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Jefferies Financial Group’s NiSource NI Stock Holding History

Jefferies Financial Group’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
2026
Q2 		– Sell
-49,600
Closed -$2.31M – 1915
2026
Q1 		$2.31M Buy
+49,600
New +$2.23M 0.02% 589
2024
Q3 		– Sell
-11,100
Closed -$320K – 1657
2024
Q2 		$320K Buy
+11,100
New +$313K ﹤0.01% 1101
2024
Q1 		– Sell
-12,600
Closed -$335K – 1886
2023
Q4 		$335K Sell
12,600
-3,600
-22% -$92.5K ﹤0.01% 1340
2023
Q3 		$400K Buy
16,200
+9,800
+153% +$265K ﹤0.01% 1143
2023
Q2 		$175K Buy
+6,400
New +$178K ﹤0.01% 1451

Other funds holding NI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Jefferies Financial Group's NI Position: Q2 2026 in Review

Jefferies Financial Group sold out of NiSource (NI) in Q2 2026, closing a stake of 228 shares — an estimated $10.6K sold.

Jefferies Financial Group first reported a position in NI in Q2 2023 and held it in 9 quarters. The position peaked at $4.6M in Q4 2024. 916 funds tracked by Wall St. Rank hold NI as of Q2 2026.

  • Jefferies Financial Group reported no remaining NiSource position as of Q2 2026 after selling out during the quarter.
  • Jefferies Financial Group sold 228 NiSource shares in Q2 2026, an estimated $10.6K.
  • Jefferies Financial Group first reported a position in NiSource in Q2 2023 and held it in 9 quarters.
  • Jefferies Financial Group's NiSource position peaked at $4.6M in Q4 2024.
  • 916 funds tracked by Wall St. Rank held NiSource as of Q2 2026.

Based on Jefferies Financial Group's 13F filing for Q2 2026, filed 17 Aug 2026.