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Boston Private Wealth LLC

SEC CIK
0001626116
Latest filing
Jul 17, 2026

NI holding history

Nisource Inc. in every 13F filed by Boston Private Wealth LLC, 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)
14,452
Value
$687.2K
% of portfolio
<0.1%
Quarters held
7
Since Q4 2024
Holdings of NI by Boston Private Wealth LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202614,452$687.2K<0.1%−1,366−8.6%ReducedHolders
Q1 202615,818$738.1K<0.1%−6,552−29.3%ReducedHolders
Q4 202522,370$934.2K0.1%−43,049−65.8%ReducedHolders
Q3 202565,419$2.83M0.2%−17,154−20.8%ReducedHolders
Q2 202582,573$3.33M0.2%+7,468+9.9%AddedHolders
Q1 202575,105$3.01M0.1%+57,705+331.6%AddedHolders
Q4 202417,400$639.6K<0.1%+17,400NewHolders