Number of Shares
27,460.00
Current Holdings Value*
$1.10 Mil
% of Portfolio
4.04%
Total Estimate Gain
$786,883.11
% of Total Estimate Gain
51.00%

STERLING CAPITAL MID VALUE FUND's NiSource Inc Holding Summary

As of 2025-03-31, STERLING CAPITAL FUNDS held 27,460.00 shares of NiSource Inc(NI), totaling $1.10 Mil. This investment constitutes 4.04% of their stock portfolio, and STERLING CAPITAL FUNDS now holds 0.01% of the outstanding NiSource Inc(NI) stock.

The initial trade took place in 2023Q3. And since then STERLING CAPITAL MID VALUE FUND has made 3 purchases of NI, at an average price of $25.92, for a total of 59,522.00 shares. In addition, there have been 4 sales at an average price of $37.16 for 32,062.00 shares. Based on historical transaction data and NI's current price of $41.46, STERLING CAPITAL MID VALUE FUND's estimated gain on his NI holdings is $786,883.11, reflecting a 51.00% gain to date.

STERLING CAPITAL MID VALUE FUND NI ($41.46) Holding Chart

STERLING CAPITAL MID VALUE FUND NI ($41.46) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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