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Westover Capital Advisors’s NiSource NI Stock Holding History

Westover Capital 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
Q3 		– Sell
-7,040
Closed -$203K – 248
2024
Q2 		$203K Hold
7,040
– – 0.05% 207
2024
Q1 		$195K Sell
7,040
-1,490
-17% -$39.2K 0.06% 183
2023
Q4 		$226K Sell
8,530
-74,647
-90% -$1.92M 0.07% 163
2023
Q3 		$2.05M Buy
+83,177
New +$2.25M 0.74% 36

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 $3.37T AUM 44.26% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Westover Capital Advisors's NI Position: Q3 2024 in Review

Westover Capital Advisors sold out of NiSource (NI) in Q3 2024, closing a stake of 7,040 shares — an estimated $203K sold.

Westover Capital Advisors first reported a position in NI in Q3 2023 and held it in 4 quarters. The position peaked at $2.05M in Q3 2023. 685 funds tracked by Wall St. Rank hold NI as of Q3 2024.

  • Westover Capital Advisors reported no remaining NiSource position as of Q3 2024 after selling out during the quarter.
  • Westover Capital Advisors sold 7,040 NiSource shares in Q3 2024, an estimated $203K.
  • Westover Capital Advisors first reported a position in NiSource in Q3 2023 and held it in 4 quarters.
  • Westover Capital Advisors's NiSource position peaked at $2.05M in Q3 2023.
  • 685 funds tracked by Wall St. Rank held NiSource as of Q3 2024.

Based on Westover Capital Advisors's 13F filing for Q3 2024, filed 8 Nov 2024.