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DFPG Investments’s NiSource NI Stock Holding History

DFPG Investments’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
Q4 		$724K Buy
+26,914
New +$692K 0.06% 307

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
ECM
ExodusPoint Capital Management New York $12.6B AUM 30.13% 1-Year Est. Return

DFPG Investments's NI Position: Q4 2023 in Review

DFPG Investments opened a new position in NiSource (NI) in Q4 2023: 26,914 shares worth $724K. The stake represents 0.06% of the portfolio and ranks #307 among its holdings.

609 funds tracked by Wall St. Rank hold NI as of Q4 2023.

  • DFPG Investments held 26,914 shares of NiSource worth $724K as of Q4 2023.
  • NiSource was a new DFPG Investments position in Q4 2023.
  • NiSource made up 0.06% of DFPG Investments's portfolio in Q4 2023, its #307 holding.
  • 609 funds tracked by Wall St. Rank held NiSource as of Q4 2023.

Based on DFPG Investments's 13F filing for Q4 2023, filed 10 Jan 2024.