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Morton Community Bank’s NiSource NI Stock Holding History

Morton Community Bank’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 		$5.81M Buy
122,250
+1,605
+1% +$76K 1.18% 21
2026
Q1 		$5.63M Buy
120,645
+460
+0.4% +$20.7K 1.22% 22
2025
Q4 		$5.32M Buy
120,185
+1,220
+1% +$52.1K 1.15% 26
2025
Q3 		$5.01M Buy
118,965
+4,495
+4% +$186K 1.16% 22
2025
Q2 		$4.62M Buy
114,470
+1,195
+1% +$46.9K 1.15% 25
2025
Q1 		$4.54M Sell
113,275
-1,650
-1% -$63.6K 1.19% 20
2024
Q4 		$4.22M Buy
114,925
+1,820
+2% +$65.3K 1.12% 22
2024
Q3 		$3.92M Buy
113,105
+885
+0.8% +$28.2K 1.02% 39
2024
Q2 		$3.23M Buy
112,220
+6,515
+6% +$184K 0.91% 51
2024
Q1 		$2.92M Buy
+105,705
New +$2.78M 0.84% 69

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

Morton Community Bank's NI Position: Q2 2026 in Review

Morton Community Bank increased its NiSource (NI) stake by 1.3% in Q2 2026, buying an estimated $76K and bringing the position to 122,250 shares worth $5.81M. The position accounts for 1.18% of the portfolio, ranked #21.

Morton Community Bank first reported a position in NI in Q1 2024 and has held it in 10 quarters since. 914 funds tracked by Wall St. Rank hold NI as of Q2 2026.

  • Morton Community Bank held 122,250 shares of NiSource worth $5.81M as of Q2 2026.
  • Morton Community Bank bought 1,605 NiSource shares in Q2 2026, an estimated $76K.
  • NiSource made up 1.18% of Morton Community Bank's portfolio in Q2 2026, its #21 holding.
  • Morton Community Bank first reported a position in NiSource in Q1 2024 and has held it in 10 quarters since.
  • 914 funds tracked by Wall St. Rank held NiSource as of Q2 2026.

Based on Morton Community Bank's 13F filing for Q2 2026, filed 14 Aug 2026.