44 Wealth Management’s NiSource NI Stock Holding History

44 Wealth Management’s Portfolio NI Stock Details NI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-5,784	Closed	-$204K	–	195
2024 Q3	$204K	Buy	+5,784	New	+$185K	0.07%	197
2023 Q2	$5.47M	Sell	200,106 -2,482	-1%	-$68.9K	1.87%	12
2023 Q1	$5.66M	Buy	202,588 +5,579	+3%	+$153K	1.92%	12
2022 Q4	$5.4M	Buy	197,009 +750	+0.4%	+$19.7K	1.87%	11
2022 Q3	$4.94M	Buy	+196,259	New	+$5.78M	2.03%	11
2021 Q4	–	Sell	-234,353	Closed	-$5.68M	–	187
2021 Q3	$5.68M	Buy	+234,353	New	+$5.84M	2.17%	7
2021 Q1	–	Sell	-191,929	Closed	-$4.4M	–	173
2020 Q4	$4.4M	Buy	+191,929	New	+$4.49M	2%	11

Other funds holding NI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

44 Wealth Management's NI Position: Q4 2024 in Review

44 Wealth Management sold out of NiSource (NI) in Q4 2024, closing a stake of 5,784 shares — an estimated $204K sold.

44 Wealth Management first reported a position in NI in Q4 2020 and held it in 7 quarters. The position peaked at $5.68M in Q3 2021. 734 funds tracked by Wall St. Rank hold NI as of Q4 2024.

44 Wealth Management reported no remaining NiSource position as of Q4 2024 after selling out during the quarter.
44 Wealth Management sold 5,784 NiSource shares in Q4 2024, an estimated $204K.
44 Wealth Management first reported a position in NiSource in Q4 2020 and held it in 7 quarters.
44 Wealth Management's NiSource position peaked at $5.68M in Q3 2021.
734 funds tracked by Wall St. Rank held NiSource as of Q4 2024.

Based on 44 Wealth Management's 13F filing for Q4 2024, filed 3 Feb 2025.