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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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

U.S. Capital Wealth Advisors's NI Position: Q4 2024 in Review

U.S. Capital Wealth Advisors sold out of NiSource (NI) in Q4 2024, closing a stake of 71,705 shares — an estimated $2.48M sold.

U.S. Capital Wealth Advisors first reported a position in NI in Q4 2022 and held it in 5 quarters. The position peaked at $2.48M in Q3 2024. 736 funds tracked by Wall St. Rank hold NI as of Q4 2024.

  • U.S. Capital Wealth Advisors reported no remaining NiSource position as of Q4 2024 after selling out during the quarter.
  • U.S. Capital Wealth Advisors sold 71,705 NiSource shares in Q4 2024, an estimated $2.48M.
  • U.S. Capital Wealth Advisors first reported a position in NiSource in Q4 2022 and held it in 5 quarters.
  • U.S. Capital Wealth Advisors's NiSource position peaked at $2.48M in Q3 2024.
  • 736 funds tracked by Wall St. Rank held NiSource as of Q4 2024.

Based on U.S. Capital Wealth Advisors's 13F filing for Q4 2024, filed 24 Jan 2025.