Summit Wealth Group’s NiSource NI Stock Holding History

Summit Wealth 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
2021 Q3	–	Sell	-160	Closed	-$4K	–	163
2021 Q2	$4K	Hold	160	–	–	0.01%	141
2021 Q1	$4K	Buy	+160	New	+$3.61K	0.01%	132

Other funds holding NI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

MBA

Maple-Brown Abbott Barangaroo, Australia $1.47B AUM 27.26% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return

Summit Wealth Group's NI Position: Q3 2021 in Review

Summit Wealth Group sold out of NiSource (NI) in Q3 2021, closing a stake of 160 shares — an estimated $4K sold.

Summit Wealth Group first reported a position in NI in Q1 2021 and held it in 2 quarters. The position peaked at $4K in Q2 2021. 492 funds tracked by Wall St. Rank hold NI as of Q3 2021.

Summit Wealth Group reported no remaining NiSource position as of Q3 2021 after selling out during the quarter.
Summit Wealth Group sold 160 NiSource shares in Q3 2021, an estimated $4K.
Summit Wealth Group first reported a position in NiSource in Q1 2021 and held it in 2 quarters.
Summit Wealth Group's NiSource position peaked at $4K in Q2 2021.
492 funds tracked by Wall St. Rank held NiSource as of Q3 2021.

Based on Summit Wealth Group's 13F filing for Q3 2021, filed 12 Nov 2021.