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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
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 $5.72T 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 $1.56T AUM 27.86% 1-Year Est. Return

Summit Financial's NI Position: Q1 2026 in Review

Summit Financial increased its NiSource (NI) stake by 9.5% in Q1 2026, buying an estimated $34.7K and bringing the position to 8,915 shares worth $416K. The position accounts for 0.01% of the portfolio, ranked #1051.

Summit Financial first reported a position in NI in Q4 2024 and has held it in 6 quarters since. 877 funds tracked by Wall St. Rank hold NI as of Q1 2026.

  • Summit Financial held 8,915 shares of NiSource worth $416K as of Q1 2026.
  • Summit Financial bought 771 NiSource shares in Q1 2026, an estimated $34.7K.
  • NiSource made up 0.01% of Summit Financial's portfolio in Q1 2026, its #1051 holding.
  • Summit Financial first reported a position in NiSource in Q4 2024 and has held it in 6 quarters since.
  • 877 funds tracked by Wall St. Rank held NiSource as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.