Tyler-Stone Wealth Management’s NiSource NI Stock Holding History

Tyler-Stone 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
2025 Q1	–	Sell	-26,722	Closed	-$982K	–	330
2024 Q4	$982K	Sell	26,722 -2,600	-9%	-$93.4K	0.17%	109
2024 Q3	$1.02M	Buy	29,322 +14,611	+99%	+$466K	0.19%	101
2024 Q2	$424K	Sell	14,711 -400	-3%	-$11.3K	0.17%	112
2024 Q1	$418K	Buy	15,111 +3,263	+28%	+$85.8K	0.19%	111
2023 Q4	$315K	Buy	11,848 +7,100	+150%	+$182K	0.16%	124
2023 Q3	$117K	Buy	4,748 +100	+2%	+$2.7K	0.07%	230
2023 Q2	$127K	Buy	+4,648	New	+$129K	0.07%	220
2022 Q4	$111K	Sell	4,047 -300	-7%	-$7.88K	0.08%	222
2022 Q3	$109K	Buy	4,347 +1	+0%	+$29	0.08%	211
2022 Q2	$128K	Sell	4,346 -1,110	-20%	-$33.6K	0.09%	204
2022 Q1	$174K	Buy	5,456 +1,185	+28%	+$34.4K	0.1%	189
2021 Q4	$118K	Buy	+4,271	New	+$109K	0.06%	251

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Tyler-Stone Wealth Management's NI Position: Q1 2025 in Review

Tyler-Stone Wealth Management sold out of NiSource (NI) in Q1 2025, closing a stake of 26,722 shares — an estimated $982K sold.

Tyler-Stone Wealth Management first reported a position in NI in Q4 2021 and held it in 12 quarters. The position peaked at $1.02M in Q3 2024. 795 funds tracked by Wall St. Rank hold NI as of Q1 2025.

Tyler-Stone Wealth Management reported no remaining NiSource position as of Q1 2025 after selling out during the quarter.
Tyler-Stone Wealth Management sold 26,722 NiSource shares in Q1 2025, an estimated $982K.
Tyler-Stone Wealth Management first reported a position in NiSource in Q4 2021 and held it in 12 quarters.
Tyler-Stone Wealth Management's NiSource position peaked at $1.02M in Q3 2024.
795 funds tracked by Wall St. Rank held NiSource as of Q1 2025.

Based on Tyler-Stone Wealth Management's 13F filing for Q1 2025, filed 13 May 2025.