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Steward Financial Group’s NiSource NI Stock Holding History

Steward 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
2023
Q3 		$3K Buy
+130
New +$3.51K ﹤0.01% 862
2023
Q2 		– Sell
-171
Closed -$4K – 803
2023
Q1 		$4K Buy
171
+133
+350% +$3.64K ﹤0.01% 364
2022
Q4 		$1K Buy
+38
New +$999 ﹤0.01% 442
2022
Q3 		– Sell
-45
Closed -$1K – 885
2022
Q2 		$1K Buy
+45
New +$1.36K ﹤0.01% 811

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
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Steward Financial Group's NI Position: Q3 2023 in Review

Steward Financial Group opened a new position in NiSource (NI) in Q3 2023: 130 shares worth $3K. The stake represents ﹤0.01% of the portfolio and ranks #862 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in NI as recently as Q1 2023.

Steward Financial Group first reported a position in NI in Q2 2022 and has held it in 4 quarters since. The position peaked at $4K in Q1 2023. 582 funds tracked by Wall St. Rank hold NI as of Q3 2023.

  • Steward Financial Group held 130 shares of NiSource worth $3K as of Q3 2023.
  • NiSource was a new Steward Financial Group position in Q3 2023.
  • NiSource made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #862 holding.
  • Steward Financial Group first reported a position in NiSource in Q2 2022 and has held it in 4 quarters since.
  • Steward Financial Group's NiSource position peaked at $4K in Q1 2023.
  • 582 funds tracked by Wall St. Rank held NiSource as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.