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NiSource shares owned by Ibex Wealth Advisors

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

Historical chart of Ibex Wealth Advisors investment in NiSource

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in NiSource by Ibex Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $501k 12k 43.30
2025-06-30 $465k 12k 40.34
2019-06-30 $133k 4.6k 28.78
2016-12-31 $1.0k 51 19.61
2016-09-30 $1.0M 44k 24.11

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View all positions for Ibex Wealth Advisors

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
Invesco
Zimmer Partners
Franklin Resources
Newport Trust
Cohen & Steers Capital Management

View all funds holding NiSource