Sugarloaf Wealth Management’s NiSource NI Stock Holding History

Sugarloaf Wealth Management’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
2024 Q4	$21.8K	Buy	594 +4	+0.7%	+$144	﹤0.01%	393
2024 Q3	$20.4K	Buy	590 +494	+515%	+$15.8K	﹤0.01%	413
2024 Q2	$2.77K	Hold	96	–	–	﹤0.01%	569
2024 Q1	$2.65K	Hold	96	–	–	﹤0.01%	580
2023 Q4	$2.55K	Hold	96	–	–	﹤0.01%	588
2023 Q3	$2.37K	Hold	96	–	–	﹤0.01%	592
2023 Q2	$2.63K	Hold	96	–	–	﹤0.01%	602
2023 Q1	$2.68K	Hold	96	–	–	﹤0.01%	597
2022 Q4	$2.63K	Sell	96 -758	-89%	-$19.9K	﹤0.01%	647
2022 Q3	$22K	Hold	854	–	–	0.01%	412
2022 Q2	$25K	Hold	854	–	–	0.01%	383
2022 Q1	$27K	Hold	854	–	–	0.01%	365
2021 Q4	$24K	Hold	854	–	–	0.01%	399
2021 Q3	$21K	Hold	854	–	–	0.01%	414
2021 Q2	$21K	Hold	854	–	–	0.01%	405
2021 Q1	$21	Hold	854	–	–	0.01%	391
2020 Q4	$20K	Hold	854	–	–	0.01%	382
2020 Q3	$19K	Hold	854	–	–	0.01%	366
2020 Q2	$19K	Hold	854	–	–	0.01%	359
2020 Q1	$21K	Hold	854	–	–	0.01%	326
2019 Q4	$24K	Buy	+854	New	+$23.4K	0.01%	346

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Sugarloaf Wealth Management's NI Position: Q4 2024 in Review

Sugarloaf Wealth Management increased its NiSource (NI) stake by 0.68% in Q4 2024, buying an estimated $144 and bringing the position to 594 shares worth $21.8K. The position accounts for ﹤0.01% of the portfolio, ranked #393.

Sugarloaf Wealth Management first reported a position in NI in Q4 2019 and has held it in 21 quarters since. The position peaked at $27K in Q1 2022. 734 funds tracked by Wall St. Rank hold NI as of Q4 2024.

Sugarloaf Wealth Management held 594 shares of NiSource worth $21.8K as of Q4 2024.
Sugarloaf Wealth Management bought 4 NiSource shares in Q4 2024, an estimated $144.
NiSource made up ﹤0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #393 holding.
Sugarloaf Wealth Management first reported a position in NiSource in Q4 2019 and has held it in 21 quarters since.
Sugarloaf Wealth Management's NiSource position peaked at $27K in Q1 2022.
734 funds tracked by Wall St. Rank held NiSource as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.