Retirement Group’s NiSource NI Stock Holding History

Retirement 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 Q1	$1.66K	Hold	60	–	–	﹤0.01%	675
2023 Q4	$1.59K	Hold	60	–	–	﹤0.01%	660
2023 Q3	$1.48K	Hold	60	–	–	﹤0.01%	607
2023 Q2	$1.64K	Hold	60	–	–	﹤0.01%	634
2023 Q1	$2K	Hold	60	–	–	﹤0.01%	594
2022 Q4	$2K	Buy	+60	New	+$1.58K	﹤0.01%	533
2022 Q3	–	Sell	-60	Closed	-$2K	–	701
2022 Q2	$2K	Hold	60	–	–	﹤0.01%	631
2022 Q1	$2K	Hold	60	–	–	﹤0.01%	632
2021 Q4	$2K	Hold	60	–	–	﹤0.01%	614
2021 Q3	$1K	Hold	60	–	–	﹤0.01%	586
2021 Q2	$1K	Hold	60	–	–	﹤0.01%	627
2021 Q1	$1K	Hold	60	–	–	﹤0.01%	695
2020 Q4	$1K	Hold	60	–	–	﹤0.01%	621
2020 Q3	$1K	Hold	60	–	–	﹤0.01%	622
2020 Q2	$1K	Buy	+60	New	+$1.45K	﹤0.01%	607
2019 Q4	$2K	Buy	+60	New	+$1.65K	﹤0.01%	547

Other funds holding NI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return

Retirement Group's NI Position: Q1 2024 in Review

Retirement Group held its NiSource (NI) position steady in Q1 2024 at 60 shares worth $1.66K. The position accounts for ﹤0.01% of the portfolio, ranked #675.

Retirement Group first reported a position in NI in Q4 2019 and has held it in 16 quarters since. The position peaked at $2K in Q1 2023. 635 funds tracked by Wall St. Rank hold NI as of Q1 2024.

Retirement Group held 60 shares of NiSource worth $1.66K as of Q1 2024.
Retirement Group left its NiSource share count unchanged in Q1 2024.
NiSource made up ﹤0.01% of Retirement Group's portfolio in Q1 2024, its #675 holding.
Retirement Group first reported a position in NiSource in Q4 2019 and has held it in 16 quarters since.
Retirement Group's NiSource position peaked at $2K in Q1 2023.
635 funds tracked by Wall St. Rank held NiSource as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.