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Money Concepts Capital’s NiSource NI Stock Holding History

Money Concepts Capital’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
-1,628
Closed -$44.6K – 2023
2022
Q4 		$44.6K Buy
+1,628
New +$42.8K ﹤0.01% 1299
2022
Q2 		– Sell
-399
Closed -$13K – 2199
2022
Q1 		$13K Buy
+399
New +$11.6K ﹤0.01% 1816

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
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Money Concepts Capital's NI Position: Q1 2023 in Review

Money Concepts Capital sold out of NiSource (NI) in Q1 2023, closing a stake of 1,628 shares — an estimated $44.6K sold.

Money Concepts Capital first reported a position in NI in Q1 2022 and held it in 2 quarters. The position peaked at $44.6K in Q4 2022. 589 funds tracked by Wall St. Rank hold NI as of Q1 2023.

  • Money Concepts Capital reported no remaining NiSource position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 1,628 NiSource shares in Q1 2023, an estimated $44.6K.
  • Money Concepts Capital first reported a position in NiSource in Q1 2022 and held it in 2 quarters.
  • Money Concepts Capital's NiSource position peaked at $44.6K in Q4 2022.
  • 589 funds tracked by Wall St. Rank held NiSource as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.