IAG Wealth Partners’s NiSource NI Stock Holding History

IAG Wealth Partners’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 Q2	–	Sell	-444	Closed	-$12.4K	–	477
2023 Q1	$12.4K	Buy	+444	New	+$12.1K	﹤0.01%	281

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

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

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

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

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

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

IAG Wealth Partners's NI Position: Q2 2023 in Review

IAG Wealth Partners sold out of NiSource (NI) in Q2 2023, closing a stake of 444 shares — an estimated $12.4K sold.

IAG Wealth Partners first reported a position in NI in Q1 2023 and held it in 1 quarter. The position peaked at $12.4K in Q1 2023. 565 funds tracked by Wall St. Rank hold NI as of Q2 2023.

IAG Wealth Partners reported no remaining NiSource position as of Q2 2023 after selling out during the quarter.
IAG Wealth Partners sold 444 NiSource shares in Q2 2023, an estimated $12.4K.
IAG Wealth Partners first reported a position in NiSource in Q1 2023 and held it in 1 quarter.
IAG Wealth Partners's NiSource position peaked at $12.4K in Q1 2023.
565 funds tracked by Wall St. Rank held NiSource as of Q2 2023.

Based on IAG Wealth Partners's 13F filing for Q2 2023, filed 10 Aug 2023.