Triad Wealth Partners’s NiSource NI Stock Holding History

Triad Wealth Partners’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 Q3	–	Sell	-50	Closed	-$1.44K	–	602
2024 Q2	$1.44K	Buy	+50	New	+$1.41K	﹤0.01%	815

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 $3.38T AUM 44.17% 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

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

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

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

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Triad Wealth Partners's NI Position: Q3 2024 in Review

Triad Wealth Partners sold out of NiSource (NI) in Q3 2024, closing a stake of 50 shares — an estimated $1.44K sold.

Triad Wealth Partners first reported a position in NI in Q2 2024 and held it in 1 quarter. The position peaked at $1.44K in Q2 2024. 685 funds tracked by Wall St. Rank hold NI as of Q3 2024.

Triad Wealth Partners reported no remaining NiSource position as of Q3 2024 after selling out during the quarter.
Triad Wealth Partners sold 50 NiSource shares in Q3 2024, an estimated $1.44K.
Triad Wealth Partners first reported a position in NiSource in Q2 2024 and held it in 1 quarter.
Triad Wealth Partners's NiSource position peaked at $1.44K in Q2 2024.
685 funds tracked by Wall St. Rank held NiSource as of Q3 2024.

Based on Triad Wealth Partners's 13F filing for Q3 2024, filed 21 Oct 2024.