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Stephens Consulting’s NiSource NI Stock Holding History

Stephens Consulting’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 		$168 Buy
+4
New +$171 ﹤0.01% 463
2025
Q3 		– Sell
-27
Closed -$1.09K – 898
2025
Q2 		$1.09K Buy
+27
New +$1.06K ﹤0.01% 640

Other funds holding NI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Stephens Consulting's NI Position: Q4 2025 in Review

Stephens Consulting opened a new position in NiSource (NI) in Q4 2025: 4 shares worth $168. The stake represents ﹤0.01% of the portfolio and ranks #463 among its holdings. This is a return to the name: Stephens Consulting previously reported a position in NI as recently as Q2 2025.

Stephens Consulting first reported a position in NI in Q2 2025 and has held it in 2 quarters since. The position peaked at $1.09K in Q2 2025. 835 funds tracked by Wall St. Rank hold NI as of Q4 2025.

  • Stephens Consulting held 4 shares of NiSource worth $168 as of Q4 2025.
  • NiSource was a new Stephens Consulting position in Q4 2025.
  • NiSource made up ﹤0.01% of Stephens Consulting's portfolio in Q4 2025, its #463 holding.
  • Stephens Consulting first reported a position in NiSource in Q2 2025 and has held it in 2 quarters since.
  • Stephens Consulting's NiSource position peaked at $1.09K in Q2 2025.
  • 835 funds tracked by Wall St. Rank held NiSource as of Q4 2025.

Based on Stephens Consulting's 13F filing for Q4 2025, filed 13 Jan 2026.