Column Capital Advisors’s NiSource NI Stock Holding History

Column Capital 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
2023 Q3	$71.6K	Buy	+2,900	New	+$78.4K	0.01%	266
2023 Q1	–	Sell	-2,900	Closed	-$79.5K	–	866
2022 Q4	$79.5K	Hold	2,900	–	–	0.01%	236
2022 Q3	$73K	Hold	2,900	–	–	0.02%	226
2022 Q2	$86K	Hold	2,900	–	–	0.02%	215
2022 Q1	$92K	Hold	2,900	–	–	0.02%	211
2021 Q4	$80K	Hold	2,900	–	–	0.02%	231
2021 Q3	$70K	Hold	2,900	–	–	0.01%	229
2021 Q2	$71K	Hold	2,900	–	–	0.01%	225
2021 Q1	$70K	Hold	2,900	–	–	0.02%	227
2020 Q4	$67K	Hold	2,900	–	–	0.02%	226
2020 Q3	$64K	Hold	2,900	–	–	0.02%	210
2020 Q2	$65K	Hold	2,900	–	–	0.02%	208
2020 Q1	$72K	Hold	2,900	–	–	0.03%	155
2019 Q4	$80K	Buy	+2,900	New	+$79.5K	0.04%	173

Other funds holding NI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Column Capital Advisors's NI Position: Q3 2023 in Review

Column Capital Advisors opened a new position in NiSource (NI) in Q3 2023: 2,900 shares worth $71.6K. The stake represents 0.01% of the portfolio and ranks #266 among its holdings. This is a return to the name: Column Capital Advisors previously reported a position in NI as recently as Q4 2022.

Column Capital Advisors first reported a position in NI in Q4 2019 and has held it in 14 quarters since. The position peaked at $92K in Q1 2022. 583 funds tracked by Wall St. Rank hold NI as of Q3 2023.

Column Capital Advisors held 2,900 shares of NiSource worth $71.6K as of Q3 2023.
NiSource was a new Column Capital Advisors position in Q3 2023.
NiSource made up 0.01% of Column Capital Advisors's portfolio in Q3 2023, its #266 holding.
Column Capital Advisors first reported a position in NiSource in Q4 2019 and has held it in 14 quarters since.
Column Capital Advisors's NiSource position peaked at $92K in Q1 2022.
583 funds tracked by Wall St. Rank held NiSource as of Q3 2023.

Based on Column Capital Advisors's 13F filing for Q3 2023, filed 3 Nov 2023.