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NiSource shares owned by United Financial Planning Group

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

Historical chart of United Financial Planning Group investment in NiSource

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All positions including NiSource held by United Financial Planning Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in NiSource by United Financial Planning Group

Quarter filed Position value Share count Share price at filing
2026-06-30 $146k 3.1k 47.55

More positions owned by United Financial Planning Group

Vanguard Value Index Etf (VTV)
Vanguard Growth Index Etf (VUG)
Vanguard Ftse Developed Etf (VEA)
Ishares Core S&p Mid-cap Etf (IJH)
Ishares Core S&p Etf (IJR)
Ishares Core Msci Etf (IEMG)
Vanguard Real Estate Etf (VNQ)
Vanguard Total Etf (BNDX)
Vanguard Short-term Bond Etf (BSV)
Vanguard Mid-cap Index Etf (VO)
Abbvie (ABBV)
Vanguard Total Etf (VTI)
Ishares 1-5 Year Etf (IGSB)
Apple (AAPL)
Vanguard Small-cap Index Etf (VB)

View all positions for United Financial Planning Group

Top funds holding NiSource

BlackRock
Vanguard Capital Management
State Street Corporation
Vanguard Portfolio Management
Geode Capital Management
Deutsche Bank Aktiengesellschaft
FMR
Jennison Associates
Invesco
Franklin Resources
UBS Group
Newport Trust
Morgan Stanley
Zimmer Partners
Pictet Asset Management Holding SA

View all funds holding NiSource