Widmann Financial Services’s NiSource NI Stock Holding History

Widmann Financial Services’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
2022 Q1	–	Sell	-122	Closed	-$3K	–	315
2021 Q4	$3K	Buy	+122	New	+$3.1K	﹤0.01%	387

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

Widmann Financial Services's NI Position: Q1 2022 in Review

Widmann Financial Services sold out of NiSource (NI) in Q1 2022, closing a stake of 122 shares — an estimated $3K sold.

Widmann Financial Services first reported a position in NI in Q4 2021 and held it in 1 quarter. The position peaked at $3K in Q4 2021. 531 funds tracked by Wall St. Rank hold NI as of Q1 2022.

Widmann Financial Services reported no remaining NiSource position as of Q1 2022 after selling out during the quarter.
Widmann Financial Services sold 122 NiSource shares in Q1 2022, an estimated $3K.
Widmann Financial Services first reported a position in NiSource in Q4 2021 and held it in 1 quarter.
Widmann Financial Services's NiSource position peaked at $3K in Q4 2021.
531 funds tracked by Wall St. Rank held NiSource as of Q1 2022.

Based on Widmann Financial Services's 13F filing for Q1 2022, filed 4 May 2022.