TFC Financial Management’s NiSource NI Stock Holding History

TFC Financial Management’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	$1.01K	Hold	21	–	–	﹤0.01%	650
2026 Q1	$988	Hold	21	–	–	﹤0.01%	616
2025 Q4	$885	Hold	21	–	–	﹤0.01%	613
2025 Q3	$917	Hold	21	–	–	﹤0.01%	635
2025 Q2	$855	Buy	21 +2	+11%	+$78	﹤0.01%	596
2025 Q1	$769	Hold	19	–	–	﹤0.01%	587
2024 Q4	$705	Hold	19	–	–	﹤0.01%	606
2024 Q3	$665	Hold	19	–	–	﹤0.01%	627
2024 Q2	$553	Hold	19	–	–	﹤0.01%	622
2024 Q1	$531	Hold	19	–	–	﹤0.01%	628
2023 Q4	$510	Hold	19	–	–	﹤0.01%	591
2023 Q3	$474	Hold	19	–	–	﹤0.01%	609
2023 Q2	$525	Hold	19	–	–	﹤0.01%	578
2023 Q1	$537	Hold	19	–	–	﹤0.01%	564
2022 Q4	$526	Hold	19	–	–	﹤0.01%	509
2022 Q3	$0	Hold	19	–	–	﹤0.01%	564
2022 Q2	$1K	Hold	19	–	–	﹤0.01%	486
2022 Q1	$1K	Hold	19	–	–	﹤0.01%	497
2021 Q4	$1K	Hold	19	–	–	﹤0.01%	545
2021 Q3	$0	Hold	19	–	–	﹤0.01%	586
2021 Q2	$0	Hold	19	–	–	﹤0.01%	597
2021 Q1	$0	Hold	19	–	–	﹤0.01%	586
2020 Q4	$0	Hold	19	–	–	﹤0.01%	580
2020 Q3	$0	Buy	+19	New	+$441	﹤0.01%	554

Other funds holding NI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

TFC Financial Management's NI Position: Q2 2026 in Review

TFC Financial Management held its NiSource (NI) position steady in Q2 2026 at 21 shares worth $1.01K. The position accounts for ﹤0.01% of the portfolio, ranked #650.

TFC Financial Management first reported a position in NI in Q3 2020 and has held it in 24 quarters since. 914 funds tracked by Wall St. Rank hold NI as of Q2 2026.

TFC Financial Management held 21 shares of NiSource worth $1.01K as of Q2 2026.
TFC Financial Management left its NiSource share count unchanged in Q2 2026.
NiSource made up ﹤0.01% of TFC Financial Management's portfolio in Q2 2026, its #650 holding.
TFC Financial Management first reported a position in NiSource in Q3 2020 and has held it in 24 quarters since.
914 funds tracked by Wall St. Rank held NiSource as of Q2 2026.

Based on TFC Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.