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Prospera Financial Services’s NiSource NI Stock Holding History

Prospera Financial Services’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
2022
Q2 		– Sell
-100
Closed -$3K – 2256
2022
Q1 		$3K Buy
+100
New +$2.9K ﹤0.01% 2400
2020
Q4 		– Sell
-37
Closed -$1K – 1250
2020
Q3 		$1K Buy
+37
New +$859 ﹤0.01% 1559

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Prospera Financial Services's NI Position: Q2 2022 in Review

Prospera Financial Services sold out of NiSource (NI) in Q2 2022, closing a stake of 100 shares — an estimated $3K sold.

Prospera Financial Services first reported a position in NI in Q3 2020 and held it in 2 quarters. The position peaked at $3K in Q1 2022. 537 funds tracked by Wall St. Rank hold NI as of Q2 2022.

  • Prospera Financial Services reported no remaining NiSource position as of Q2 2022 after selling out during the quarter.
  • Prospera Financial Services sold 100 NiSource shares in Q2 2022, an estimated $3K.
  • Prospera Financial Services first reported a position in NiSource in Q3 2020 and held it in 2 quarters.
  • Prospera Financial Services's NiSource position peaked at $3K in Q1 2022.
  • 537 funds tracked by Wall St. Rank held NiSource as of Q2 2022.

Based on Prospera Financial Services's 13F filing for Q2 2022, filed 8 Aug 2022.