DCM Advisors’s NiSource NI Stock Holding History

DCM 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	–	Sell	-19,773	Closed	-$498K	–	137
2022 Q3	$498K	Sell	19,773 -225	-1%	-$6.63K	0.25%	91
2022 Q2	$592K	Buy	19,998 +298	+2%	+$9.03K	0.26%	95
2022 Q1	$626K	Buy	+19,700	New	+$572K	0.22%	109

Other funds holding NI

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

DCM Advisors's NI Position: Q4 2022 in Review

DCM Advisors sold out of NiSource (NI) in Q4 2022, closing a stake of 19,773 shares — an estimated $498K sold.

DCM Advisors first reported a position in NI in Q1 2022 and held it in 3 quarters. The position peaked at $626K in Q1 2022. 574 funds tracked by Wall St. Rank hold NI as of Q4 2022.

DCM Advisors reported no remaining NiSource position as of Q4 2022 after selling out during the quarter.
DCM Advisors sold 19,773 NiSource shares in Q4 2022, an estimated $498K.
DCM Advisors first reported a position in NiSource in Q1 2022 and held it in 3 quarters.
DCM Advisors's NiSource position peaked at $626K in Q1 2022.
574 funds tracked by Wall St. Rank held NiSource as of Q4 2022.

Based on DCM Advisors's 13F filing for Q4 2022, filed 11 Sep 2023.