Everhart Financial Group »

NiSource shares owned by Everhart Financial Group

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

Historical chart of Everhart Financial Group investment in NiSource

Tip: Access up to 7 years of quarterly data

All positions including NiSource held by Everhart Financial 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 Everhart Financial Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $237k 8.9k 26.55
2023-09-30 $327k 13k 24.68
2023-06-30 $323k 12k 27.35
2023-03-31 $267k 9.6k 27.96
2022-06-30 $214k 7.3k 29.51

More positions owned by Everhart Financial Group

Vanguard Index Fds Total Stk Mkt (VTI)
Apple (AAPL)
Microsoft Corporation (MSFT)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
JPMorgan Chase & Co. (JPM)

View all positions for Everhart Financial Group

Top funds holding NiSource

Vanguard Group
Deutsche Bank Aktiengesellschaft
Jennison Associates
Franklin Resources
Millennium Management
Newport Trust
Balyasny Asset Management
Legal & General Group
Citadel Advisors
Royal Bank of Canada
Bank of New York Mellon
Thompson, Siegel, & Walmsley
W. H. Reaves & Co
Duff & Phelps Investment Management
T. Rowe Price Associates

View all funds holding NiSource