Romano Brothers & Co’s NiSource NI Stock Holding History

Romano Brothers & Co’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	-1,141	Closed	-$31.3K	–	725
2022 Q4	$31.3K	Buy	+1,141	New	+$30K	﹤0.01%	543

Other funds holding NI

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Romano Brothers & Co's NI Position: Q1 2023 in Review

Romano Brothers & Co sold out of NiSource (NI) in Q1 2023, closing a stake of 1,141 shares — an estimated $31.3K sold.

Romano Brothers & Co first reported a position in NI in Q4 2022 and held it in 1 quarter. The position peaked at $31.3K in Q4 2022. 589 funds tracked by Wall St. Rank hold NI as of Q1 2023.

Romano Brothers & Co reported no remaining NiSource position as of Q1 2023 after selling out during the quarter.
Romano Brothers & Co sold 1,141 NiSource shares in Q1 2023, an estimated $31.3K.
Romano Brothers & Co first reported a position in NiSource in Q4 2022 and held it in 1 quarter.
Romano Brothers & Co's NiSource position peaked at $31.3K in Q4 2022.
589 funds tracked by Wall St. Rank held NiSource as of Q1 2023.

Based on Romano Brothers & Co's 13F filing for Q1 2023, filed 13 Apr 2023.