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Cassady Schiller Wealth Management’s NiSource NI Stock Holding History

Cassady Schiller 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
2024
Q4 		$919 Buy
+25
New +$898 ﹤0.01% 812

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Cassady Schiller Wealth Management's NI Position: Q4 2024 in Review

Cassady Schiller Wealth Management opened a new position in NiSource (NI) in Q4 2024: 25 shares worth $919. The stake represents ﹤0.01% of the portfolio and ranks #812 among its holdings.

734 funds tracked by Wall St. Rank hold NI as of Q4 2024.

  • Cassady Schiller Wealth Management held 25 shares of NiSource worth $919 as of Q4 2024.
  • NiSource was a new Cassady Schiller Wealth Management position in Q4 2024.
  • NiSource made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #812 holding.
  • 734 funds tracked by Wall St. Rank held NiSource as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.