Briaud Financial Planning’s NiSource NI Stock Holding History

Briaud Financial Planning’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
2025 Q3	–	Sell	-190	Closed	-$7K	–	240
2025 Q2	$7K	Buy	+190	New	+$7.45K	﹤0.01%	260

Other funds holding NI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Briaud Financial Planning's NI Position: Q3 2025 in Review

Briaud Financial Planning sold out of NiSource (NI) in Q3 2025, closing a stake of 190 shares — an estimated $7K sold.

Briaud Financial Planning first reported a position in NI in Q2 2025 and held it in 1 quarter. The position peaked at $7K in Q2 2025. 784 funds tracked by Wall St. Rank hold NI as of Q3 2025.

Briaud Financial Planning reported no remaining NiSource position as of Q3 2025 after selling out during the quarter.
Briaud Financial Planning sold 190 NiSource shares in Q3 2025, an estimated $7K.
Briaud Financial Planning first reported a position in NiSource in Q2 2025 and held it in 1 quarter.
Briaud Financial Planning's NiSource position peaked at $7K in Q2 2025.
784 funds tracked by Wall St. Rank held NiSource as of Q3 2025.

Based on Briaud Financial Planning's 13F filing for Q3 2025, filed 25 Nov 2025.