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Wipfli Financial Advisors’s NiSource NI Stock Holding History

Wipfli Financial Advisors’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
2022
Q3 		$83K Buy
+3,302
New +$97.3K 0.01% 821

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Wipfli Financial Advisors's NI Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in NiSource (NI) in Q3 2022: 3,302 shares worth $83K. The stake represents 0.01% of the portfolio and ranks #821 among its holdings.

543 funds tracked by Wall St. Rank hold NI as of Q3 2022.

  • Wipfli Financial Advisors held 3,302 shares of NiSource worth $83K as of Q3 2022.
  • NiSource was a new Wipfli Financial Advisors position in Q3 2022.
  • NiSource made up 0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #821 holding.
  • 543 funds tracked by Wall St. Rank held NiSource as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.