FHWM
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Fox Hill Wealth Management’s NiSource NI Stock Holding History

Fox Hill 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 		$2.54M Sell
54,332
-414
-0.8% -$18.7K 1.22% 28
2025
Q4 		$2.29M Buy
54,746
+1,644
+3% +$70.2K 1.06% 31
2025
Q3 		$2.3M Buy
53,102
+4,370
+9% +$181K 1.08% 30
2025
Q2 		$1.97M Buy
48,732
+1,077
+2% +$42.2K 1.01% 28
2025
Q1 		$1.91M Sell
47,655
-1,501
-3% -$57.8K 1.13% 28
2024
Q4 		$1.81M Sell
49,156
-198
-0.4% -$7.11K 1.02% 28
2024
Q3 		$1.71M Sell
49,354
-632
-1% -$20.2K 0.94% 32
2024
Q2 		$1.44M Buy
49,986
+1,064
+2% +$30K 0.88% 34
2024
Q1 		$1.35M Buy
48,922
+1,285
+3% +$33.8K 0.91% 34
2023
Q4 		$1.26M Buy
+47,637
New +$1.22M 0.97% 32

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VCM
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VPM
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Geode Capital Management
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Deutsche Bank
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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