JFG
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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
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 $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Jefferies Financial Group's NI Position: Q1 2026 in Review

Jefferies Financial Group reduced its NiSource (NI) stake by 96% in Q1 2026, selling an estimated $275K and leaving 228 shares worth $10.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1686.

Jefferies Financial Group first reported a position in NI in Q2 2023 and has held it in 9 quarters since. The position peaked at $4.6M in Q4 2024. 877 funds tracked by Wall St. Rank hold NI as of Q1 2026.

  • Jefferies Financial Group held 228 shares of NiSource worth $10.6K as of Q1 2026.
  • Jefferies Financial Group sold 6,110 NiSource shares in Q1 2026, an estimated $275K.
  • NiSource made up ﹤0.01% of Jefferies Financial Group's portfolio in Q1 2026, its #1686 holding.
  • Jefferies Financial Group first reported a position in NiSource in Q2 2023 and has held it in 9 quarters since.
  • Jefferies Financial Group's NiSource position peaked at $4.6M in Q4 2024.
  • 877 funds tracked by Wall St. Rank held NiSource as of Q1 2026.

Based on Jefferies Financial Group's 13F filing for Q1 2026, filed 8 May 2026.