B. Riley Wealth Advisors’s NiSource NI Stock Holding History

B. Riley Wealth 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
2022 Q1	–	Sell	-7,760	Closed	-$214K	–	1462
2021 Q4	$214K	Sell	7,760 -753	-9%	-$19.2K	0.01%	1242
2021 Q3	$207K	Buy	+8,513	New	+$212K	0.01%	1234
2015 Q1	–	Sell	-3,006	Closed	-$50	–	1476
2014 Q4	$50	Buy	+3,006	New	+$48.9K	﹤0.01%	2092
2014 Q3	–	Sell	-3,296	Closed	-$50.9K	–	1442
2014 Q2	$50.9K	Buy	+3,296	New	+$47.6K	0.01%	1025

Other funds holding NI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

B. Riley Wealth Advisors's NI Position: Q1 2022 in Review

B. Riley Wealth Advisors sold out of NiSource (NI) in Q1 2022, closing a stake of 7,760 shares — an estimated $214K sold.

B. Riley Wealth Advisors first reported a position in NI in Q2 2014 and held it in 4 quarters. The position peaked at $214K in Q4 2021. 531 funds tracked by Wall St. Rank hold NI as of Q1 2022.

B. Riley Wealth Advisors reported no remaining NiSource position as of Q1 2022 after selling out during the quarter.
B. Riley Wealth Advisors sold 7,760 NiSource shares in Q1 2022, an estimated $214K.
B. Riley Wealth Advisors first reported a position in NiSource in Q2 2014 and held it in 4 quarters.
B. Riley Wealth Advisors's NiSource position peaked at $214K in Q4 2021.
531 funds tracked by Wall St. Rank held NiSource as of Q1 2022.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2022, filed 2 May 2022.