PCS
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Personal CFO Solutions’s NiSource NI Stock Holding History

Personal CFO Solutions’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
-5,911
Closed -$217K – 483
2024
Q4 		$217K Sell
5,911
-2,256
-28% -$81K 0.04% 420
2024
Q3 		$283K Buy
8,167
+10
+0.1% +$319 0.04% 442
2024
Q2 		$235K Buy
8,157
+195
+2% +$5.5K 0.04% 452
2024
Q1 		$220K Buy
7,962
+269
+3% +$7.07K 0.03% 497
2023
Q4 		$204K Buy
+7,693
New +$198K 0.04% 490

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

Personal CFO Solutions's NI Position: Q1 2025 in Review

Personal CFO Solutions sold out of NiSource (NI) in Q1 2025, closing a stake of 5,911 shares — an estimated $217K sold.

Personal CFO Solutions first reported a position in NI in Q4 2023 and held it in 5 quarters. The position peaked at $283K in Q3 2024. 796 funds tracked by Wall St. Rank hold NI as of Q1 2025.

  • Personal CFO Solutions reported no remaining NiSource position as of Q1 2025 after selling out during the quarter.
  • Personal CFO Solutions sold 5,911 NiSource shares in Q1 2025, an estimated $217K.
  • Personal CFO Solutions first reported a position in NiSource in Q4 2023 and held it in 5 quarters.
  • Personal CFO Solutions's NiSource position peaked at $283K in Q3 2024.
  • 796 funds tracked by Wall St. Rank held NiSource as of Q1 2025.

Based on Personal CFO Solutions's 13F filing for Q1 2025, filed 30 Apr 2025.