NiSource shares owned by Regent Peak Wealth Advisors
Quarter-by-quarter ownership of NiSource (NI) shares owned by Regent Peak Wealth Advisors
from 13F filings
Historical chart of Regent Peak Wealth Advisors investment in NiSource
Tip: Access up to 7 years of quarterly data
All positions including NiSource held by Regent Peak Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in NiSource by Regent Peak Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $314k | 8.5k | 36.76 |
| 2024-09-30 | $296k | 8.5k | 34.65 |
| 2024-06-30 | $246k | 8.5k | 28.81 |
| 2024-03-31 | $235k | 8.5k | 27.66 |
| 2023-12-31 | $226k | 8.5k | 26.55 |
| 2023-09-30 | $210k | 8.5k | 24.68 |
| 2023-06-30 | $232k | 8.5k | 27.35 |
| 2023-03-31 | $237k | 8.5k | 27.96 |
| 2022-12-31 | $231k | 8.4k | 27.42 |
| 2022-09-30 | $211k | 8.4k | 25.16 |
| 2022-06-30 | $247k | 8.4k | 29.49 |
| 2020-12-31 | $4.0k | 189 | 21.16 |
More positions owned by Regent Peak Wealth Advisors
View all positions for Regent Peak Wealth Advisors