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Kestra Advisory Services, LLC → NI
Kestra Advisory Services, LLC NI Position History
NiSource Inc. • Utilities
Quarters held
10
Latest value
$4.1M
Q3 2026
Peak value
$7.9M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $4.2M |
| Q3 2025 | $7.7M |
| Q4 2025 | $4.2M |
| Q4 2025 | $7.9M |
| Q1 2026 | $5M |
| Q1 2026 | $6.4M |
| Q2 2026 | $5M |
| Q2 2026 | $3.9M |
| Q3 2026 | $4.2M |
| Q3 2026 | $4.1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $4.1M | 39.8K | — | — |
| Q3 2026 | $4.2M | 108.8K | — | — |
| Q2 2026 | $3.9M | 33.9K | — | — |
| Q2 2026 | $5M | 104.8K | — | — |
| Q1 2026 | $6.4M | 47.7K | — | — |
| Q1 2026 | $5M | 106.3K | — | — |
| Q4 2025 | $7.9M | 63.6K | — | — |
| Q4 2025 | $4.2M | 101.1K | — | — |
| Q3 2025 | $7.7M | 56.4K | — | — |
| Q3 2025 | $4.2M | 97.3K | — | — |
Other funds holding NI
$2.5B
$2.4B
$2.4B
$2.3B
$1.3B
$1.3B
$1.3B
$1.1B