Intrua Financial’s NiSource NI Stock Holding History

Intrua Financial’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	-6,524	Closed	-$226K	–	381
2024 Q3	$226K	Sell	6,524 -683	-9%	-$21.8K	0.03%	348
2024 Q2	$208K	Sell	7,207 -717	-9%	-$20.2K	0.03%	377
2024 Q1	$219K	Buy	+7,924	New	+$208K	0.03%	381

Other funds holding NI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Intrua Financial's NI Position: Q4 2024 in Review

Intrua Financial sold out of NiSource (NI) in Q4 2024, closing a stake of 6,524 shares — an estimated $226K sold.

Intrua Financial first reported a position in NI in Q1 2024 and held it in 3 quarters. The position peaked at $226K in Q3 2024. 736 funds tracked by Wall St. Rank hold NI as of Q4 2024.

Intrua Financial reported no remaining NiSource position as of Q4 2024 after selling out during the quarter.
Intrua Financial sold 6,524 NiSource shares in Q4 2024, an estimated $226K.
Intrua Financial first reported a position in NiSource in Q1 2024 and held it in 3 quarters.
Intrua Financial's NiSource position peaked at $226K in Q3 2024.
736 funds tracked by Wall St. Rank held NiSource as of Q4 2024.

Based on Intrua Financial's 13F filing for Q4 2024, filed 28 May 2025.