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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

NI holding history

Nisource Inc. in every 13F filed by Creative Planning, 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)
319,106
Value
$15.2M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of NI by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026319,106$15.2M<0.1%+110,001+52.6%AddedHolders
Q1 2026209,105$9.76M<0.1%+99,160+90.2%AddedHolders
Q4 2025109,945$4.59M<0.1%+22,570+25.8%AddedHolders
Q3 202587,375$3.78M<0.1%+24,621+39.2%AddedHolders
Q2 202562,754$2.53M<0.1%+1,542+2.5%AddedHolders
Q1 202561,212$2.45M<0.1%+6,241+11.4%AddedHolders
Q4 202454,971$2.02M<0.1%+7,106+14.8%AddedHolders
Q3 202447,865$1.66M<0.1%−57,254−54.5%ReducedHolders
Q2 2024105,119$3.03M<0.1%+1,404+1.4%AddedHolders
Q1 2024103,715$2.87M<0.1%+61,463+145.5%AddedHolders
Q4 202342,252$1.12M<0.1%−395−0.9%ReducedHolders
Q3 202342,647$1.05M<0.1%−565−1.3%ReducedHolders
Q2 202343,212$1.18M<0.1%+2,135+5.2%AddedHolders
Q1 202341,077$1.15M<0.1%+3,533+9.4%AddedHolders
Q4 202237,544$1.03M<0.1%+4,009+12.0%AddedHolders
Q3 202233,535$845.0K<0.1%+1,974+6.3%AddedHolders
Q2 202231,561$931.0K<0.1%+98+0.3%AddedHolders
Q1 202231,463$1.00M<0.1%+2,692+9.4%AddedHolders
Q4 202128,771$794.0K<0.1%+1,954+7.3%AddedHolders
Q3 202126,817$650.0K<0.1%+25+0.1%AddedHolders
Q2 202126,792$656.0K<0.1%−634−2.3%ReducedHolders
Q1 202127,426$661.0K<0.1%––Holders

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