Catalyst Funds Management’s NiSource NI Stock Holding History

Catalyst Funds 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	–	Sell	-4,200	Closed	-$146K	–	931
2024 Q3	$146K	Buy	+4,200	New	+$134K	0.03%	381

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

Catalyst Funds Management's NI Position: Q4 2024 in Review

Catalyst Funds Management sold out of NiSource (NI) in Q4 2024, closing a stake of 4,200 shares — an estimated $146K sold.

Catalyst Funds Management first reported a position in NI in Q3 2024 and held it in 1 quarter. The position peaked at $146K in Q3 2024. 736 funds tracked by Wall St. Rank hold NI as of Q4 2024.

Catalyst Funds Management reported no remaining NiSource position as of Q4 2024 after selling out during the quarter.
Catalyst Funds Management sold 4,200 NiSource shares in Q4 2024, an estimated $146K.
Catalyst Funds Management first reported a position in NiSource in Q3 2024 and held it in 1 quarter.
Catalyst Funds Management's NiSource position peaked at $146K in Q3 2024.
736 funds tracked by Wall St. Rank held NiSource as of Q4 2024.

Based on Catalyst Funds Management's 13F filing for Q4 2024, filed 10 Feb 2025.