Merit Financial Group’s NiSource NI Stock Holding History

Merit Financial Group’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	$857K	Buy	18,019 +5,626	+45%	+$266K	0.01%	1164
2026 Q1	$578K	Buy	12,393 +1,368	+12%	+$61.6K	﹤0.01%	1291
2025 Q4	$460K	Buy	11,025 +1,136	+11%	+$48.5K	﹤0.01%	1356
2025 Q3	$428K	Buy	9,889 +1,717	+21%	+$71.1K	﹤0.01%	1274
2025 Q2	$330K	Buy	8,172 +649	+9%	+$25.4K	﹤0.01%	1288
2025 Q1	$302K	Buy	7,523 +1,256	+20%	+$48.4K	﹤0.01%	1120
2024 Q4	$230K	Buy	+6,267	New	+$225K	﹤0.01%	1040

Other funds holding NI

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

TNB

Thomasville National Bank Thomasville, Georgia $1.82B AUM

Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return

HAI

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

GIM

Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return

BFSG LLC Irvine, California $1.13B AUM 29.95% 1-Year Est. Return

Merit Financial Group's NI Position: Q2 2026 in Review

Merit Financial Group increased its NiSource (NI) stake by 45% in Q2 2026, buying an estimated $266K and bringing the position to 18,019 shares worth $857K. The position accounts for 0.01% of the portfolio, ranked #1164.

Merit Financial Group first reported a position in NI in Q4 2024 and has held it in 7 quarters since. 171 funds tracked by Wall St. Rank hold NI as of Q2 2026.

Merit Financial Group held 18,019 shares of NiSource worth $857K as of Q2 2026.
Merit Financial Group bought 5,626 NiSource shares in Q2 2026, an estimated $266K.
NiSource made up 0.01% of Merit Financial Group's portfolio in Q2 2026, its #1164 holding.
Merit Financial Group first reported a position in NiSource in Q4 2024 and has held it in 7 quarters since.
171 funds tracked by Wall St. Rank held NiSource as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.