Capital Research Global Investors
NI icon

Capital Research Global Investors’s NiSource NI Stock Holding History

Capital Research Global Investors’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
2019
Q4 		– Sell
-1,873,384
Closed -$56.1M – 421
2019
Q3 		$56.1M Sell
1,873,384
-2,095,917
-53% -$61.5M 0.02% 311
2019
Q2 		$114M Sell
3,969,301
-1,951,877
-33% -$55M 0.04% 253
2019
Q1 		$170M Buy
5,921,178
+1,117
+0% +$30.1K 0.05% 223
2018
Q4 		$150M Sell
5,920,061
-1,912,709
-24% -$49.3M 0.05% 225
2018
Q3 		$195M Sell
7,832,770
-1,286,789
-14% -$34.1M 0.06% 235
2018
Q2 		$240M Buy
+9,119,559
New +$224M 0.07% 220

Other funds holding NI

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
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
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $40.6B AUM 25.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors's NI Position: Q4 2019 in Review

Capital Research Global Investors sold out of NiSource (NI) in Q4 2019, closing a stake of 1,873,384 shares — an estimated $56.1M sold.

Capital Research Global Investors first reported a position in NI in Q2 2018 and held it in 6 quarters. The position peaked at $240M in Q2 2018. 496 funds tracked by Wall St. Rank hold NI as of Q4 2019.

  • Capital Research Global Investors reported no remaining NiSource position as of Q4 2019 after selling out during the quarter.
  • Capital Research Global Investors sold 1,873,384 NiSource shares in Q4 2019, an estimated $56.1M.
  • Capital Research Global Investors first reported a position in NiSource in Q2 2018 and held it in 6 quarters.
  • Capital Research Global Investors's NiSource position peaked at $240M in Q2 2018.
  • 496 funds tracked by Wall St. Rank held NiSource as of Q4 2019.

Based on Capital Research Global Investors's 13F filing for Q4 2019, filed 18 Feb 2020.