Graves Light Lenhart Wealth’s NiSource NI Stock Holding History

Graves Light Lenhart Wealth’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
2022 Q3	–	Sell	-340	Closed	-$10K	–	426
2022 Q2	$10K	Hold	340	–	–	﹤0.01%	481
2022 Q1	$11K	Hold	340	–	–	﹤0.01%	526
2021 Q4	$9K	Hold	340	–	–	﹤0.01%	616
2021 Q3	$8K	Hold	340	–	–	﹤0.01%	598
2021 Q2	$8K	Hold	340	–	–	﹤0.01%	583
2021 Q1	$8K	Hold	340	–	–	﹤0.01%	598
2020 Q4	$8K	Buy	+340	New	+$7.95K	﹤0.01%	574

Other funds holding NI

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

BlackRock New York $5.72T AUM 30.48% 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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

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

Graves Light Lenhart Wealth's NI Position: Q3 2022 in Review

Graves Light Lenhart Wealth sold out of NiSource (NI) in Q3 2022, closing a stake of 340 shares — an estimated $10K sold.

Graves Light Lenhart Wealth first reported a position in NI in Q4 2020 and held it in 7 quarters. The position peaked at $11K in Q1 2022. 543 funds tracked by Wall St. Rank hold NI as of Q3 2022.

Graves Light Lenhart Wealth reported no remaining NiSource position as of Q3 2022 after selling out during the quarter.
Graves Light Lenhart Wealth sold 340 NiSource shares in Q3 2022, an estimated $10K.
Graves Light Lenhart Wealth first reported a position in NiSource in Q4 2020 and held it in 7 quarters.
Graves Light Lenhart Wealth's NiSource position peaked at $11K in Q1 2022.
543 funds tracked by Wall St. Rank held NiSource as of Q3 2022.

Based on Graves Light Lenhart Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.