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NiSource shares owned by Smallwood Wealth Investment Management

Quarter-by-quarter ownership of NiSource (NI) shares owned by Smallwood Wealth Investment Management from 13F filings

Historical chart of Smallwood Wealth Investment Management investment in NiSource

Tip: Access up to 7 years of quarterly data

All positions including NiSource held by Smallwood Wealth Investment Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in NiSource by Smallwood Wealth Investment Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $21k 500 41.76
2025-09-30 $22k 500 43.30
2025-06-30 $20k 500 40.34
2025-03-31 $20k 500 40.09

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Vanguard Index Fds Mcap Vl Idxvip (VOE)
Ea Series Trust Freedom 100 Em (FRDM)
Intercontinental Exchange (ICE)
J P Morgan Exchange Traded F Hedged Equity La (HELO)
Capital Group Dividend Value Shs Creation Uni (CGDV)
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New York Life Invts Active E Nyli Mackay Mun (MMIT)
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Vanguard World Energy Etf (VDE)
Jpmorgan Chase Finl Cal Lkd 44 (AMJB)
Philip Morris International (PM)

View all positions for Smallwood Wealth Investment Management

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