MFS
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Montgomery Financial Services’s NiSource NI Stock Holding History

Montgomery Financial Services’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 		$2.19K Buy
+46
New +$2.18K ﹤0.01% 267

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
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
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Montgomery Financial Services's NI Position: Q2 2026 in Review

Montgomery Financial Services opened a new position in NiSource (NI) in Q2 2026: 46 shares worth $2.19K. The stake represents ﹤0.01% of the portfolio and ranks #267 among its holdings.

868 funds tracked by Wall St. Rank hold NI as of Q2 2026.

  • Montgomery Financial Services held 46 shares of NiSource worth $2.19K as of Q2 2026.
  • NiSource was a new Montgomery Financial Services position in Q2 2026.
  • NiSource made up ﹤0.01% of Montgomery Financial Services's portfolio in Q2 2026, its #267 holding.
  • 868 funds tracked by Wall St. Rank held NiSource as of Q2 2026.

Based on Montgomery Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.