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RiverGlades Family Offices’s NiSource NI Stock Holding History

RiverGlades Family Offices’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
-9,600
Closed -$263K – 78
2022
Q4 		$263K Buy
+9,600
New +$252K 0.24% 64
2022
Q2 		$283K Sell
9,600
-1,100
-10% -$33.3K 0.26% 61
2022
Q1 		$340K Hold
10,700
– – 0.26% 65
2021
Q4 		$295K Hold
10,700
– – 0.21% 68
2021
Q3 		$259K Hold
10,700
– – 0.2% 69
2021
Q2 		$262K Hold
10,700
– – 0.2% 70
2021
Q1 		$258K Buy
+10,700
New +$241K 0.21% 69

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

RiverGlades Family Offices's NI Position: Q1 2023 in Review

RiverGlades Family Offices sold out of NiSource (NI) in Q1 2023, closing a stake of 9,600 shares — an estimated $263K sold.

RiverGlades Family Offices first reported a position in NI in Q1 2021 and held it in 7 quarters. The position peaked at $340K in Q1 2022. 589 funds tracked by Wall St. Rank hold NI as of Q1 2023.

  • RiverGlades Family Offices reported no remaining NiSource position as of Q1 2023 after selling out during the quarter.
  • RiverGlades Family Offices sold 9,600 NiSource shares in Q1 2023, an estimated $263K.
  • RiverGlades Family Offices first reported a position in NiSource in Q1 2021 and held it in 7 quarters.
  • RiverGlades Family Offices's NiSource position peaked at $340K in Q1 2022.
  • 589 funds tracked by Wall St. Rank held NiSource as of Q1 2023.

Based on RiverGlades Family Offices's 13F filing for Q1 2023, filed 12 May 2023.