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White Knight Strategic Wealth Advisors’s NiSource NI Stock Holding History

White Knight Strategic 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
2025
Q1 		– Sell
-13,290
Closed -$489K – 97
2024
Q4 		$489K Buy
13,290
+6,545
+97% +$235K 0.2% 77
2024
Q3 		$234K Sell
6,745
-3,125
-32% -$99.7K 0.21% 74
2024
Q2 		$284K Sell
9,870
-80
-0.8% -$2.26K 0.28% 62
2024
Q1 		$275K Buy
9,950
+770
+8% +$20.2K 0.29% 60
2023
Q4 		$244K Buy
+9,180
New +$236K 0.28% 64

Other funds holding NI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

White Knight Strategic Wealth Advisors's NI Position: Q1 2025 in Review

White Knight Strategic Wealth Advisors sold out of NiSource (NI) in Q1 2025, closing a stake of 13,290 shares — an estimated $489K sold.

White Knight Strategic Wealth Advisors first reported a position in NI in Q4 2023 and held it in 5 quarters. The position peaked at $489K in Q4 2024. 795 funds tracked by Wall St. Rank hold NI as of Q1 2025.

  • White Knight Strategic Wealth Advisors reported no remaining NiSource position as of Q1 2025 after selling out during the quarter.
  • White Knight Strategic Wealth Advisors sold 13,290 NiSource shares in Q1 2025, an estimated $489K.
  • White Knight Strategic Wealth Advisors first reported a position in NiSource in Q4 2023 and held it in 5 quarters.
  • White Knight Strategic Wealth Advisors's NiSource position peaked at $489K in Q4 2024.
  • 795 funds tracked by Wall St. Rank held NiSource as of Q1 2025.

Based on White Knight Strategic Wealth Advisors's 13F filing for Q1 2025, filed 15 May 2025.