Walled Lake Planning & Wealth Management, LLC Nisource Inc. Transaction History

Walled Lake Planning & Wealth Management, LLC

$246 Million
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Aug 16, 2021	SELL	$24.07 - $26.47 $8,087 - $8,893	-336 Closed	0 $0
Q4 2019 May 15, 2020	BUY	$26.04 - $29.73 $8,749 - $9,989	336 New	336 $9,000

Others Institutions Holding NI

# of Institutions

753

Shares Held

427M

Call Options Held

321K

Put Options Held

47.8K

Vanguard Group Inc Valley Forge, PA

55.3M
Shares

$2.1 Billion
0.04% of portfolio
Black Rock Inc. New York, NY

42.9M
Shares

$1.63 Billion
0.03% of portfolio
State Street Corp Boston, MA

22.7M
Shares

$861 Million
0.03% of portfolio
T. Rowe Price Investment Management, Inc. Baltimore, MD

19.4M
Shares

$736 Million
0.41% of portfolio
Deutsche Bank Ag\ Frankfurt Am Main, 2M

17.5M
Shares

$663 Million
0.25% of portfolio

View Full List

About NISOURCE INC.

Ticker NI
Exchange NYSE
Sector Utilities
Industry Utilities—Regulated Gas
Shares Outstandng 405,952,992
Market Cap $15.4B
Description
NiSource Inc., an energy holding company, operates as a regulated natural gas and electric utility company in the United States. It operates through two segments, Gas Distribution Operations and Electric Operations. The company distributes natural gas to approximately 853,000 customers in northern Indiana, as well as approximately 2.4 million re...

More about NI

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Walled Lake Planning & Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Walled Lake Planning & Wealth Management, LLC with notifications on news.

Account