AWM
NI icon

Accel Wealth Management’s NiSource NI Stock Holding History

Accel 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
2023
Q2 		– Sell
-3,315
Closed -$92.7K – 617
2023
Q1 		$92.7K Hold
3,315
– – 0.04% 352
2022
Q4 		$91K Buy
3,315
+3,313
+165,650% +$87.1K 0.04% 252
2022
Q3 		$0 Hold
2
– – ﹤0.01% 1084
2022
Q2 		$0 Buy
+2
New +$61 ﹤0.01% 1055

Other funds holding NI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Accel Wealth Management's NI Position: Q2 2023 in Review

Accel Wealth Management sold out of NiSource (NI) in Q2 2023, closing a stake of 3,315 shares — an estimated $92.7K sold.

Accel Wealth Management first reported a position in NI in Q2 2022 and held it in 4 quarters. The position peaked at $92.7K in Q1 2023. 565 funds tracked by Wall St. Rank hold NI as of Q2 2023.

  • Accel Wealth Management reported no remaining NiSource position as of Q2 2023 after selling out during the quarter.
  • Accel Wealth Management sold 3,315 NiSource shares in Q2 2023, an estimated $92.7K.
  • Accel Wealth Management first reported a position in NiSource in Q2 2022 and held it in 4 quarters.
  • Accel Wealth Management's NiSource position peaked at $92.7K in Q1 2023.
  • 565 funds tracked by Wall St. Rank held NiSource as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.