LGT Financial Advisors’s NiSource NI Stock Holding History

LGT Financial 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
2025 Q3	–	Sell	-4	Closed	-$161	–	564
2025 Q2	$161	Buy	+4	New	+$157	﹤0.01%	547

Other funds holding NI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

LGT Financial Advisors's NI Position: Q3 2025 in Review

LGT Financial Advisors sold out of NiSource (NI) in Q3 2025, closing a stake of 4 shares — an estimated $161 sold.

LGT Financial Advisors first reported a position in NI in Q2 2025 and held it in 1 quarter. The position peaked at $161 in Q2 2025. 784 funds tracked by Wall St. Rank hold NI as of Q3 2025.

LGT Financial Advisors reported no remaining NiSource position as of Q3 2025 after selling out during the quarter.
LGT Financial Advisors sold 4 NiSource shares in Q3 2025, an estimated $161.
LGT Financial Advisors first reported a position in NiSource in Q2 2025 and held it in 1 quarter.
LGT Financial Advisors's NiSource position peaked at $161 in Q2 2025.
784 funds tracked by Wall St. Rank held NiSource as of Q3 2025.

Based on LGT Financial Advisors's 13F filing for Q3 2025, filed 17 Nov 2025.