MFG
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Mendota Financial Group’s NiSource NI Stock Holding History

Mendota Financial 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
2024
Q4 		– Sell
-4
Closed -$139 – 889
2024
Q3 		$139 Sell
4
-2,896
-100% -$92.4K ﹤0.01% 777
2024
Q2 		$83.5K Hold
2,900
– – 0.04% 135
2024
Q1 		$80.2K Buy
2,900
+2,230
+333% +$58.6K 0.05% 151
2023
Q4 		$17.8K Hold
670
– – 0.01% 249
2023
Q3 		$16.5K Hold
670
– – 0.02% 178
2023
Q2 		$18.3K Hold
670
– – 0.02% 175
2023
Q1 		$21.3K Hold
670
– – 0.02% 188
2022
Q4 		$18.4K Buy
+670
New +$17.6K 0.02% 180

Other funds holding NI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Mendota Financial Group's NI Position: Q4 2024 in Review

Mendota Financial Group sold out of NiSource (NI) in Q4 2024, closing a stake of 4 shares — an estimated $139 sold.

Mendota Financial Group first reported a position in NI in Q4 2022 and held it in 8 quarters. The position peaked at $83.5K in Q2 2024. 736 funds tracked by Wall St. Rank hold NI as of Q4 2024.

  • Mendota Financial Group reported no remaining NiSource position as of Q4 2024 after selling out during the quarter.
  • Mendota Financial Group sold 4 NiSource shares in Q4 2024, an estimated $139.
  • Mendota Financial Group first reported a position in NiSource in Q4 2022 and held it in 8 quarters.
  • Mendota Financial Group's NiSource position peaked at $83.5K in Q2 2024.
  • 736 funds tracked by Wall St. Rank held NiSource as of Q4 2024.

Based on Mendota Financial Group's 13F filing for Q4 2024, filed 14 Jan 2025.