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Moran Wealth Management, LLC → NI
Moran Wealth Management, LLC NI Position History
NiSource Inc. • Utilities
Quarters held
12
Latest value
$1.6M
Q3 2026
Peak value
$4.6M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $4.1M |
| Q4 2025 | $2K |
| Q4 2025 | $1M |
| Q1 2026 | $9K |
| Q1 2026 | $4.6M |
| Q1 2026 | $1.9M |
| Q2 2026 | $4.6M |
| Q2 2026 | $19K |
| Q2 2026 | $2.3M |
| Q3 2026 | $34K |
| Q3 2026 | $3.7M |
| Q3 2026 | $1.6M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.6M | 15.9K | — | — |
| Q3 2026 | $3.7M | 94.8K | — | — |
| Q3 2026 | $34K | 877 | — | — |
| Q2 2026 | $2.3M | 20.3K | — | — |
| Q2 2026 | $19K | 393 | — | — |
| Q2 2026 | $4.6M | 96.3K | — | — |
| Q1 2026 | $1.9M | 14.6K | — | — |
| Q1 2026 | $4.6M | 98.3K | — | — |
| Q1 2026 | $9K | 192 | — | — |
| Q4 2025 | $1M | 8.1K | — | — |
| Q4 2025 | $2K | 53 | — | — |
| Q4 2025 | $4.1M | 98.5K | — | — |
Other funds holding NI
$2.5B
$2.4B
$2.4B
$2.3B
$1.3B
$1.3B
$1.3B
$1.1B