GeoWealth Management’s NiSource NI Stock Holding History

GeoWealth 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
2025 Q1	–	Sell	-800	Closed	-$29.4K	–	1545
2024 Q4	$29.4K	Sell	800 -161	-17%	-$5.78K	﹤0.01%	1295
2024 Q3	$33.3K	Buy	+961	New	+$30.7K	﹤0.01%	1184

Other funds holding NI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

GeoWealth Management's NI Position: Q1 2025 in Review

GeoWealth Management sold out of NiSource (NI) in Q1 2025, closing a stake of 800 shares — an estimated $29.4K sold.

GeoWealth Management first reported a position in NI in Q3 2024 and held it in 2 quarters. The position peaked at $33.3K in Q3 2024. 796 funds tracked by Wall St. Rank hold NI as of Q1 2025.

GeoWealth Management reported no remaining NiSource position as of Q1 2025 after selling out during the quarter.
GeoWealth Management sold 800 NiSource shares in Q1 2025, an estimated $29.4K.
GeoWealth Management first reported a position in NiSource in Q3 2024 and held it in 2 quarters.
GeoWealth Management's NiSource position peaked at $33.3K in Q3 2024.
796 funds tracked by Wall St. Rank held NiSource as of Q1 2025.

Based on GeoWealth Management's 13F filing for Q1 2025, filed 9 May 2025.