SPL
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Superior Planning, LLC’s NiSource NI Stock Holding History

Superior Planning, LLC’s Portfolio NI Stock Details NI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$4.91K Buy
+126
New +$5.42K ﹤0.01% 1210

Other funds holding NI

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $37.2B AUM 2.85% 1-Year Est. Return
W.H. Reaves & Co
W.H. Reaves & Co Jersey City, New Jersey $5.54B AUM 1.09% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Superior Planning, LLC's NI Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in NiSource (NI) in Q3 2026: 126 shares worth $4.91K. The stake represents ﹤0.01% of the portfolio and ranks #1210 among its holdings.

620 funds tracked by Wall St. Rank hold NI as of Q3 2026.

  • Superior Planning, LLC held 126 shares of NiSource worth $4.91K as of Q3 2026.
  • NiSource was a new Superior Planning, LLC position in Q3 2026.
  • NiSource made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #1210 holding.
  • 620 funds tracked by Wall St. Rank held NiSource as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.