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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
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
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