SSC
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Syverson Strege & Co’s NiSource NI Stock Holding History

Syverson Strege & 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
Q2 		– Sell
-630
Closed -$17.6K – 420
2023
Q1 		$17.6K Buy
630
+2
+0.3% +$55 0.01% 192
2022
Q4 		$17.2K Buy
628
+2
+0.3% +$53 0.01% 176
2022
Q3 		$16K Buy
626
+1
+0.2% +$29 0.01% 169
2022
Q2 		$18K Buy
625
+1
+0.2% +$30 0.01% 186
2022
Q1 		$20K Buy
624
+2
+0.3% +$58 0.02% 166
2021
Q4 		$17K Buy
622
+1
+0.2% +$25 0.01% 183
2021
Q3 		$15K Buy
621
+2
+0.3% +$50 0.01% 202
2021
Q2 		$15K Buy
619
+1
+0.2% +$25 0.01% 178
2021
Q1 		$15K Buy
618
+2
+0.3% +$45 0.02% 175
2020
Q4 		$14K Buy
+616
New +$14.4K 0.01% 170

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
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
Millennium Management
Millennium Management New York $240B AUM 35.51% 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

Syverson Strege & Co's NI Position: Q2 2023 in Review

Syverson Strege & Co sold out of NiSource (NI) in Q2 2023, closing a stake of 630 shares — an estimated $17.6K sold.

Syverson Strege & Co first reported a position in NI in Q4 2020 and held it in 10 quarters. The position peaked at $20K in Q1 2022. 565 funds tracked by Wall St. Rank hold NI as of Q2 2023.

  • Syverson Strege & Co reported no remaining NiSource position as of Q2 2023 after selling out during the quarter.
  • Syverson Strege & Co sold 630 NiSource shares in Q2 2023, an estimated $17.6K.
  • Syverson Strege & Co first reported a position in NiSource in Q4 2020 and held it in 10 quarters.
  • Syverson Strege & Co's NiSource position peaked at $20K in Q1 2022.
  • 565 funds tracked by Wall St. Rank held NiSource as of Q2 2023.

Based on Syverson Strege & Co's 13F filing for Q2 2023, filed 4 Aug 2023.