Winch Advisory Services’s NiSource NI Stock Holding History

Winch Advisory 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
2024 Q3	–	Sell	-79	Closed	-$2.28K	–	477
2024 Q2	$2.28K	Buy	79 +1	+1%	+$28	﹤0.01%	366
2024 Q1	$2.17K	Hold	78	–	–	﹤0.01%	364
2023 Q4	$2.06K	Buy	78 +1	+1%	+$26	﹤0.01%	361
2023 Q3	$2K	Buy	77 +1	+1%	+$27	﹤0.01%	363
2023 Q2	$2K	Buy	76 +1	+1%	+$28	﹤0.01%	362
2023 Q1	$2K	Hold	75	–	–	﹤0.01%	357
2022 Q4	$2K	Buy	75 +1	+1%	+$26	﹤0.01%	336
2022 Q3	$2K	Hold	74	–	–	﹤0.01%	328
2022 Q2	$2K	Hold	74	–	–	﹤0.01%	349
2022 Q1	$2K	Buy	74 +1	+1%	+$29	﹤0.01%	386
2021 Q4	$2K	Hold	73	–	–	﹤0.01%	407
2021 Q3	$2K	Buy	73 +1	+1%	+$25	﹤0.01%	417
2021 Q2	$2K	Hold	72	–	–	﹤0.01%	424
2021 Q1	$2K	Buy	72 +1	+1%	+$23	﹤0.01%	390
2020 Q4	$2K	Buy	71 +1	+1%	+$23	﹤0.01%	372
2020 Q3	$2K	Hold	70	–	–	﹤0.01%	334
2020 Q2	$2K	Buy	70 +1	+1%	+$24	﹤0.01%	334
2020 Q1	$2K	Buy	69 +1	+1%	+$28	﹤0.01%	287
2019 Q4	$2K	Hold	68	–	–	﹤0.01%	322
2019 Q3	$2K	Buy	68 +1	+1%	+$29	﹤0.01%	302
2019 Q2	$2K	Hold	67	–	–	﹤0.01%	369
2019 Q1	$2K	Hold	67	–	–	﹤0.01%	327
2018 Q4	$2K	Buy	+67	New	+$1.73K	﹤0.01%	299

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 $3.37T AUM 44.26% 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

Winch Advisory Services's NI Position: Q3 2024 in Review

Winch Advisory Services sold out of NiSource (NI) in Q3 2024, closing a stake of 79 shares — an estimated $2.28K sold.

Winch Advisory Services first reported a position in NI in Q4 2018 and held it in 23 quarters. The position peaked at $2.28K in Q2 2024. 685 funds tracked by Wall St. Rank hold NI as of Q3 2024.

Winch Advisory Services reported no remaining NiSource position as of Q3 2024 after selling out during the quarter.
Winch Advisory Services sold 79 NiSource shares in Q3 2024, an estimated $2.28K.
Winch Advisory Services first reported a position in NiSource in Q4 2018 and held it in 23 quarters.
Winch Advisory Services's NiSource position peaked at $2.28K in Q2 2024.
685 funds tracked by Wall St. Rank held NiSource as of Q3 2024.

Based on Winch Advisory Services's 13F filing for Q3 2024, filed 21 Oct 2024.