Unique Wealth Strategies’s NiSource NI Stock Holding History

Unique Wealth Strategies’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	-15	Closed	-$415	–	510
2024 Q2	$415	Buy	+15	New	+$423	﹤0.01%	618

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

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

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

Unique Wealth Strategies's NI Position: Q3 2024 in Review

Unique Wealth Strategies sold out of NiSource (NI) in Q3 2024, closing a stake of 15 shares — an estimated $415 sold.

Unique Wealth Strategies first reported a position in NI in Q2 2024 and held it in 1 quarter. The position peaked at $415 in Q2 2024. 684 funds tracked by Wall St. Rank hold NI as of Q3 2024.

Unique Wealth Strategies reported no remaining NiSource position as of Q3 2024 after selling out during the quarter.
Unique Wealth Strategies sold 15 NiSource shares in Q3 2024, an estimated $415.
Unique Wealth Strategies first reported a position in NiSource in Q2 2024 and held it in 1 quarter.
Unique Wealth Strategies's NiSource position peaked at $415 in Q2 2024.
684 funds tracked by Wall St. Rank held NiSource as of Q3 2024.

Based on Unique Wealth Strategies's 13F filing for Q3 2024, filed 14 Jul 2026.