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Old North State Wealth Management’s NiSource NI Stock Holding History

Old North State Wealth Management’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
-10,185
Closed -$375K – 113
2024
Q4 		$375K Buy
10,185
+1,269
+14% +$45.6K 0.21% 75
2024
Q3 		$309K Buy
+8,916
New +$285K 0.17% 83

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State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Old North State Wealth Management's NI Position: Q1 2025 in Review

Old North State Wealth Management sold out of NiSource (NI) in Q1 2025, closing a stake of 10,185 shares — an estimated $375K sold.

Old North State Wealth Management first reported a position in NI in Q3 2024 and held it in 2 quarters. The position peaked at $375K in Q4 2024. 796 funds tracked by Wall St. Rank hold NI as of Q1 2025.

  • Old North State Wealth Management reported no remaining NiSource position as of Q1 2025 after selling out during the quarter.
  • Old North State Wealth Management sold 10,185 NiSource shares in Q1 2025, an estimated $375K.
  • Old North State Wealth Management first reported a position in NiSource in Q3 2024 and held it in 2 quarters.
  • Old North State Wealth Management's NiSource position peaked at $375K in Q4 2024.
  • 796 funds tracked by Wall St. Rank held NiSource as of Q1 2025.

Based on Old North State Wealth Management's 13F filing for Q1 2025, filed 24 Apr 2025.