USCWA
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U.S. Capital Wealth Advisors’s NiSource NI Stock Holding History

U.S. Capital 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
2024
Q4 		– Sell
-71,705
Closed -$2.48M – 826
2024
Q3 		$2.48M Sell
71,705
-1,071
-1% -$34.2K 0.09% 215
2024
Q2 		$2.1M Sell
72,776
-544
-0.7% -$15.3K 0.08% 235
2024
Q1 		$2.03M Buy
73,320
+368
+0.5% +$9.67K 0.08% 228
2023
Q4 		$1.94M Buy
+72,952
New +$1.87M 0.08% 235
2023
Q1 		– Sell
-1,658
Closed -$45.5K – 1202
2022
Q4 		$45.5K Buy
+1,658
New +$43.6K ﹤0.01% 909

Other funds holding NI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return