Financial Planners held 624 shares of NiSource worth $28.6K as of Q2 2026.
  • Meramec Financial Planners left its NiSource share count unchanged in Q2 2026.
  • NiSource made up 0.01% of Meramec Financial Planners's portfolio in Q2 2026, its #280 holding.
  • Meramec Financial Planners first reported a position in NiSource in Q4 2025 and has held it in 3 quarters since.
  • Meramec Financial Planners's NiSource position peaked at $29.8K in Q1 2026.
  • 912 funds tracked by Wall St. Rank held NiSource as of Q2 2026.

Based on Meramec Financial Planners's 13F filing for Q2 2026, filed 29 Jul 2026.