Hemington Wealth Management’s NiSource NI Stock Holding History

Hemington 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
2025 Q3	$61K	Sell	1,411 -88	-6%	-$3.64K	0.01%	314
2025 Q2	$60K	Sell	1,499 -52	-3%	-$2.04K	0.01%	299
2025 Q1	$62K	Buy	1,551 +438	+39%	+$16.9K	0.01%	283
2024 Q4	$40K	Sell	1,113 -179	-14%	-$6.43K	0.01%	357
2024 Q3	$45K	Buy	+1,292	New	+$41.2K	0.01%	313
2023 Q3	–	Sell	-8,205	Closed	-$224K	–	100
2023 Q2	$224K	Sell	8,205 -5	-0.1%	-$139	0.09%	94
2023 Q1	$229K	Hold	8,210	–	–	0.09%	93
2022 Q4	$225K	Sell	8,210 -20	-0.2%	-$526	0.1%	91
2022 Q3	$207K	Hold	8,230	–	–	0.09%	91
2022 Q2	$243K	Hold	8,230	–	–	0.1%	90
2022 Q1	$262K	Buy	+8,230	New	+$239K	0.09%	95
2021 Q4	–	Sell	-8,262	Closed	-$200K	–	95
2021 Q3	$200K	Hold	8,262	–	–	0.07%	97
2021 Q2	$202K	Sell	8,262 -41	-0.5%	-$1.04K	0.09%	87
2021 Q1	$200K	Buy	+8,303	New	+$187K	0.08%	87

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

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

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Hemington Wealth Management's NI Position: Q3 2025 in Review

Hemington Wealth Management reduced its NiSource (NI) stake by 5.9% in Q3 2025, selling an estimated $3.64K and leaving 1,411 shares worth $61K. The position accounts for 0.01% of the portfolio, ranked #314.

Hemington Wealth Management first reported a position in NI in Q1 2021 and has held it in 14 quarters since. The position peaked at $262K in Q1 2022. 785 funds tracked by Wall St. Rank hold NI as of Q3 2025.

Hemington Wealth Management held 1,411 shares of NiSource worth $61K as of Q3 2025.
Hemington Wealth Management sold 88 NiSource shares in Q3 2025, an estimated $3.64K.
NiSource made up 0.01% of Hemington Wealth Management's portfolio in Q3 2025, its #314 holding.
Hemington Wealth Management first reported a position in NiSource in Q1 2021 and has held it in 14 quarters since.
Hemington Wealth Management's NiSource position peaked at $262K in Q1 2022.
785 funds tracked by Wall St. Rank held NiSource as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.