WCM
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Weld Capital Management’s NiSource NI Stock Holding History

Weld Capital 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
2021
Q1 		– Sell
-18,612
Closed -$427K – 472
2020
Q4 		$427K Buy
+18,612
New +$435K 0.17% 205
2019
Q2 		– Sell
-9,251
Closed -$265K – 878
2019
Q1 		$265K Buy
+9,251
New +$249K 0.05% 535

Other funds holding NI

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
MBA
Maple-Brown Abbott Barangaroo, Australia $1.47B AUM 27.26% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Weld Capital Management's NI Position: Q1 2021 in Review

Weld Capital Management sold out of NiSource (NI) in Q1 2021, closing a stake of 18,612 shares — an estimated $427K sold.

Weld Capital Management first reported a position in NI in Q1 2019 and held it in 2 quarters. The position peaked at $427K in Q4 2020. 486 funds tracked by Wall St. Rank hold NI as of Q1 2021.

  • Weld Capital Management reported no remaining NiSource position as of Q1 2021 after selling out during the quarter.
  • Weld Capital Management sold 18,612 NiSource shares in Q1 2021, an estimated $427K.
  • Weld Capital Management first reported a position in NiSource in Q1 2019 and held it in 2 quarters.
  • Weld Capital Management's NiSource position peaked at $427K in Q4 2020.
  • 486 funds tracked by Wall St. Rank held NiSource as of Q1 2021.

Based on Weld Capital Management's 13F filing for Q1 2021, filed 17 May 2021.