DiNuzzo Private Wealth’s NiSource NI Stock Holding History

DiNuzzo Private Wealth’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	$2.65K	Hold	68	–	–	﹤0.01%	571
2026 Q2	$3.23K	Hold	68	–	–	﹤0.01%	515
2026 Q1	$3.17K	Hold	68	–	–	﹤0.01%	498
2025 Q4	$2.84K	Hold	68	–	–	﹤0.01%	524
2025 Q3	$2.88K	Hold	68	–	–	﹤0.01%	520
2025 Q2	$2.74K	Buy	68 +3	+5%	+$118	﹤0.01%	518
2025 Q1	$2.61K	Buy	65 +8	+14%	+$308	﹤0.01%	513
2024 Q4	$2.1K	Buy	57 +3	+6%	+$108	﹤0.01%	589
2024 Q3	$1.87K	Buy	54 +1	+2%	+$32	﹤0.01%	640
2024 Q2	$1.53K	Buy	53 +8	+18%	+$226	﹤0.01%	615
2024 Q1	$1.24K	Hold	45	–	–	﹤0.01%	649
2023 Q4	$1.2K	Buy	+45	New	+$1.16K	﹤0.01%	640

Other funds holding NI

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return

Tema ETFs New York $2.69B AUM 42.96% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Hennessy Advisors Inc Novato, California $2.66B AUM 26.6% 1-Year Est. Return

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Goelzer Investment Management Carmel, Indiana $2.28B AUM 31.27% 1-Year Est. Return

DiNuzzo Private Wealth's NI Position: Q3 2026 in Review

DiNuzzo Private Wealth held its NiSource (NI) position steady in Q3 2026 at 68 shares worth $2.65K. The position accounts for ﹤0.01% of the portfolio, ranked #571.

DiNuzzo Private Wealth first reported a position in NI in Q4 2023 and has held it in 12 quarters since. The position peaked at $3.23K in Q2 2026. 226 funds tracked by Wall St. Rank hold NI as of Q3 2026.

DiNuzzo Private Wealth held 68 shares of NiSource worth $2.65K as of Q3 2026.
DiNuzzo Private Wealth left its NiSource share count unchanged in Q3 2026.
NiSource made up ﹤0.01% of DiNuzzo Private Wealth's portfolio in Q3 2026, its #571 holding.
DiNuzzo Private Wealth first reported a position in NiSource in Q4 2023 and has held it in 12 quarters since.
DiNuzzo Private Wealth's NiSource position peaked at $3.23K in Q2 2026.
226 funds tracked by Wall St. Rank held NiSource as of Q3 2026.

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