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Capital Directions Investment Advisors’s NiSource NI Stock Holding History

Capital Directions Investment 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
2022
Q4 		$82.3K Buy
+3,000
New +$78.8K 0.03% 87
2022
Q3 		– Sell
-3,000
Closed -$88.4K – 93
2022
Q2 		$88K Hold
3,000
– – 0.03% 93
2022
Q1 		$95K Buy
+3,000
New +$87.1K 0.03% 102
2021
Q4 		– Sell
-3,000
Closed -$73K – 161
2021
Q3 		$73K Buy
+3,000
New +$74.8K 0.02% 110

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Capital Directions Investment Advisors's NI Position: Q4 2022 in Review

Capital Directions Investment Advisors opened a new position in NiSource (NI) in Q4 2022: 3,000 shares worth $82.3K. The stake represents 0.03% of the portfolio and ranks #87 among its holdings. This is a return to the name: Capital Directions Investment Advisors previously reported a position in NI as recently as Q2 2022.

Capital Directions Investment Advisors first reported a position in NI in Q3 2021 and has held it in 4 quarters since. The position peaked at $95K in Q1 2022. 575 funds tracked by Wall St. Rank hold NI as of Q4 2022.

  • Capital Directions Investment Advisors held 3,000 shares of NiSource worth $82.3K as of Q4 2022.
  • NiSource was a new Capital Directions Investment Advisors position in Q4 2022.
  • NiSource made up 0.03% of Capital Directions Investment Advisors's portfolio in Q4 2022, its #87 holding.
  • Capital Directions Investment Advisors first reported a position in NiSource in Q3 2021 and has held it in 4 quarters since.
  • Capital Directions Investment Advisors's NiSource position peaked at $95K in Q1 2022.
  • 575 funds tracked by Wall St. Rank held NiSource as of Q4 2022.

Based on Capital Directions Investment Advisors's 13F filing for Q4 2022, filed 1 Feb 2023.