DWM
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Darwin Wealth Management’s NiSource NI Stock Holding History

Darwin 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
2026
Q1 		$2.35K Hold
50
– – ﹤0.01% 482
2025
Q4 		$2.09K Hold
50
– – ﹤0.01% 519
2025
Q3 		$2.17K Hold
50
– – ﹤0.01% 496
2025
Q2 		$2.02K Sell
50
-142
-74% -$5.57K ﹤0.01% 487
2025
Q1 		$7.08K Hold
192
– – ﹤0.01% 408
2024
Q4 		$7.08K Sell
192
-183
-49% -$6.57K ﹤0.01% 408
2024
Q3 		$13K Buy
+375
New +$12K ﹤0.01% 355
2020
Q2 		– Sell
-831
Closed -$19K – 537
2020
Q1 		$19K Buy
+831
New +$23K 0.01% 374
2019
Q4 		– Sell
-96,622
Closed -$2.89M – 161
2019
Q3 		$2.89M Buy
96,622
+5,580
+6% +$164K 0.86% 44
2019
Q2 		$2.62M Buy
91,042
+1,762
+2% +$49.6K 0.81% 50
2019
Q1 		$2.56M Buy
+89,280
New +$2.41M 0.84% 44
2016
Q4 		– Sell
-67,525
Closed -$1.63M – 116
2016
Q3 		$1.63M Buy
67,525
+12,019
+22% +$301K 1.26% 31
2016
Q2 		$1.47M Buy
+55,506
New +$1.33M 1.26% 34

Other funds holding NI

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return