SF
NI icon

Summit Financial’s NiSource NI Stock Holding History

Summit Financial’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 		$531K Buy
11,168
+2,253
+25% +$107K 0.01% 1068
2026
Q1 		$416K Buy
8,915
+771
+9% +$34.7K 0.01% 1051
2025
Q4 		$340K Buy
8,144
+1,064
+15% +$45.5K 0.01% 1028
2025
Q3 		$307K Buy
7,080
+251
+4% +$10.4K ﹤0.01% 1056
2025
Q2 		$275K Buy
6,829
+101
+2% +$3.96K 0.01% 704
2025
Q1 		$270K Buy
6,728
+607
+10% +$23.4K 0.01% 634
2024
Q4 		$225K Buy
+6,121
New +$220K 0.01% 596

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

Summit Financial's NI Position: Q2 2026 in Review

Summit Financial increased its NiSource (NI) stake by 25% in Q2 2026, buying an estimated $107K and bringing the position to 11,168 shares worth $531K. The position accounts for 0.01% of the portfolio, ranked #1068.

Summit Financial first reported a position in NI in Q4 2024 and has held it in 7 quarters since. 915 funds tracked by Wall St. Rank hold NI as of Q2 2026.

  • Summit Financial held 11,168 shares of NiSource worth $531K as of Q2 2026.
  • Summit Financial bought 2,253 NiSource shares in Q2 2026, an estimated $107K.
  • NiSource made up 0.01% of Summit Financial's portfolio in Q2 2026, its #1068 holding.
  • Summit Financial first reported a position in NiSource in Q4 2024 and has held it in 7 quarters since.
  • 915 funds tracked by Wall St. Rank held NiSource as of Q2 2026.

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