MCB
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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
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 $5.7T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return