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B.O.S.S. Retirement Advisors’s NiSource NI Stock Holding History

B.O.S.S. Retirement 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
2024
Q4 		– Sell
-64,345
Closed -$2.23M – 264
2024
Q3 		$2.23M Buy
64,345
+1,712
+3% +$54.6K 0.45% 61
2024
Q2 		$1.8M Buy
62,633
+2,191
+4% +$61.8K 0.46% 61
2024
Q1 		$1.6M Sell
60,442
-6,463
-10% -$170K 0.61% 60
2023
Q4 		$1.78M Sell
66,905
-8,444
-11% -$217K 0.34% 95
2023
Q3 		$1.86M Sell
75,349
-5,508
-7% -$149K 0.4% 82
2023
Q2 		$2.21M Sell
80,857
-7,220
-8% -$200K 0.47% 59
2023
Q1 		$2.46M Buy
88,077
+14,376
+20% +$393K 0.58% 47
2022
Q4 		$2.02M Buy
+73,701
New +$1.94M 0.52% 68

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

B.O.S.S. Retirement Advisors's NI Position: Q4 2024 in Review

B.O.S.S. Retirement Advisors sold out of NiSource (NI) in Q4 2024, closing a stake of 64,345 shares — an estimated $2.23M sold.

B.O.S.S. Retirement Advisors first reported a position in NI in Q4 2022 and held it in 8 quarters. The position peaked at $2.46M in Q1 2023. 736 funds tracked by Wall St. Rank hold NI as of Q4 2024.

  • B.O.S.S. Retirement Advisors reported no remaining NiSource position as of Q4 2024 after selling out during the quarter.
  • B.O.S.S. Retirement Advisors sold 64,345 NiSource shares in Q4 2024, an estimated $2.23M.
  • B.O.S.S. Retirement Advisors first reported a position in NiSource in Q4 2022 and held it in 8 quarters.
  • B.O.S.S. Retirement Advisors's NiSource position peaked at $2.46M in Q1 2023.
  • 736 funds tracked by Wall St. Rank held NiSource as of Q4 2024.

Based on B.O.S.S. Retirement Advisors's 13F filing for Q4 2024, filed 21 Jan 2025.