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Kiker Wealth Management’s NiSource NI Stock Holding History

Kiker Wealth Management’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
2025
Q3 		– Sell
-16,400
Closed -$662K – 500
2025
Q2 		$662K Buy
16,400
+9,454
+136% +$371K 0.37% 53
2025
Q1 		$278K Sell
6,946
-1,002
-13% -$38.6K 0.19% 82
2024
Q4 		$292K Buy
+7,948
New +$285K 0.24% 80

Other funds holding NI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Kiker Wealth Management's NI Position: Q3 2025 in Review

Kiker Wealth Management sold out of NiSource (NI) in Q3 2025, closing a stake of 16,400 shares — an estimated $662K sold.

Kiker Wealth Management first reported a position in NI in Q4 2024 and held it in 3 quarters. The position peaked at $662K in Q2 2025. 784 funds tracked by Wall St. Rank hold NI as of Q3 2025.

  • Kiker Wealth Management reported no remaining NiSource position as of Q3 2025 after selling out during the quarter.
  • Kiker Wealth Management sold 16,400 NiSource shares in Q3 2025, an estimated $662K.
  • Kiker Wealth Management first reported a position in NiSource in Q4 2024 and held it in 3 quarters.
  • Kiker Wealth Management's NiSource position peaked at $662K in Q2 2025.
  • 784 funds tracked by Wall St. Rank held NiSource as of Q3 2025.

Based on Kiker Wealth Management's 13F filing for Q3 2025, filed 27 Oct 2025.