NiSource shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
Quarter-by-quarter ownership of NiSource (NI) shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
from 13F filings
Historical chart of Annex Advisory Services, LLC, d/b/a Annex Wealth Management investment in NiSource
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Quarterly reported holdings in NiSource by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $706k | 16k | 43.30 |
| 2025-06-30 | $658k | 16k | 40.34 |
| 2025-03-31 | $638k | 16k | 40.09 |
| 2024-12-31 | $585k | 16k | 36.76 |
More positions owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
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