Heck Capital Advisors’s NiSource NI Stock Holding History

Heck Capital Advisors’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	-20	Closed	-$735	–	599
2024 Q4	$735	Buy	+20	New	+$718	﹤0.01%	733

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 $3.37T AUM 44.26% 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

Heck Capital Advisors's NI Position: Q1 2025 in Review

Heck Capital Advisors sold out of NiSource (NI) in Q1 2025, closing a stake of 20 shares — an estimated $735 sold.

Heck Capital Advisors first reported a position in NI in Q4 2024 and held it in 1 quarter. The position peaked at $735 in Q4 2024. 795 funds tracked by Wall St. Rank hold NI as of Q1 2025.

Heck Capital Advisors reported no remaining NiSource position as of Q1 2025 after selling out during the quarter.
Heck Capital Advisors sold 20 NiSource shares in Q1 2025, an estimated $735.
Heck Capital Advisors first reported a position in NiSource in Q4 2024 and held it in 1 quarter.
Heck Capital Advisors's NiSource position peaked at $735 in Q4 2024.
795 funds tracked by Wall St. Rank held NiSource as of Q1 2025.

Based on Heck Capital Advisors's 13F filing for Q1 2025, filed 13 May 2025.