Meriwether Wealth & Planning’s NiSource NI Stock Holding History

Meriwether Wealth & Planning’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
2026 Q3	$8.85K	Buy	+227	New	+$9.8K	﹤0.01%	439

Other funds holding NI

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return

Tema ETFs New York $2.69B AUM 42.96% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Hennessy Advisors Inc Novato, California $2.66B AUM 26.6% 1-Year Est. Return

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Goelzer Investment Management Carmel, Indiana $2.28B AUM 31.27% 1-Year Est. Return

Meriwether Wealth & Planning's NI Position: Q3 2026 in Review

Meriwether Wealth & Planning opened a new position in NiSource (NI) in Q3 2026: 227 shares worth $8.85K. The stake represents ﹤0.01% of the portfolio and ranks #439 among its holdings.

226 funds tracked by Wall St. Rank hold NI as of Q3 2026.

Meriwether Wealth & Planning held 227 shares of NiSource worth $8.85K as of Q3 2026.
NiSource was a new Meriwether Wealth & Planning position in Q3 2026.
NiSource made up ﹤0.01% of Meriwether Wealth & Planning's portfolio in Q3 2026, its #439 holding.
226 funds tracked by Wall St. Rank held NiSource as of Q3 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q3 2026, filed 13 Oct 2026.