AWM
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Avior Wealth Management’s NiSource NI Stock Holding History

Avior 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
2025
Q1 		– Sell
-285
Closed -$10.5K – 1773
2024
Q4 		$10.5K Buy
285
+23
+9% +$826 ﹤0.01% 1605
2024
Q3 		$9.08K Buy
262
+17
+7% +$542 ﹤0.01% 1591
2024
Q2 		$7.06K Sell
245
-366
-60% -$10.3K ﹤0.01% 1620
2024
Q1 		$16.9K Buy
+611
New +$16.1K ﹤0.01% 1673

Other funds holding NI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Avior Wealth Management's NI Position: Q1 2025 in Review

Avior Wealth Management sold out of NiSource (NI) in Q1 2025, closing a stake of 285 shares — an estimated $10.5K sold.

Avior Wealth Management first reported a position in NI in Q1 2024 and held it in 4 quarters. The position peaked at $16.9K in Q1 2024. 796 funds tracked by Wall St. Rank hold NI as of Q1 2025.

  • Avior Wealth Management reported no remaining NiSource position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 285 NiSource shares in Q1 2025, an estimated $10.5K.
  • Avior Wealth Management first reported a position in NiSource in Q1 2024 and held it in 4 quarters.
  • Avior Wealth Management's NiSource position peaked at $16.9K in Q1 2024.
  • 796 funds tracked by Wall St. Rank held NiSource as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.