CAS
NI icon

Coppell Advisory Solutions’s NiSource NI Stock Holding History

Coppell Advisory Solutions’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
-36
Closed -$1.24K – 2049
2024
Q3 		$1.24K Buy
+36
New +$1.15K ﹤0.01% 1538
2023
Q4 		$2.04K Buy
+77
New +$1.98K ﹤0.01% 1289

Other funds holding NI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Coppell Advisory Solutions's NI Position: Q4 2024 in Review

Coppell Advisory Solutions sold out of NiSource (NI) in Q4 2024, closing a stake of 36 shares — an estimated $1.24K sold.

Coppell Advisory Solutions first reported a position in NI in Q4 2023 and held it in 2 quarters. The position peaked at $2.04K in Q4 2023. 736 funds tracked by Wall St. Rank hold NI as of Q4 2024.

  • Coppell Advisory Solutions reported no remaining NiSource position as of Q4 2024 after selling out during the quarter.
  • Coppell Advisory Solutions sold 36 NiSource shares in Q4 2024, an estimated $1.24K.
  • Coppell Advisory Solutions first reported a position in NiSource in Q4 2023 and held it in 2 quarters.
  • Coppell Advisory Solutions's NiSource position peaked at $2.04K in Q4 2023.
  • 736 funds tracked by Wall St. Rank held NiSource as of Q4 2024.

Based on Coppell Advisory Solutions's 13F filing for Q4 2024, filed 14 Feb 2025.