Lee Financial’s NiSource NI Stock Holding History

Lee Financial’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 Q1	–	Sell	-13	Closed	-$356	–	899
2022 Q4	$356	Hold	13	–	–	﹤0.01%	846
2022 Q3	$0	Hold	13	–	–	﹤0.01%	946
2022 Q2	$0	Buy	+13	New	+$394	﹤0.01%	941

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

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

Jennison Associates New York $145B AUM 34.61% 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

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

Lee Financial's NI Position: Q1 2023 in Review

Lee Financial sold out of NiSource (NI) in Q1 2023, closing a stake of 13 shares — an estimated $356 sold.

Lee Financial first reported a position in NI in Q2 2022 and held it in 3 quarters. The position peaked at $356 in Q4 2022. 589 funds tracked by Wall St. Rank hold NI as of Q1 2023.

Lee Financial reported no remaining NiSource position as of Q1 2023 after selling out during the quarter.
Lee Financial sold 13 NiSource shares in Q1 2023, an estimated $356.
Lee Financial first reported a position in NiSource in Q2 2022 and held it in 3 quarters.
Lee Financial's NiSource position peaked at $356 in Q4 2022.
589 funds tracked by Wall St. Rank held NiSource as of Q1 2023.

Based on Lee Financial's 13F filing for Q1 2023, filed 15 May 2023.