High Net Worth Advisory Group’s NiSource NI Stock Holding History

High Net Worth Advisory Group’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
2023 Q1	–	Sell	-1,266	Closed	-$34.7K	–	438
2022 Q4	$34.7K	Hold	1,266	–	–	0.01%	376
2022 Q3	$32K	Hold	1,266	–	–	0.01%	402
2022 Q2	$37K	Hold	1,266	–	–	0.02%	366
2022 Q1	$40K	Hold	1,266	–	–	0.01%	370
2021 Q4	$35K	Buy	+1,266	New	+$32.2K	0.01%	386

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

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

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

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

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

High Net Worth Advisory Group's NI Position: Q1 2023 in Review

High Net Worth Advisory Group sold out of NiSource (NI) in Q1 2023, closing a stake of 1,266 shares — an estimated $34.7K sold.

High Net Worth Advisory Group first reported a position in NI in Q4 2021 and held it in 5 quarters. The position peaked at $40K in Q1 2022. 589 funds tracked by Wall St. Rank hold NI as of Q1 2023.

High Net Worth Advisory Group reported no remaining NiSource position as of Q1 2023 after selling out during the quarter.
High Net Worth Advisory Group sold 1,266 NiSource shares in Q1 2023, an estimated $34.7K.
High Net Worth Advisory Group first reported a position in NiSource in Q4 2021 and held it in 5 quarters.
High Net Worth Advisory Group's NiSource position peaked at $40K in Q1 2022.
589 funds tracked by Wall St. Rank held NiSource as of Q1 2023.

Based on High Net Worth Advisory Group's 13F filing for Q1 2023, filed 20 Apr 2023.