Root Financial Partners
NI icon

Root Financial Partners’s NiSource NI Stock Holding History

Root Financial Partners’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 		$118K Buy
+3,018
New +$130K ﹤0.01% 659
2026
Q2 		– Sell
-1,856
Closed -$86.6K – 2185
2026
Q1 		$86.6K Buy
1,856
+114
+7% +$5.14K ﹤0.01% 625
2025
Q4 		$72.7K Buy
1,742
+95
+6% +$4.06K ﹤0.01% 581
2025
Q3 		$71.3K Buy
+1,647
New +$68.2K ﹤0.01% 551

Other funds holding NI

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
W.H. Reaves & Co
W.H. Reaves & Co Jersey City, New Jersey $5.54B AUM 1.09% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Duff & Phelps Investment Management
Duff & Phelps Investment Management Chicago, Illinois $9.7B AUM 5.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Antipodes Partners
Antipodes Partners Royal Exchange, Australia $5.43B AUM 15.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Root Financial Partners's NI Position: Q3 2026 in Review

Root Financial Partners opened a new position in NiSource (NI) in Q3 2026: 3,018 shares worth $118K. The stake represents ﹤0.01% of the portfolio and ranks #659 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in NI as recently as Q1 2026.

Root Financial Partners first reported a position in NI in Q3 2025 and has held it in 4 quarters since. 420 funds tracked by Wall St. Rank hold NI as of Q3 2026.

  • Root Financial Partners held 3,018 shares of NiSource worth $118K as of Q3 2026.
  • NiSource was a new Root Financial Partners position in Q3 2026.
  • NiSource made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #659 holding.
  • Root Financial Partners first reported a position in NiSource in Q3 2025 and has held it in 4 quarters since.
  • 420 funds tracked by Wall St. Rank held NiSource as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.