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Householder Group Estate & Retirement Specialist’s NiSource NI Stock Holding History

Householder Group Estate & Retirement Specialist’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
2024
Q4 		– Sell
-355
Closed -$12K – 957
2024
Q3 		$12K Hold
355
– – ﹤0.01% 787
2024
Q2 		$10K Hold
355
– – ﹤0.01% 811
2024
Q1 		$9.82K Hold
355
– – ﹤0.01% 816
2023
Q4 		$9K Hold
355
– – ﹤0.01% 790
2023
Q3 		$8.76K Buy
+355
New +$9.59K ﹤0.01% 820
2023
Q1 		$10K Hold
355
– – ﹤0.01% 806
2022
Q4 		$9K Hold
355
– – 0.01% 241
2022
Q3 		$8K Buy
+355
New +$10.5K ﹤0.01% 783

Other funds holding NI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's NI Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of NiSource (NI) in Q4 2024, closing a stake of 355 shares — an estimated $12K sold.

Householder Group Estate & Retirement Specialist first reported a position in NI in Q3 2022 and held it in 8 quarters. The position peaked at $12K in Q3 2024. 735 funds tracked by Wall St. Rank hold NI as of Q4 2024.

  • Householder Group Estate & Retirement Specialist reported no remaining NiSource position as of Q4 2024 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 355 NiSource shares in Q4 2024, an estimated $12K.
  • Householder Group Estate & Retirement Specialist first reported a position in NiSource in Q3 2022 and held it in 8 quarters.
  • Householder Group Estate & Retirement Specialist's NiSource position peaked at $12K in Q3 2024.
  • 735 funds tracked by Wall St. Rank held NiSource as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.