Spectrum Wealth Counsel’s NiSource NI Stock Holding History

Spectrum Wealth Counsel’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	$450K	Sell	11,225 -775	-6%	-$29.9K	0.05%	91
2024 Q4	$441K	Buy	+12,000	New	+$431K	0.05%	94

Other funds holding NI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Spectrum Wealth Counsel's NI Position: Q1 2025 in Review

Spectrum Wealth Counsel reduced its NiSource (NI) stake by 6.5% in Q1 2025, selling an estimated $29.9K and leaving 11,225 shares worth $450K. The position accounts for 0.05% of the portfolio, ranked #91.

Spectrum Wealth Counsel first reported a position in NI in Q4 2024 and has held it in 2 quarters since. 795 funds tracked by Wall St. Rank hold NI as of Q1 2025.

Spectrum Wealth Counsel held 11,225 shares of NiSource worth $450K as of Q1 2025.
Spectrum Wealth Counsel sold 775 NiSource shares in Q1 2025, an estimated $29.9K.
NiSource made up 0.05% of Spectrum Wealth Counsel's portfolio in Q1 2025, its #91 holding.
Spectrum Wealth Counsel first reported a position in NiSource in Q4 2024 and has held it in 2 quarters since.
795 funds tracked by Wall St. Rank held NiSource as of Q1 2025.

Based on Spectrum Wealth Counsel's 13F filing for Q1 2025, filed 7 May 2025.