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NiSource shares owned by Dogwood Wealth Management

Quarter-by-quarter ownership of NiSource (NI) shares owned by Dogwood Wealth Management from 13F filings

Historical chart of Dogwood Wealth Management investment in NiSource

Tip: Access up to 7 years of quarterly data

All positions including NiSource held by Dogwood Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in NiSource by Dogwood Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $253k 6.0k 41.76

More positions owned by Dogwood Wealth Management

Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Putnam Etf Trust Focused Lar Cap (PVAL)
Vanguard Index Fds Total Stk Mkt (VTI)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Vaneck Merk Gold Etf Gold Shs (OUNZ)
American Centy Etf Tr Avantis Us Larg (AVLC)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Proshares Tr S&p Mdcp 400 Div (REGL)
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)
Spdr Series Trust State Street Spd (SPYG)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr National Mun Etf (MUB)
American Centy Etf Tr Avantis Core Fi (AVIG)

View all positions for Dogwood Wealth Management

Top funds holding NiSource

Vanguard Group
BlackRock
T. Rowe Price Investment Management
State Street Corporation
Geode Capital Management
Deutsche Bank Aktiengesellschaft
Jennison Associates
FMR
Jpmorgan Chase & Co
Capital Research and Management Company - Division 3
Norges Bank Investment Management
Invesco
Franklin Resources
Newport Trust
W. H. Reaves & Co

View all funds holding NiSource