FFA
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Farther Finance Advisors’s NiSource NI Stock Holding History

Farther Finance Advisors’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 		$1.02M Buy
26,193
+1,943
+8% +$83.5K 0.01% 1119
2026
Q2 		$1.15M Buy
24,250
+2,752
+13% +$130K 0.01% 1011
2026
Q1 		$1.01M Buy
21,498
+39
+0.2% +$1.76K 0.01% 961
2025
Q4 		$896K Buy
21,459
+3,684
+21% +$157K 0.01% 948
2025
Q3 		$770K Buy
17,775
+3,627
+26% +$150K 0.01% 860
2025
Q2 		$571K Buy
14,148
+606
+4% +$23.8K 0.01% 849
2025
Q1 		$547K Buy
13,542
+10,198
+305% +$393K 0.01% 745
2024
Q4 		$123K Sell
3,344
-98
-3% -$3.52K ﹤0.01% 1221
2024
Q3 		$119K Buy
3,442
+369
+12% +$11.8K ﹤0.01% 1225
2024
Q2 		$88.2K Buy
3,073
+714
+30% +$20.1K ﹤0.01% 1184
2024
Q1 		$64.8K Buy
2,359
+1,337
+131% +$35.1K ﹤0.01% 1092
2023
Q4 		$27.1K Sell
1,022
-398
-28% -$10.2K ﹤0.01% 1242
2023
Q3 		$35K Buy
1,420
+229
+19% +$6.19K 0.01% 905
2023
Q2 		$32.6K Buy
1,191
+279
+31% +$7.74K 0.01% 824
2023
Q1 		$25.5K Buy
912
+861
+1,688% +$23.6K 0.01% 826
2022
Q4 		$1.4K Buy
+51
New +$1.34K ﹤0.01% 1565

Other funds holding NI

AIM
Ausbil Investment Management Sydney, Australia $199M AUM 17.66% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $563M AUM 13.12% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
SCI
Stableford Capital II Scottsdale, Arizona $288M AUM 21.3% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Farther Finance Advisors's NI Position: Q3 2026 in Review

Farther Finance Advisors increased its NiSource (NI) stake by 8% in Q3 2026, buying an estimated $83.5K and bringing the position to 26,193 shares worth $1.02M. The position accounts for 0.01% of the portfolio, ranked #1119.

Farther Finance Advisors first reported a position in NI in Q4 2022 and has held it in 16 quarters since. The position peaked at $1.15M in Q2 2026. 21 funds tracked by Wall St. Rank hold NI as of Q3 2026.

  • Farther Finance Advisors held 26,193 shares of NiSource worth $1.02M as of Q3 2026.
  • Farther Finance Advisors bought 1,943 NiSource shares in Q3 2026, an estimated $83.5K.
  • NiSource made up 0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #1119 holding.
  • Farther Finance Advisors first reported a position in NiSource in Q4 2022 and has held it in 16 quarters since.
  • Farther Finance Advisors's NiSource position peaked at $1.15M in Q2 2026.
  • 21 funds tracked by Wall St. Rank held NiSource as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.