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River Wealth Advisors’s NiSource NI Stock Holding History

River Wealth Advisors’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
-25,807
Closed -$949K – 205
2024
Q4 		$949K Sell
25,807
-2,098
-8% -$75.3K 0.13% 115
2024
Q3 		$967K Sell
27,905
-2,808
-9% -$89.6K 0.13% 112
2024
Q2 		$885K Sell
30,713
-5,358
-15% -$151K 0.13% 109
2024
Q1 		$998K Sell
36,071
-12,118
-25% -$319K 0.15% 111
2023
Q4 		$1.28M Sell
48,189
-819
-2% -$21K 0.2% 100
2023
Q3 		$1.21M Buy
49,008
+6,187
+14% +$167K 0.22% 98
2023
Q2 		$1.17M Buy
42,821
+8,079
+23% +$224K 0.2% 108
2023
Q1 		$971K Buy
34,742
+10,560
+44% +$289K 0.18% 114
2022
Q4 		$663K Buy
+24,182
New +$635K 0.13% 131

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

River Wealth Advisors's NI Position: Q1 2025 in Review

River Wealth Advisors sold out of NiSource (NI) in Q1 2025, closing a stake of 25,807 shares — an estimated $949K sold.

River Wealth Advisors first reported a position in NI in Q4 2022 and held it in 9 quarters. The position peaked at $1.28M in Q4 2023. 796 funds tracked by Wall St. Rank hold NI as of Q1 2025.

  • River Wealth Advisors reported no remaining NiSource position as of Q1 2025 after selling out during the quarter.
  • River Wealth Advisors sold 25,807 NiSource shares in Q1 2025, an estimated $949K.
  • River Wealth Advisors first reported a position in NiSource in Q4 2022 and held it in 9 quarters.
  • River Wealth Advisors's NiSource position peaked at $1.28M in Q4 2023.
  • 796 funds tracked by Wall St. Rank held NiSource as of Q1 2025.

Based on River Wealth Advisors's 13F filing for Q1 2025, filed 14 May 2025.