Sutton Wealth Advisors’s NiSource NI Stock Holding History

Sutton Wealth Advisors’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
2023 Q3	$113K	Hold	4,567	–	–	0.06%	155
2023 Q2	$125K	Hold	4,567	–	–	0.06%	149
2023 Q1	$128K	Sell	4,567 -605	-12%	-$16.6K	0.07%	139
2022 Q4	$142K	Hold	5,172	–	–	0.05%	209
2022 Q3	$130K	Hold	5,172	–	–	0.05%	217
2022 Q2	$153K	Hold	5,172	–	–	0.06%	193
2022 Q1	$164K	Hold	5,172	–	–	0.06%	195
2021 Q4	$143K	Sell	5,172 -1,229	-19%	-$31.3K	0.05%	216
2021 Q3	$155K	Hold	6,401	–	–	0.06%	200
2021 Q2	$157K	Hold	6,401	–	–	0.06%	204
2021 Q1	$154K	Hold	6,401	–	–	0.06%	198
2020 Q4	$147K	Hold	6,401	–	–	0.06%	189
2020 Q3	$141K	Hold	6,401	–	–	0.07%	178
2020 Q2	$146K	Buy	6,401 +130	+2%	+$3.14K	0.08%	169
2020 Q1	$157K	Hold	6,271	–	–	0.1%	151
2019 Q4	$175K	Hold	6,271	–	–	0.09%	165
2019 Q3	$188K	Hold	6,271	–	–	0.1%	154
2019 Q2	$181K	Hold	6,271	–	–	0.1%	153
2019 Q1	$180K	Hold	6,271	–	–	0.1%	151
2018 Q4	$159K	Hold	6,271	–	–	0.1%	150
2018 Q3	$156K	Sell	6,271 -1,157	-16%	-$30.6K	0.1%	150
2018 Q2	$195K	Hold	7,428	–	–	0.14%	125
2018 Q1	$178K	Buy	7,428 +382	+5%	+$9.05K	0.13%	134
2017 Q4	$181K	Hold	7,046	–	–	0.13%	140
2017 Q3	$180K	Hold	7,046	–	–	0.14%	126
2017 Q2	$179K	Buy	7,046 +6,441	+1,065%	+$161K	0.14%	127
2017 Q1	$14.4K	Hold	605	–	–	0.01%	623
2016 Q4	$13.4K	Sell	605 -15	-2%	-$334	0.01%	615
2016 Q3	$14.9K	Hold	620	–	–	0.01%	544
2016 Q2	$16.4K	Hold	620	–	–	0.02%	498
2016 Q1	$14.6K	Buy	+620	New	+$13.3K	0.01%	517

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Sutton Wealth Advisors's NI Position: Q3 2023 in Review

Sutton Wealth Advisors held its NiSource (NI) position steady in Q3 2023 at 4,567 shares worth $113K. The position accounts for 0.06% of the portfolio, ranked #155.

Sutton Wealth Advisors first reported a position in NI in Q1 2016 and has held it in 31 quarters since. The position peaked at $195K in Q2 2018. 583 funds tracked by Wall St. Rank hold NI as of Q3 2023.

Sutton Wealth Advisors held 4,567 shares of NiSource worth $113K as of Q3 2023.
Sutton Wealth Advisors left its NiSource share count unchanged in Q3 2023.
NiSource made up 0.06% of Sutton Wealth Advisors's portfolio in Q3 2023, its #155 holding.
Sutton Wealth Advisors first reported a position in NiSource in Q1 2016 and has held it in 31 quarters since.
Sutton Wealth Advisors's NiSource position peaked at $195K in Q2 2018.
583 funds tracked by Wall St. Rank held NiSource as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.