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Cetera Advisors’s NiSource NI Stock Holding History

Cetera 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
2024
Q1 		$329K Buy
11,882
+4,324
+57% +$114K ﹤0.01% 1876
2023
Q4 		$201K Buy
+7,558
New +$194K ﹤0.01% 1645
2022
Q1 		– Sell
-7,540
Closed -$208K – 1494
2021
Q4 		$208K Buy
+7,540
New +$192K ﹤0.01% 1302

Other funds holding NI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
ZP
Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return

Cetera Advisors's NI Position: Q1 2024 in Review

Cetera Advisors increased its NiSource (NI) stake by 57% in Q1 2024, buying an estimated $114K and bringing the position to 11,882 shares worth $329K. The position accounts for ﹤0.01% of the portfolio, ranked #1876.

Cetera Advisors first reported a position in NI in Q4 2021 and has held it in 3 quarters since. 635 funds tracked by Wall St. Rank hold NI as of Q1 2024.

  • Cetera Advisors held 11,882 shares of NiSource worth $329K as of Q1 2024.
  • Cetera Advisors bought 4,324 NiSource shares in Q1 2024, an estimated $114K.
  • NiSource made up ﹤0.01% of Cetera Advisors's portfolio in Q1 2024, its #1876 holding.
  • Cetera Advisors first reported a position in NiSource in Q4 2021 and has held it in 3 quarters since.
  • 635 funds tracked by Wall St. Rank held NiSource as of Q1 2024.

Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.