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Long Run Wealth Advisors’s NiSource NI Stock Holding History

Long Run Wealth 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
Q4 		$271K Buy
6,480
+42
+0.7% +$1.79K 0.05% 93
2025
Q3 		$279K Buy
6,438
+42
+0.7% +$1.74K 0.05% 91
2025
Q2 		$258K Buy
6,396
+1,361
+27% +$53.4K 0.05% 96
2025
Q1 		$202K Sell
5,035
-700
-12% -$27K 0.05% 101
2024
Q4 		$211K Buy
+5,735
New +$206K 0.05% 95

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Long Run Wealth Advisors's NI Position: Q4 2025 in Review

Long Run Wealth Advisors increased its NiSource (NI) stake by 0.65% in Q4 2025, buying an estimated $1.79K and bringing the position to 6,480 shares worth $271K. The position accounts for 0.05% of the portfolio, ranked #93.

Long Run Wealth Advisors first reported a position in NI in Q4 2024 and has held it in 5 quarters since. The position peaked at $279K in Q3 2025. 834 funds tracked by Wall St. Rank hold NI as of Q4 2025.

  • Long Run Wealth Advisors held 6,480 shares of NiSource worth $271K as of Q4 2025.
  • Long Run Wealth Advisors bought 42 NiSource shares in Q4 2025, an estimated $1.79K.
  • NiSource made up 0.05% of Long Run Wealth Advisors's portfolio in Q4 2025, its #93 holding.
  • Long Run Wealth Advisors first reported a position in NiSource in Q4 2024 and has held it in 5 quarters since.
  • Long Run Wealth Advisors's NiSource position peaked at $279K in Q3 2025.
  • 834 funds tracked by Wall St. Rank held NiSource as of Q4 2025.

Based on Long Run Wealth Advisors's 13F filing for Q4 2025, filed 2 Feb 2026.