LVW Advisors’s NiSource NI Stock Holding History

LVW 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	–	Sell	-4,813	Closed	-$208K	–	357
2025 Q3	$208K	Buy	+4,813	New	+$199K	0.02%	332

Other funds holding NI

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

LVW Advisors's NI Position: Q4 2025 in Review

LVW Advisors sold out of NiSource (NI) in Q4 2025, closing a stake of 4,813 shares — an estimated $208K sold.

LVW Advisors first reported a position in NI in Q3 2025 and held it in 1 quarter. The position peaked at $208K in Q3 2025. 836 funds tracked by Wall St. Rank hold NI as of Q4 2025.

LVW Advisors reported no remaining NiSource position as of Q4 2025 after selling out during the quarter.
LVW Advisors sold 4,813 NiSource shares in Q4 2025, an estimated $208K.
LVW Advisors first reported a position in NiSource in Q3 2025 and held it in 1 quarter.
LVW Advisors's NiSource position peaked at $208K in Q3 2025.
836 funds tracked by Wall St. Rank held NiSource as of Q4 2025.

Based on LVW Advisors's 13F filing for Q4 2025, filed 14 Jan 2026.