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Creative Planning NI Position History
NiSource Inc. • Utilities
Quarters held
13
Latest value
$1.8M
Q3 2026
Peak value
$28.1M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $18K |
| Q3 2025 | $1.5M |
| Q3 2025 | $3.8M |
| Q4 2025 | $4.6M |
| Q4 2025 | $1.7M |
| Q1 2026 | $9.8M |
| Q1 2026 | $2.2M |
| Q2 2026 | $62K |
| Q2 2026 | $15.1M |
| Q2 2026 | $2M |
| Q3 2026 | $118K |
| Q3 2026 | $28.1M |
| Q3 2026 | $1.8M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.8M | 17.8K | — | — |
| Q3 2026 | $28.1M | 721.4K | — | — |
| Q3 2026 | $118K | 3.0K | — | — |
| Q2 2026 | $2M | 17.1K | — | — |
| Q2 2026 | $15.1M | 317.8K | — | — |
| Q2 2026 | $62K | 1.3K | — | — |
| Q1 2026 | $2.2M | 16.4K | — | — |
| Q1 2026 | $9.8M | 209.1K | — | — |
| Q4 2025 | $1.7M | 14.0K | — | — |
| Q4 2025 | $4.6M | 109.9K | — | — |
| Q3 2025 | $3.8M | 87.0K | — | — |
| Q3 2025 | $1.5M | 10.9K | — | — |
| Q3 2025 | $18K | 412 | — | — |
Other funds holding NI
$2.5B
$2.4B
$2.4B
$2.3B
$1.3B
$1.3B
$1.3B
$1.1B