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Stonebridge Financial Planning Group’s NiSource NI Stock Holding History

Stonebridge Financial Planning Group’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
2022
Q1 		– Sell
-1,000
Closed -$29K – 272
2021
Q4 		$29K Hold
1,000
– – 0.02% 266
2021
Q3 		$25K Buy
1,000
+800
+400% +$19.9K 0.01% 289
2021
Q2 		$5K Hold
200
– – ﹤0.01% 381
2021
Q1 		$5K Hold
200
– – ﹤0.01% 386
2020
Q4 		$5K Hold
200
– – ﹤0.01% 361
2020
Q3 		$5K Hold
200
– – ﹤0.01% 355
2020
Q2 		$5K Hold
200
– – ﹤0.01% 357
2020
Q1 		$5K Hold
200
– – 0.01% 362
2019
Q4 		$6K Buy
+200
New +$5.48K 0.01% 319

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 Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return

Stonebridge Financial Planning Group's NI Position: Q1 2022 in Review

Stonebridge Financial Planning Group sold out of NiSource (NI) in Q1 2022, closing a stake of 1,000 shares — an estimated $29K sold.

Stonebridge Financial Planning Group first reported a position in NI in Q4 2019 and held it in 9 quarters. The position peaked at $29K in Q4 2021. 532 funds tracked by Wall St. Rank hold NI as of Q1 2022.

  • Stonebridge Financial Planning Group reported no remaining NiSource position as of Q1 2022 after selling out during the quarter.
  • Stonebridge Financial Planning Group sold 1,000 NiSource shares in Q1 2022, an estimated $29K.
  • Stonebridge Financial Planning Group first reported a position in NiSource in Q4 2019 and held it in 9 quarters.
  • Stonebridge Financial Planning Group's NiSource position peaked at $29K in Q4 2021.
  • 532 funds tracked by Wall St. Rank held NiSource as of Q1 2022.

Based on Stonebridge Financial Planning Group's 13F filing for Q1 2022, filed 10 May 2022.