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

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BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

T. Rowe Price Investment Management

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Jennison Associates

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Fidelity Investments

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return