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Stiles Financial Services’s NiSource NI Stock Holding History

Stiles Financial 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
2025
Q1 		– Sell
-6,703
Closed -$246K – 181
2024
Q4 		$246K Buy
6,703
+48
+0.7% +$1.72K 0.09% 162
2024
Q3 		$231K Buy
+6,655
New +$212K 0.08% 170

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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 $3.38T AUM 44.17% 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

Stiles Financial Services's NI Position: Q1 2025 in Review

Stiles Financial Services sold out of NiSource (NI) in Q1 2025, closing a stake of 6,703 shares — an estimated $246K sold.

Stiles Financial Services first reported a position in NI in Q3 2024 and held it in 2 quarters. The position peaked at $246K in Q4 2024. 796 funds tracked by Wall St. Rank hold NI as of Q1 2025.

  • Stiles Financial Services reported no remaining NiSource position as of Q1 2025 after selling out during the quarter.
  • Stiles Financial Services sold 6,703 NiSource shares in Q1 2025, an estimated $246K.
  • Stiles Financial Services first reported a position in NiSource in Q3 2024 and held it in 2 quarters.
  • Stiles Financial Services's NiSource position peaked at $246K in Q4 2024.
  • 796 funds tracked by Wall St. Rank held NiSource as of Q1 2025.

Based on Stiles Financial Services's 13F filing for Q1 2025, filed 22 Apr 2025.