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Carolinas Wealth Consulting’s NiSource NI Stock Holding History

Carolinas Wealth Consulting’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
2025
Q2 		– Sell
-100
Closed -$4.01K – 624
2025
Q1 		$4.01K Sell
100
-19
-16% -$732 ﹤0.01% 646
2024
Q4 		$4.38K Buy
119
+37
+45% +$1.33K ﹤0.01% 664
2024
Q3 		$2.84K Buy
82
+10
+14% +$319 ﹤0.01% 756
2024
Q2 		$2.08K Buy
72
+22
+44% +$621 ﹤0.01% 789
2024
Q1 		$1.38K Buy
+50
New +$1.31K ﹤0.01% 844
2022
Q1 		– Sell
-73
Closed -$2K – 983
2021
Q4 		$2K Buy
73
+19
+35% +$483 ﹤0.01% 839
2021
Q3 		$1K Buy
+54
New +$1.35K ﹤0.01% 892
2021
Q1 		– Sell
-22
Closed -$1K – 977
2020
Q4 		$1K Sell
22
-5
-19% -$117 ﹤0.01% 824
2020
Q3 		$1K Hold
27
– – ﹤0.01% 857
2020
Q2 		$1K Buy
+27
New +$651 ﹤0.01% 595

Other funds holding NI

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Carolinas Wealth Consulting's NI Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of NiSource (NI) in Q2 2025, closing a stake of 100 shares — an estimated $4.01K sold.

Carolinas Wealth Consulting first reported a position in NI in Q2 2020 and held it in 10 quarters. The position peaked at $4.38K in Q4 2024. 774 funds tracked by Wall St. Rank hold NI as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining NiSource position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 100 NiSource shares in Q2 2025, an estimated $4.01K.
  • Carolinas Wealth Consulting first reported a position in NiSource in Q2 2020 and held it in 10 quarters.
  • Carolinas Wealth Consulting's NiSource position peaked at $4.38K in Q4 2024.
  • 774 funds tracked by Wall St. Rank held NiSource as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.