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Peterson Financial Group’s NiSource NI Stock Holding History

Peterson 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
2024
Q3 		$5.95K Buy
+172
New +$5.49K 0.02% 272

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Peterson Financial Group's NI Position: Q3 2024 in Review

Peterson Financial Group opened a new position in NiSource (NI) in Q3 2024: 172 shares worth $5.95K. The stake represents 0.02% of the portfolio and ranks #272 among its holdings.

685 funds tracked by Wall St. Rank hold NI as of Q3 2024.

  • Peterson Financial Group held 172 shares of NiSource worth $5.95K as of Q3 2024.
  • NiSource was a new Peterson Financial Group position in Q3 2024.
  • NiSource made up 0.02% of Peterson Financial Group's portfolio in Q3 2024, its #272 holding.
  • 685 funds tracked by Wall St. Rank held NiSource as of Q3 2024.

Based on Peterson Financial Group's 13F filing for Q3 2024, filed 6 Nov 2024.