CSat Investment Advisory’s NiSource NI Stock Holding History

CSat Investment Advisory’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
2021 Q1	$99K	Buy	4,121 +1,207	+41%	+$27.2K	0.08%	89
2020 Q4	$67K	Sell	2,914 -5,513	-65%	-$129K	0.06%	112
2020 Q3	$185K	Sell	8,427 -19,121	-69%	-$444K	0.02%	289
2020 Q2	$626K	Buy	27,548 +5,995	+28%	+$145K	0.08%	143
2020 Q1	$538K	Buy	21,553 +5,956	+38%	+$165K	0.11%	121
2019 Q4	$434K	Sell	15,597 -3,801	-20%	-$104K	0.11%	165
2019 Q3	$580K	Sell	19,398 -740	-4%	-$21.7K	0.18%	97
2019 Q2	$580K	Sell	20,138 -4,203	-17%	-$118K	0.2%	92
2019 Q1	$698K	Sell	24,341 -1,962	-7%	-$52.9K	0.35%	70
2018 Q4	$667K	Buy	26,303 +1,865	+8%	+$48.1K	0.4%	65
2018 Q3	$609K	Sell	24,438 -463	-2%	-$12.3K	0.35%	73
2018 Q2	$654K	Buy	+24,901	New	+$610K	0.35%	70

Other funds holding NI

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

MBA

Maple-Brown Abbott Barangaroo, Australia $1.47B AUM 27.26% 1-Year Est. Return

Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

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

CSat Investment Advisory's NI Position: Q1 2021 in Review

CSat Investment Advisory increased its NiSource (NI) stake by 41% in Q1 2021, buying an estimated $27.2K and bringing the position to 4,121 shares worth $99K. The position accounts for 0.08% of the portfolio, ranked #89.

CSat Investment Advisory first reported a position in NI in Q2 2018 and has held it in 12 quarters since. The position peaked at $698K in Q1 2019. 487 funds tracked by Wall St. Rank hold NI as of Q1 2021.

CSat Investment Advisory held 4,121 shares of NiSource worth $99K as of Q1 2021.
CSat Investment Advisory bought 1,207 NiSource shares in Q1 2021, an estimated $27.2K.
NiSource made up 0.08% of CSat Investment Advisory's portfolio in Q1 2021, its #89 holding.
CSat Investment Advisory first reported a position in NiSource in Q2 2018 and has held it in 12 quarters since.
CSat Investment Advisory's NiSource position peaked at $698K in Q1 2019.
487 funds tracked by Wall St. Rank held NiSource as of Q1 2021.

Based on CSat Investment Advisory's 13F filing for Q1 2021, filed 13 May 2021.