LVZ Inc’s NiSource NI Stock Holding History

LVZ Inc’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
2025 Q1	–	Sell	-6,897	Closed	-$254K	–	159
2024 Q4	$254K	Hold	6,897	–	–	0.03%	126
2024 Q3	$239K	Buy	+6,897	New	+$220K	0.03%	127

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 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

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

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

LVZ Inc's NI Position: Q1 2025 in Review

LVZ Inc sold out of NiSource (NI) in Q1 2025, closing a stake of 6,897 shares — an estimated $254K sold.

LVZ Inc first reported a position in NI in Q3 2024 and held it in 2 quarters. The position peaked at $254K in Q4 2024. 796 funds tracked by Wall St. Rank hold NI as of Q1 2025.

LVZ Inc reported no remaining NiSource position as of Q1 2025 after selling out during the quarter.
LVZ Inc sold 6,897 NiSource shares in Q1 2025, an estimated $254K.
LVZ Inc first reported a position in NiSource in Q3 2024 and held it in 2 quarters.
LVZ Inc's NiSource position peaked at $254K in Q4 2024.
796 funds tracked by Wall St. Rank held NiSource as of Q1 2025.

Based on LVZ Inc's 13F filing for Q1 2025, filed 22 Apr 2025.