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Morningstar Investment Services’s NiSource NI Stock Holding History

Morningstar Investment Services’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
-6,682
Closed -$230K – 311
2024
Q3 		$230K Buy
+6,682
New +$213K ﹤0.01% 384
2022
Q2 		– Sell
-16,014
Closed -$505K – 231
2022
Q1 		$505K Buy
16,014
+2,635
+20% +$76.5K 0.01% 194
2021
Q4 		$369K Buy
13,379
+2,344
+21% +$59.6K ﹤0.01% 201
2021
Q3 		$267K Sell
11,035
-137,745
-93% -$3.43M ﹤0.01% 207
2021
Q2 		$3.67M Buy
148,780
+140,393
+1,674% +$3.57M 0.04% 140
2021
Q1 		$201K Sell
8,387
-242,070
-97% -$5.46M ﹤0.01% 202
2020
Q4 		$5.75M Buy
+250,457
New +$5.86M 0.08% 136

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 $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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 $1.56T AUM 27.86% 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 $167B AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Morningstar Investment Services's NI Position: Q4 2024 in Review

Morningstar Investment Services sold out of NiSource (NI) in Q4 2024, closing a stake of 6,682 shares — an estimated $230K sold.

Morningstar Investment Services first reported a position in NI in Q4 2020 and held it in 7 quarters. The position peaked at $5.75M in Q4 2020. 735 funds tracked by Wall St. Rank hold NI as of Q4 2024.

  • Morningstar Investment Services reported no remaining NiSource position as of Q4 2024 after selling out during the quarter.
  • Morningstar Investment Services sold 6,682 NiSource shares in Q4 2024, an estimated $230K.
  • Morningstar Investment Services first reported a position in NiSource in Q4 2020 and held it in 7 quarters.
  • Morningstar Investment Services's NiSource position peaked at $5.75M in Q4 2020.
  • 735 funds tracked by Wall St. Rank held NiSource as of Q4 2024.

Based on Morningstar Investment Services's 13F filing for Q4 2024, filed 12 Feb 2025.