Estate Planners Group »

NiSource shares owned by Estate Planners Group

Quarter-by-quarter ownership of NiSource (NI) shares owned by Estate Planners Group from 13F filings

Historical chart of Estate Planners Group investment in NiSource

Tip: Access up to 7 years of quarterly data

All positions including NiSource held by Estate Planners Group consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in NiSource by Estate Planners Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $20k 475 41.76

More positions owned by Estate Planners Group

Guggenheim Strategic Opportu Com Sbi (GOF)
Pimco Dynamic Income SHS (PDI)
Series Portfolios Tr Eldridge Bbb B (CLOZ)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ares Capital Corporation (ARCC)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Neos Etf Trust Nasdaq 100 High (QQQI)
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)
Etf Ser Solutions Defiance Quantum (QTUM)
Amazon (AMZN)
Neos Etf Trust Bitcoin High Inc (BTCI)
NVIDIA Corporation (NVDA)
Listed Fds Tr Roundhill Magnif (MAGS)
Meta Platforms Cl A (META)

View all positions for Estate Planners Group

Top funds holding NiSource

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

View all funds holding NiSource