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Beacon Pointe Advisors, LLC

SEC CIK
0001744317
Latest filing
Aug 18, 2026

NI holding history

Nisource Inc. in every 13F filed by Beacon Pointe Advisors, 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)
4,908
Value
$233.4K
% of portfolio
<0.1%
Quarters held
13
Since Q1 2022
Holdings of NI by Beacon Pointe Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,908$233.4K<0.1%−1,340−21.4%ReducedHolders
Q1 20266,248$291.5K<0.1%+6,248NewHolders
Q4 20240$00.0%−7,001−100.0%Sold outHolders
Q3 20247,001$242.6K<0.1%−5,864−45.6%ReducedHolders
Q2 202412,865$370.6K<0.1%−370−2.8%ReducedHolders
Q1 202413,235$366.1K<0.1%+59+0.4%AddedHolders
Q4 202313,176$349.8K<0.1%+405+3.2%AddedHolders
Q3 202312,771$315.2K<0.1%−790−5.8%ReducedHolders
Q2 202313,561$370.9K<0.1%−800−5.6%ReducedHolders
Q1 202314,361$401.5K<0.1%+34+0.2%AddedHolders
Q4 202214,327$392.8K<0.1%+1,810+14.5%AddedHolders
Q3 202212,517$317.0K<0.1%+84+0.7%AddedHolders
Q2 202212,433$367.0K<0.1%−363−2.8%ReducedHolders
Q1 202212,796$407.0K<0.1%+12,796NewHolders