EWM
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Evermay Wealth Management’s NiSource NI Stock Holding History

Evermay 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
2021
Q3 		– Sell
-624
Closed -$15K – 505
2021
Q2 		$15K Buy
+624
New +$15.9K ﹤0.01% 373

Other funds holding NI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
MBA
Maple-Brown Abbott Barangaroo, Australia $1.47B AUM 27.26% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

Evermay Wealth Management's NI Position: Q3 2021 in Review

Evermay Wealth Management sold out of NiSource (NI) in Q3 2021, closing a stake of 624 shares — an estimated $15K sold.

Evermay Wealth Management first reported a position in NI in Q2 2021 and held it in 1 quarter. The position peaked at $15K in Q2 2021. 491 funds tracked by Wall St. Rank hold NI as of Q3 2021.

  • Evermay Wealth Management reported no remaining NiSource position as of Q3 2021 after selling out during the quarter.
  • Evermay Wealth Management sold 624 NiSource shares in Q3 2021, an estimated $15K.
  • Evermay Wealth Management first reported a position in NiSource in Q2 2021 and held it in 1 quarter.
  • Evermay Wealth Management's NiSource position peaked at $15K in Q2 2021.
  • 491 funds tracked by Wall St. Rank held NiSource as of Q3 2021.

Based on Evermay Wealth Management's 13F filing for Q3 2021, filed 12 Nov 2021.