SFS
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Sunrise Financial Services’s NiSource NI Stock Holding History

Sunrise 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 		$1.85K Hold
39
– – ﹤0.01% 413
2026
Q1 		$1.82K Hold
39
– – ﹤0.01% 416
2025
Q4 		$1.63K Buy
+39
New +$1.67K ﹤0.01% 399

Other funds holding NI

BlackRock
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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

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

Sunrise Financial Services held its NiSource (NI) position steady in Q2 2026 at 39 shares worth $1.85K. The position accounts for ﹤0.01% of the portfolio, ranked #413.

Sunrise Financial Services first reported a position in NI in Q4 2025 and has held it in 3 quarters since. 912 funds tracked by Wall St. Rank hold NI as of Q2 2026.

  • Sunrise Financial Services held 39 shares of NiSource worth $1.85K as of Q2 2026.
  • Sunrise Financial Services left its NiSource share count unchanged in Q2 2026.
  • NiSource made up ﹤0.01% of Sunrise Financial Services's portfolio in Q2 2026, its #413 holding.
  • Sunrise Financial Services first reported a position in NiSource in Q4 2025 and has held it in 3 quarters since.
  • 912 funds tracked by Wall St. Rank held NiSource as of Q2 2026.

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