AGWCA
NI icon

Annis Gardner Whiting Capital Advisors’s NiSource NI Stock Holding History

Annis Gardner Whiting Capital Advisors’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
2026
Q1 		$7.09K Buy
152
+21
+16% +$946 ﹤0.01% 916
2025
Q4 		$5.47K Sell
131
-161
-55% -$6.88K ﹤0.01% 858
2025
Q3 		$12.6K Sell
292
-5
-2% -$207 ﹤0.01% 670
2025
Q2 		$12K Hold
297
– – ﹤0.01% 671
2025
Q1 		$11.9K Buy
297
+241
+430% +$9.28K 0.01% 525
2024
Q4 		$2.06K Buy
+56
New +$2.01K ﹤0.01% 687
2024
Q3 		– Sell
-5
Closed -$145 – 877
2024
Q2 		$145 Hold
5
– – ﹤0.01% 939
2024
Q1 		$139 Buy
+5
New +$131 ﹤0.01% 939

Other funds holding NI

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return