Kowal Investment Group’s NiSource NI Stock Holding History

Kowal Investment 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
2021 Q4	–	Sell	-2,043	Closed	-$50K	–	643
2021 Q3	$50K	Buy	+2,043	New	+$50.9K	0.02%	244

Other funds holding NI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

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

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

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

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

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Kowal Investment Group's NI Position: Q4 2021 in Review

Kowal Investment Group sold out of NiSource (NI) in Q4 2021, closing a stake of 2,043 shares — an estimated $50K sold.

Kowal Investment Group first reported a position in NI in Q3 2021 and held it in 1 quarter. The position peaked at $50K in Q3 2021. 516 funds tracked by Wall St. Rank hold NI as of Q4 2021.

Kowal Investment Group reported no remaining NiSource position as of Q4 2021 after selling out during the quarter.
Kowal Investment Group sold 2,043 NiSource shares in Q4 2021, an estimated $50K.
Kowal Investment Group first reported a position in NiSource in Q3 2021 and held it in 1 quarter.
Kowal Investment Group's NiSource position peaked at $50K in Q3 2021.
516 funds tracked by Wall St. Rank held NiSource as of Q4 2021.

Based on Kowal Investment Group's 13F filing for Q4 2021, filed 11 Feb 2022.