Sunbelt Securities’s NiSource NI Stock Holding History

Sunbelt Securities’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	–	Sell	-110	Closed	-$3.81K	–	1893
2024 Q3	$3.81K	Buy	+110	New	+$3.51K	﹤0.01%	1498

Other funds holding NI

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

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

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

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

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

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Sunbelt Securities's NI Position: Q4 2024 in Review

Sunbelt Securities sold out of NiSource (NI) in Q4 2024, closing a stake of 110 shares — an estimated $3.81K sold.

Sunbelt Securities first reported a position in NI in Q3 2024 and held it in 1 quarter. The position peaked at $3.81K in Q3 2024. 736 funds tracked by Wall St. Rank hold NI as of Q4 2024.

Sunbelt Securities reported no remaining NiSource position as of Q4 2024 after selling out during the quarter.
Sunbelt Securities sold 110 NiSource shares in Q4 2024, an estimated $3.81K.
Sunbelt Securities first reported a position in NiSource in Q3 2024 and held it in 1 quarter.
Sunbelt Securities's NiSource position peaked at $3.81K in Q3 2024.
736 funds tracked by Wall St. Rank held NiSource as of Q4 2024.

Based on Sunbelt Securities's 13F filing for Q4 2024, filed 18 Feb 2025.