Centennial Wealth Advisory
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Centennial Wealth Advisory’s NiSource NI Stock Holding History

Centennial Wealth Advisory’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 		$733K Buy
18,800
+1,179
+7% +$50.7K 0.15% 100
2026
Q2 		$838K Buy
+17,621
New +$834K 0.18% 79
2025
Q2 		– Sell
-15,673
Closed -$628K – 166
2025
Q1 		$628K Sell
15,673
-3,879
-20% -$149K 0.23% 56
2024
Q4 		$719K Buy
19,552
+929
+5% +$33.4K 0.28% 41
2024
Q3 		$645K Buy
18,623
+800
+4% +$25.5K 0.25% 41
2024
Q2 		$513K Buy
17,823
+1,376
+8% +$38.8K 0.22% 58
2024
Q1 		$455K Buy
16,447
+577
+4% +$15.2K 0.21% 67
2023
Q4 		$421K Buy
15,870
+326
+2% +$8.38K 0.22% 70
2023
Q3 		$384K Buy
15,544
+234
+2% +$6.32K 0.21% 76
2023
Q2 		$419K Buy
15,310
+17
+0.1% +$472 0.22% 66
2023
Q1 		$428K Buy
15,293
+2,527
+20% +$69.1K 0.23% 64
2022
Q4 		$350K Buy
12,766
+1,892
+17% +$49.7K 0.2% 75
2022
Q3 		$274K Buy
+10,874
New +$320K 0.16% 71

Other funds holding NI

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 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
Duff & Phelps Investment Management
Duff & Phelps Investment Management Chicago, Illinois $9.7B AUM 5.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Antipodes Partners
Antipodes Partners Royal Exchange, Australia $5.43B AUM 15.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Centennial Wealth Advisory's NI Position: Q3 2026 in Review

Centennial Wealth Advisory increased its NiSource (NI) stake by 6.7% in Q3 2026, buying an estimated $50.7K and bringing the position to 18,800 shares worth $733K. The position accounts for 0.15% of the portfolio, ranked #100.

Centennial Wealth Advisory first reported a position in NI in Q3 2022 and has held it in 13 quarters since. The position peaked at $838K in Q2 2026. 456 funds tracked by Wall St. Rank hold NI as of Q3 2026.

  • Centennial Wealth Advisory held 18,800 shares of NiSource worth $733K as of Q3 2026.
  • Centennial Wealth Advisory bought 1,179 NiSource shares in Q3 2026, an estimated $50.7K.
  • NiSource made up 0.15% of Centennial Wealth Advisory's portfolio in Q3 2026, its #100 holding.
  • Centennial Wealth Advisory first reported a position in NiSource in Q3 2022 and has held it in 13 quarters since.
  • Centennial Wealth Advisory's NiSource position peaked at $838K in Q2 2026.
  • 456 funds tracked by Wall St. Rank held NiSource as of Q3 2026.

Based on Centennial Wealth Advisory's 13F filing for Q3 2026, filed 16 Oct 2026.