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Badgley Phelps Wealth Managers, LLC → NI
Badgley Phelps Wealth Managers, LLC NI Position History
NiSource Inc. • Utilities
Quarters held
5
Latest value
$24M
Q3 2026
Peak value
$29.6M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $24.8M |
| Q4 2025 | $24.8M |
| Q1 2026 | $29.2M |
| Q2 2026 | $29.6M |
| Q3 2026 | $24M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $24M | 614.3K | — | — |
| Q2 2026 | $29.6M | 623.0K | — | — |
| Q1 2026 | $29.2M | 626.1K | — | — |
| Q4 2025 | $24.8M | 593.0K | — | — |
| Q3 2025 | $24.8M | 573.4K | — | — |
Other funds holding NI
$2.5B
$2.4B
$2.4B
$2.3B
$1.3B
$1.3B
$1.3B
$1.1B