Valley Wealth Managers’s NiSource NI Stock Holding History

Valley Wealth Managers’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	-130	Closed	-$3.75K	–	431
2024 Q2	$3.75K	Buy	+130	New	+$3.67K	﹤0.01%	313

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

Valley Wealth Managers's NI Position: Q3 2024 in Review

Valley Wealth Managers sold out of NiSource (NI) in Q3 2024, closing a stake of 130 shares — an estimated $3.75K sold.

Valley Wealth Managers first reported a position in NI in Q2 2024 and held it in 1 quarter. The position peaked at $3.75K in Q2 2024. 685 funds tracked by Wall St. Rank hold NI as of Q3 2024.

Valley Wealth Managers reported no remaining NiSource position as of Q3 2024 after selling out during the quarter.
Valley Wealth Managers sold 130 NiSource shares in Q3 2024, an estimated $3.75K.
Valley Wealth Managers first reported a position in NiSource in Q2 2024 and held it in 1 quarter.
Valley Wealth Managers's NiSource position peaked at $3.75K in Q2 2024.
685 funds tracked by Wall St. Rank held NiSource as of Q3 2024.

Based on Valley Wealth Managers's 13F filing for Q3 2024, filed 6 Nov 2024.