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Kozak & Associates, Inc. NI Position History
NiSource Inc. • Utilities
Quarters held
2
Latest value
$6.9M
Q3 2026
Peak value
$7.7M
First seen
Q2 2026
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q2 2026 | $7.7M |
| Q3 2026 | $6.9M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $6.9M | 71.5K | — | — |
| Q2 2026 | $7.7M | 67.2K | — | — |
Other funds holding NI
$2.5B
$2.4B
$2.4B
$2.3B
$1.3B
$1.3B
$1.3B
$1.1B
Other Kozak & Associates, Inc. positions
IVZ
$70MINVESCO S&P 500 REVENUE ETF
IVZ
$67.9MINVESCO S&P 500 REVENUE ETF
IVZ
$63.3MINVESCO S&P 500 REVENUE ETF
STT-PG
$48.5MSTATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF
STT-PG
$48.1MSTATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF
SPY
$47MSTATE STREET SPDR S&P 500 ETF
SPY
$46.7MSTATE STREET SPDR S&P 500 ETF
QQQ
$46.1MINVESCO QQQ TRUST SERIES I