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New England Capital Financial Advisors’s NiSource NI Stock Holding History

New England Capital Financial Advisors’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
Q2 		– Sell
-82
Closed -$2.31K – 421
2023
Q1 		$2.31K Hold
82
– – ﹤0.01% 336
2022
Q4 		$2.22K Buy
+82
New +$2.15K ﹤0.01% 339

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
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

New England Capital Financial Advisors's NI Position: Q2 2023 in Review

New England Capital Financial Advisors sold out of NiSource (NI) in Q2 2023, closing a stake of 82 shares — an estimated $2.31K sold.

New England Capital Financial Advisors first reported a position in NI in Q4 2022 and held it in 2 quarters. The position peaked at $2.31K in Q1 2023. 566 funds tracked by Wall St. Rank hold NI as of Q2 2023.

  • New England Capital Financial Advisors reported no remaining NiSource position as of Q2 2023 after selling out during the quarter.
  • New England Capital Financial Advisors sold 82 NiSource shares in Q2 2023, an estimated $2.31K.
  • New England Capital Financial Advisors first reported a position in NiSource in Q4 2022 and held it in 2 quarters.
  • New England Capital Financial Advisors's NiSource position peaked at $2.31K in Q1 2023.
  • 566 funds tracked by Wall St. Rank held NiSource as of Q2 2023.

Based on New England Capital Financial Advisors's 13F filing for Q2 2023, filed 2 Aug 2023.