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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
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

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
TE
Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
GIM
Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
AIM
Ausbil Investment Management Sydney, Australia $221M AUM 35.27% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM

Centennial Wealth Advisory's NI Position: Q2 2026 in Review

Centennial Wealth Advisory opened a new position in NiSource (NI) in Q2 2026: 17,621 shares worth $838K. The stake represents 0.18% of the portfolio and ranks #79 among its holdings. This is a return to the name: Centennial Wealth Advisory previously reported a position in NI as recently as Q1 2025.

Centennial Wealth Advisory first reported a position in NI in Q3 2022 and has held it in 12 quarters since. 108 funds tracked by Wall St. Rank hold NI as of Q2 2026.

  • Centennial Wealth Advisory held 17,621 shares of NiSource worth $838K as of Q2 2026.
  • NiSource was a new Centennial Wealth Advisory position in Q2 2026.
  • NiSource made up 0.18% of Centennial Wealth Advisory's portfolio in Q2 2026, its #79 holding.
  • Centennial Wealth Advisory first reported a position in NiSource in Q3 2022 and has held it in 12 quarters since.
  • 108 funds tracked by Wall St. Rank held NiSource as of Q2 2026.

Based on Centennial Wealth Advisory's 13F filing for Q2 2026, filed 13 Jul 2026.