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Livermore
Livermore
ZHEN

PDS Planning, Inc

SEC CIK
0000838618
Latest filing
Aug 5, 2026

NI holding history

Nisource Inc. in every 13F filed by PDS Planning, Inc, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

NI overviewAll 13F holders of NIFull Q2 2026 holdings

Shares (Q2 2026)
6,649
Value
$316.1K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of NI by PDS Planning, Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20266,649$316.1K<0.1%+541+8.9%AddedHolders
Q1 20266,108$285.0K<0.1%+47+0.8%AddedHolders
Q4 20256,061$253.1K<0.1%+18+0.3%AddedHolders
Q3 20256,043$261.7K<0.1%+19+0.3%AddedHolders
Q2 20256,024$243.0K<0.1%+199+3.4%AddedHolders
Q1 20255,825$233.5K<0.1%+89+1.6%AddedHolders
Q4 20245,736$210.8K<0.1%−1,827−24.2%ReducedHolders
Q3 20247,563$262.1K<0.1%+75+1.0%AddedHolders
Q2 20247,488$215.7K<0.1%+25+0.3%AddedHolders
Q1 20247,463$206.4K<0.1%−1,188−13.7%ReducedHolders
Q4 20238,651$229.7K<0.1%−209−2.4%ReducedHolders
Q3 20238,860$218.7K<0.1%+271+3.2%AddedHolders
Q2 20238,589$234.9K<0.1%+69+0.8%AddedHolders
Q1 20238,520$238.2K<0.1%−8,891−51.1%ReducedHolders
Q4 202217,411$477.4K0.1%+64+0.4%AddedHolders
Q3 202217,347$437.0K0.1%−13−0.1%ReducedHolders
Q2 202217,360$512.0K0.1%+1,903+12.3%AddedHolders
Q1 202215,457$492.0K0.1%+1,053+7.3%AddedHolders
Q4 202114,404$398.0K0.1%−378−2.6%ReducedHolders
Q3 202114,782$358.0K0.1%+21+0.1%AddedHolders
Q2 202114,761$362.0K0.1%−20−0.1%ReducedHolders
Q1 202114,781$356.0K0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.