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BerganKDV Wealth Management’s NiSource NI Stock Holding History

BerganKDV 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
2020
Q4 		– Sell
-15
Closed – – 995
2020
Q3 		$0 Sell
15
-60
-80% -$1.39K ﹤0.01% 977
2020
Q2 		$2K Sell
75
-55
-42% -$1.33K ﹤0.01% 768
2020
Q1 		$3K Hold
130
– – ﹤0.01% 677
2019
Q4 		$4K Buy
130
+85
+189% +$2.33K ﹤0.01% 668
2019
Q3 		$1K Hold
45
– – ﹤0.01% 669
2019
Q2 		$1K Hold
45
– – ﹤0.01% 710
2019
Q1 		$1K Hold
45
– – ﹤0.01% 705
2018
Q4 		$1K Buy
+45
New +$1.16K ﹤0.01% 667

Other funds holding NI

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
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
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $40.6B AUM 25.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

BerganKDV Wealth Management's NI Position: Q4 2020 in Review

BerganKDV Wealth Management sold out of NiSource (NI) in Q4 2020, closing a stake of 15 shares.

BerganKDV Wealth Management first reported a position in NI in Q4 2018 and held it in 8 quarters. The position peaked at $4K in Q4 2019. 466 funds tracked by Wall St. Rank hold NI as of Q4 2020.

  • BerganKDV Wealth Management reported no remaining NiSource position as of Q4 2020 after selling out during the quarter.
  • BerganKDV Wealth Management sold 15 NiSource shares in Q4 2020.
  • BerganKDV Wealth Management first reported a position in NiSource in Q4 2018 and held it in 8 quarters.
  • BerganKDV Wealth Management's NiSource position peaked at $4K in Q4 2019.
  • 466 funds tracked by Wall St. Rank held NiSource as of Q4 2020.

Based on BerganKDV Wealth Management's 13F filing for Q4 2020, filed 4 Feb 2021.