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Lokken Investment Group’s NiSource NI Stock Holding History

Lokken Investment Group’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 		$205K Buy
+4,727
New +$196K 0.07% 145

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

Lokken Investment Group's NI Position: Q3 2025 in Review

Lokken Investment Group opened a new position in NiSource (NI) in Q3 2025: 4,727 shares worth $205K. The stake represents 0.07% of the portfolio and ranks #145 among its holdings.

784 funds tracked by Wall St. Rank hold NI as of Q3 2025.

  • Lokken Investment Group held 4,727 shares of NiSource worth $205K as of Q3 2025.
  • NiSource was a new Lokken Investment Group position in Q3 2025.
  • NiSource made up 0.07% of Lokken Investment Group's portfolio in Q3 2025, its #145 holding.
  • 784 funds tracked by Wall St. Rank held NiSource as of Q3 2025.

Based on Lokken Investment Group's 13F filing for Q3 2025, filed 5 Nov 2025.