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WEALTH ENHANCEMENT ADVISORY SERVICES, LLC → NI
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC NI Position History
NiSource Inc. • Utilities
Quarters held
10
Latest value
$3.1M
Q3 2026
Peak value
$5.5M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $2.3M |
| Q3 2025 | $3.6M |
| Q4 2025 | $1.7M |
| Q4 2025 | $5.5M |
| Q1 2026 | $1.6M |
| Q1 2026 | $3.1M |
| Q2 2026 | $2.4M |
| Q2 2026 | $3.4M |
| Q3 2026 | $4.1M |
| Q3 2026 | $3.1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $3.1M | 30.4K | — | — |
| Q3 2026 | $4.1M | 106.5K | — | — |
| Q2 2026 | $3.4M | 29.6K | — | — |
| Q2 2026 | $2.4M | 50.7K | — | — |
| Q1 2026 | $3.1M | 23.5K | — | — |
| Q1 2026 | $1.6M | 32.7K | — | — |
| Q4 2025 | $5.5M | 39.6K | — | — |
| Q4 2025 | $1.7M | 39.5K | — | — |
| Q3 2025 | $3.6M | 24.4K | — | — |
| Q3 2025 | $2.3M | 52.6K | — | — |
Other funds holding NI
$2.5B
$2.4B
$2.4B
$2.3B
$1.3B
$1.3B
$1.3B
$1.1B