NiSource shares owned by Holistic Financial Partners
Quarter-by-quarter ownership of NiSource (NI) shares owned by Holistic Financial Partners
from 13F filings
Historical chart of Holistic Financial Partners investment in NiSource
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Quarterly reported holdings in NiSource by Holistic Financial Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $521k | 13k | 41.76 |
| 2025-09-30 | $540k | 13k | 43.30 |
| 2025-06-30 | $502k | 12k | 40.34 |
| 2025-03-31 | $495k | 12k | 40.09 |
| 2024-12-31 | $545k | 15k | 36.76 |
| 2024-09-30 | $532k | 15k | 34.65 |
| 2024-06-30 | $441k | 15k | 28.81 |
| 2024-03-31 | $427k | 15k | 27.66 |
| 2023-12-31 | $409k | 15k | 26.55 |
| 2023-09-30 | $378k | 15k | 24.68 |
| 2023-06-30 | $419k | 15k | 27.35 |
| 2023-03-31 | $428k | 15k | 27.96 |
| 2022-12-31 | $416k | 15k | 27.42 |
| 2022-09-30 | $379k | 15k | 25.20 |
| 2022-06-30 | $440k | 15k | 29.47 |
| 2022-03-31 | $471k | 15k | 31.79 |
| 2021-12-31 | $406k | 15k | 27.63 |
| 2021-09-30 | $353k | 15k | 24.24 |
| 2021-06-30 | $354k | 14k | 24.51 |
| 2021-03-31 | $345k | 14k | 24.10 |
| 2020-12-31 | $325k | 14k | 22.93 |
| 2020-09-30 | $309k | 14k | 21.99 |
| 2020-06-30 | $317k | 14k | 22.76 |
| 2020-03-31 | $345k | 14k | 25.00 |
| 2019-12-31 | $382k | 14k | 27.87 |
| 2019-09-30 | $407k | 14k | 29.92 |
| 2019-03-31 | $384k | 13k | 28.62 |
| 2018-12-31 | $337k | 13k | 25.31 |
| 2018-09-30 | $329k | 13k | 24.90 |
| 2018-06-30 | $345k | 13k | 26.30 |
| 2018-03-31 | $311k | 13k | 23.90 |
| 2017-12-31 | $331k | 13k | 25.65 |
More positions owned by Holistic Financial Partners
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