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Valeo Financial Advisors’s NiSource NI Stock Holding History

Valeo Financial 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
2026
Q3 		$699K Buy
17,909
+1,253
+8% +$53.9K 0.01% 377
2026
Q2 		$792K Sell
16,656
-185
-1% -$8.76K 0.02% 341
2026
Q1 		$786K Sell
16,841
-1,617
-9% -$72.8K 0.02% 306
2025
Q4 		$771K Sell
18,458
-48
-0.3% -$2.05K 0.02% 361
2025
Q3 		$801K Buy
18,506
+19
+0.1% +$787 0.02% 356
2025
Q2 		$746K Buy
18,487
+402
+2% +$15.8K 0.02% 361
2025
Q1 		$725K Buy
18,085
+8,103
+81% +$312K 0.02% 325
2024
Q4 		$367K Buy
9,982
+56
+0.6% +$2.01K 0.01% 482
2024
Q3 		$344K Sell
9,926
-1,395
-12% -$44.5K 0.01% 501
2024
Q2 		$326K Sell
11,321
-360
-3% -$10.2K 0.01% 495
2024
Q1 		$329K Sell
11,681
-2,438
-17% -$64.1K 0.01% 472
2023
Q4 		$375K Buy
14,119
+5,686
+67% +$146K 0.02% 426
2023
Q3 		$208K Buy
8,433
+338
+4% +$9.13K 0.01% 560
2023
Q2 		$221K Buy
8,095
+2
+0% +$56 0.01% 514
2023
Q1 		$226K Buy
8,093
+2
+0% +$55 0.01% 521
2022
Q4 		$222K Buy
+8,091
New +$213K 0.01% 459
2021
Q2 		– Sell
-6,089
Closed -$147K – 1339
2021
Q1 		$147K Buy
6,089
+164
+3% +$3.7K 0.01% 516
2020
Q4 		$136K Buy
5,925
+2
+0% +$47 0.01% 497
2020
Q3 		$130K Buy
5,923
+2,084
+54% +$48.4K 0.01% 419
2020
Q2 		$87K Sell
3,839
-385
-9% -$9.29K 0.01% 545
2020
Q1 		$112K Sell
4,224
-400
-9% -$11.1K 0.01% 400
2019
Q4 		$129K Buy
4,624
+84
+2% +$2.3K 0.01% 407
2019
Q3 		$136K Sell
4,540
-400
-8% -$11.7K 0.02% 364
2019
Q2 		$142K Buy
4,940
+476
+11% +$13.4K 0.02% 363
2019
Q1 		$128K Hold
4,464
– – 0.02% 364
2018
Q4 		$113K Sell
4,464
-24
-0.5% -$619 0.02% 354
2018
Q3 		$114K Sell
4,488
-105
-2% -$2.78K 0.02% 375
2018
Q2 		$123K Buy
4,593
+685
+18% +$16.8K 0.02% 365
2018
Q1 		$93K Buy
3,908
+1,000
+34% +$23.7K 0.01% 383
2017
Q4 		$75K Sell
2,908
-1,553
-35% -$41.2K 0.01% 397
2017
Q3 		$114K Buy
+4,461
New +$117K 0.03% 274

Other funds holding NI

AIM
Ausbil Investment Management Sydney, Australia $199M AUM 17.66% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $563M AUM 13.12% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
SCI
Stableford Capital II Scottsdale, Arizona $288M AUM 21.3% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Valeo Financial Advisors's NI Position: Q3 2026 in Review

Valeo Financial Advisors increased its NiSource (NI) stake by 7.5% in Q3 2026, buying an estimated $53.9K and bringing the position to 17,909 shares worth $699K. The position accounts for 0.01% of the portfolio, ranked #377.

Valeo Financial Advisors first reported a position in NI in Q3 2017 and has held it in 31 quarters since. The position peaked at $801K in Q3 2025. 21 funds tracked by Wall St. Rank hold NI as of Q3 2026.

  • Valeo Financial Advisors held 17,909 shares of NiSource worth $699K as of Q3 2026.
  • Valeo Financial Advisors bought 1,253 NiSource shares in Q3 2026, an estimated $53.9K.
  • NiSource made up 0.01% of Valeo Financial Advisors's portfolio in Q3 2026, its #377 holding.
  • Valeo Financial Advisors first reported a position in NiSource in Q3 2017 and has held it in 31 quarters since.
  • Valeo Financial Advisors's NiSource position peaked at $801K in Q3 2025.
  • 21 funds tracked by Wall St. Rank held NiSource as of Q3 2026.

Based on Valeo Financial Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.