Valued Wealth Advisors’s NiSource NI Stock Holding History

Valued Wealth 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	$351	Hold	9	–	–	﹤0.01%	873
2026 Q2	$428	Hold	9	–	–	﹤0.01%	854
2026 Q1	$420	Hold	9	–	–	﹤0.01%	675
2025 Q4	$376	Hold	9	–	–	﹤0.01%	566
2025 Q3	$390	Hold	9	–	–	﹤0.01%	540
2025 Q2	$364	Hold	9	–	–	﹤0.01%	542
2025 Q1	$361	Hold	9	–	–	﹤0.01%	578
2024 Q4	$331	Hold	9	–	–	﹤0.01%	584
2024 Q3	$312	Hold	9	–	–	﹤0.01%	570
2024 Q2	$260	Hold	9	–	–	﹤0.01%	547
2024 Q1	$249	Hold	9	–	–	﹤0.01%	539
2023 Q4	$223	Buy	+9	New	+$231	﹤0.01%	494

Other funds holding NI

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

W.H. Reaves & Co Jersey City, New Jersey $5.54B AUM 1.09% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Duff & Phelps Investment Management Chicago, Illinois $9.7B AUM 5.22% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Antipodes Partners Royal Exchange, Australia $5.43B AUM 15.86% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Valued Wealth Advisors's NI Position: Q3 2026 in Review

Valued Wealth Advisors held its NiSource (NI) position steady in Q3 2026 at 9 shares worth $351. The position accounts for ﹤0.01% of the portfolio, ranked #873.

Valued Wealth Advisors first reported a position in NI in Q4 2023 and has held it in 12 quarters since. The position peaked at $428 in Q2 2026. 418 funds tracked by Wall St. Rank hold NI as of Q3 2026.

Valued Wealth Advisors held 9 shares of NiSource worth $351 as of Q3 2026.
Valued Wealth Advisors left its NiSource share count unchanged in Q3 2026.
NiSource made up ﹤0.01% of Valued Wealth Advisors's portfolio in Q3 2026, its #873 holding.
Valued Wealth Advisors first reported a position in NiSource in Q4 2023 and has held it in 12 quarters since.
Valued Wealth Advisors's NiSource position peaked at $428 in Q2 2026.
418 funds tracked by Wall St. Rank held NiSource as of Q3 2026.

Based on Valued Wealth Advisors's 13F filing for Q3 2026, filed 5 Nov 2026.