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Aquila Investment Management’s NiSource NI Stock Holding History

Aquila Investment 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
2022
Q3 		– Sell
-66,000
Closed -$1.95M – 96
2022
Q2 		$1.95M Sell
66,000
-24,000
-27% -$727K 1.38% 30
2022
Q1 		$2.86M Hold
90,000
– – 1.62% 19
2021
Q4 		$2.48M Buy
+90,000
New +$2.29M 1.2% 37

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Aquila Investment Management's NI Position: Q3 2022 in Review

Aquila Investment Management sold out of NiSource (NI) in Q3 2022, closing a stake of 66,000 shares — an estimated $1.95M sold.

Aquila Investment Management first reported a position in NI in Q4 2021 and held it in 3 quarters. The position peaked at $2.86M in Q1 2022. 544 funds tracked by Wall St. Rank hold NI as of Q3 2022.

  • Aquila Investment Management reported no remaining NiSource position as of Q3 2022 after selling out during the quarter.
  • Aquila Investment Management sold 66,000 NiSource shares in Q3 2022, an estimated $1.95M.
  • Aquila Investment Management first reported a position in NiSource in Q4 2021 and held it in 3 quarters.
  • Aquila Investment Management's NiSource position peaked at $2.86M in Q1 2022.
  • 544 funds tracked by Wall St. Rank held NiSource as of Q3 2022.

Based on Aquila Investment Management's 13F filing for Q3 2022, filed 19 Oct 2022.