Center for Financial Planning’s NiSource NI Stock Holding History

Center for Financial Planning’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
2023 Q1	–	Sell	-163	Closed	-$4.47K	–	551
2022 Q4	$4.47K	Hold	163	–	–	﹤0.01%	419
2022 Q3	$4K	Hold	163	–	–	﹤0.01%	447
2022 Q2	$5K	Hold	163	–	–	﹤0.01%	422
2022 Q1	$5K	Hold	163	–	–	﹤0.01%	431
2021 Q4	$5K	Hold	163	–	–	﹤0.01%	433
2021 Q3	$4K	Sell	163 -189	-54%	-$4.71K	﹤0.01%	420
2021 Q2	$9K	Hold	352	–	–	﹤0.01%	378
2021 Q1	$8K	Buy	+352	New	+$7.94K	﹤0.01%	412
2020 Q4	–	Sell	-352	Closed	-$8K	–	478
2020 Q3	$8K	Hold	352	–	–	﹤0.01%	328
2020 Q2	$8K	Hold	352	–	–	﹤0.01%	328
2020 Q1	$9K	Hold	352	–	–	﹤0.01%	348
2019 Q4	$10K	Buy	+352	New	+$9.65K	﹤0.01%	310

Other funds holding NI

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Center for Financial Planning's NI Position: Q1 2023 in Review

Center for Financial Planning sold out of NiSource (NI) in Q1 2023, closing a stake of 163 shares — an estimated $4.47K sold.

Center for Financial Planning first reported a position in NI in Q4 2019 and held it in 12 quarters. The position peaked at $10K in Q4 2019. 589 funds tracked by Wall St. Rank hold NI as of Q1 2023.

Center for Financial Planning reported no remaining NiSource position as of Q1 2023 after selling out during the quarter.
Center for Financial Planning sold 163 NiSource shares in Q1 2023, an estimated $4.47K.
Center for Financial Planning first reported a position in NiSource in Q4 2019 and held it in 12 quarters.
Center for Financial Planning's NiSource position peaked at $10K in Q4 2019.
589 funds tracked by Wall St. Rank held NiSource as of Q1 2023.

Based on Center for Financial Planning's 13F filing for Q1 2023, filed 2 May 2023.