Elevation Wealth Partners
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Elevation Wealth Partners’s NiSource NI Stock Holding History

Elevation Wealth Partners’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 		$6.12K Buy
157
+30
+24% +$1.29K ﹤0.01% 1052
2026
Q2 		$6.04K Hold
127
– – ﹤0.01% 966
2026
Q1 		$5.93K Buy
127
+48
+61% +$2.16K ﹤0.01% 663
2025
Q4 		$3.3K Buy
79
+46
+139% +$1.96K ﹤0.01% 709
2025
Q3 		$1.43K Buy
+33
New +$1.37K ﹤0.01% 700

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Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Badgley Phelps Wealth Managers
Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return
Tema ETFs
Tema ETFs New York $2.69B AUM 42.96% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Hennessy Advisors Inc
Hennessy Advisors Inc Novato, California $2.66B AUM 26.6% 1-Year Est. Return

Elevation Wealth Partners's NI Position: Q3 2026 in Review

Elevation Wealth Partners increased its NiSource (NI) stake by 24% in Q3 2026, buying an estimated $1.29K and bringing the position to 157 shares worth $6.12K. The position accounts for ﹤0.01% of the portfolio, ranked #1052.

Elevation Wealth Partners first reported a position in NI in Q3 2025 and has held it in 5 quarters since. 288 funds tracked by Wall St. Rank hold NI as of Q3 2026.

  • Elevation Wealth Partners held 157 shares of NiSource worth $6.12K as of Q3 2026.
  • Elevation Wealth Partners bought 30 NiSource shares in Q3 2026, an estimated $1.29K.
  • NiSource made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #1052 holding.
  • Elevation Wealth Partners first reported a position in NiSource in Q3 2025 and has held it in 5 quarters since.
  • 288 funds tracked by Wall St. Rank held NiSource as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.