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Baldwin Wealth Partners’s NiSource NI Stock Holding History

Baldwin Wealth Partners’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
2023
Q4 		– Sell
-408
Closed -$10.1K – 765
2023
Q3 		$10.1K Hold
408
– – ﹤0.01% 577
2023
Q2 		$11.2K Hold
408
– – ﹤0.01% 587
2023
Q1 		$11.4K Hold
408
– – ﹤0.01% 605
2022
Q4 		$11.2K Buy
+408
New +$10.7K ﹤0.01% 600
2017
Q4 		– Sell
-175
Closed -$4K – 490
2017
Q3 		$4K Buy
+175
New +$4.6K ﹤0.01% 446

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 $3.37T AUM 44.26% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
ECM
ExodusPoint Capital Management New York $15.5B AUM 38.81% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Baldwin Wealth Partners's NI Position: Q4 2023 in Review

Baldwin Wealth Partners sold out of NiSource (NI) in Q4 2023, closing a stake of 408 shares — an estimated $10.1K sold.

Baldwin Wealth Partners first reported a position in NI in Q3 2017 and held it in 5 quarters. The position peaked at $11.4K in Q1 2023. 610 funds tracked by Wall St. Rank hold NI as of Q4 2023.

  • Baldwin Wealth Partners reported no remaining NiSource position as of Q4 2023 after selling out during the quarter.
  • Baldwin Wealth Partners sold 408 NiSource shares in Q4 2023, an estimated $10.1K.
  • Baldwin Wealth Partners first reported a position in NiSource in Q3 2017 and held it in 5 quarters.
  • Baldwin Wealth Partners's NiSource position peaked at $11.4K in Q1 2023.
  • 610 funds tracked by Wall St. Rank held NiSource as of Q4 2023.

Based on Baldwin Wealth Partners's 13F filing for Q4 2023, filed 8 Jan 2024.