Capital Performance Advisors’s NiSource NI Stock Holding History

Capital Performance 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	-962	Closed	-$33.3K	–	1773
2024 Q3	$33.3K	Buy	+962	New	+$30.7K	0.01%	456

Other funds holding NI

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Capital Performance Advisors's NI Position: Q4 2024 in Review

Capital Performance Advisors sold out of NiSource (NI) in Q4 2024, closing a stake of 962 shares — an estimated $33.3K sold.

Capital Performance Advisors first reported a position in NI in Q3 2024 and held it in 1 quarter. The position peaked at $33.3K in Q3 2024. 736 funds tracked by Wall St. Rank hold NI as of Q4 2024.

Capital Performance Advisors reported no remaining NiSource position as of Q4 2024 after selling out during the quarter.
Capital Performance Advisors sold 962 NiSource shares in Q4 2024, an estimated $33.3K.
Capital Performance Advisors first reported a position in NiSource in Q3 2024 and held it in 1 quarter.
Capital Performance Advisors's NiSource position peaked at $33.3K in Q3 2024.
736 funds tracked by Wall St. Rank held NiSource as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.