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ICA Group Wealth Management’s NiSource NI Stock Holding History

ICA Group 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
2024
Q2 		$2.68K Hold
93
– – ﹤0.01% 652
2024
Q1 		$2.57K Hold
93
– – ﹤0.01% 1146
2023
Q4 		$2.47K Buy
+93
New +$2.39K ﹤0.01% 1152
2023
Q3 		– Sell
-93
Closed -$2.54K – 839
2023
Q2 		$2.54K Hold
93
– – ﹤0.01% 1103
2023
Q1 		$2.6K Hold
93
– – ﹤0.01% 1048
2022
Q4 		$2.55K Buy
+93
New +$2.44K ﹤0.01% 1082

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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $145B AUM 34.61% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

ICA Group Wealth Management's NI Position: Q2 2024 in Review

ICA Group Wealth Management held its NiSource (NI) position steady in Q2 2024 at 93 shares worth $2.68K. The position accounts for ﹤0.01% of the portfolio, ranked #652.

ICA Group Wealth Management first reported a position in NI in Q4 2022 and has held it in 6 quarters since. 636 funds tracked by Wall St. Rank hold NI as of Q2 2024.

  • ICA Group Wealth Management held 93 shares of NiSource worth $2.68K as of Q2 2024.
  • ICA Group Wealth Management left its NiSource share count unchanged in Q2 2024.
  • NiSource made up ﹤0.01% of ICA Group Wealth Management's portfolio in Q2 2024, its #652 holding.
  • ICA Group Wealth Management first reported a position in NiSource in Q4 2022 and has held it in 6 quarters since.
  • 636 funds tracked by Wall St. Rank held NiSource as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.