Jefferies Group's NI Position Overview
Jefferies Group (via Jefferies Financial Group Inc.) currently holds 6,338 shares of NiSource Inc. (NI) worth $264,675, representing 0.00% of the portfolio. First purchased in 2023-Q2, this medium-term investment has been held for 11 quarters.
Based on 13F filings, Jefferies Group has maintained a strategic position in NI, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2024, adding 254,991 shares. Largest reduction occurred in Q1 2025, reducing 318,616 shares.
Analysis based on 13F filings available since 2013 Q2
Jefferies Group's NiSource (NI) Holding Value Over Time
Track share changes against reported price movement
Quarterly NiSource (NI) Trades by Jefferies Group
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +6,338 | New Buy | 6,338 | $41.76 |
| Q3 2025 | -31,570 | Sold Out | 0 | $0.00 |
| Q2 2025 | +31,570 | New Buy | 31,570 | $40.34 |
| Q1 2025 | -318,616 | Sold Out | 0 | $0.00 |
| Q4 2024 | +254,991 | Add 400.77% | 318,616 | $14.44 |
| Q3 2024 | +54,081 | Add 566.65% | 63,625 | $13.61 |
| Q2 2024 | +9,544 | New Buy | 9,544 | $11.32 |
| Q1 2024 | -81,949 | Sold Out | 0 | $0.00 |
| Q4 2023 | +80,702 | Add 6471.69% | 81,949 | $10.43 |
| Q3 2023 | -48,984 | Reduce 97.52% | 1,247 | $9.70 |
| Q2 2023 | +50,231 | New Buy | 50,231 | $10.75 |
Jefferies Group's NiSource Investment FAQs
Jefferies Group first purchased NiSource Inc. (NI) in Q2 2023, acquiring 50,231 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jefferies Group has held NiSource Inc. (NI) for 11 quarters since Q2 2023.
Jefferies Group's largest addition to NiSource Inc. (NI) was in Q4 2024, adding 318,616 shares worth $4.6 M.
According to the latest 13F filing for Q4 2025, Jefferies Group's firm, Jefferies Financial Group Inc., owns 6,338 shares of NiSource Inc. (NI), valued at approximately $264,675.
As of the Q4 2025 filing, NiSource Inc. (NI) represents approximately 0.00% of Jefferies Group's publicly disclosed stock portfolio, making it one of their key holdings.
Jefferies Group's peak holding in NiSource Inc. (NI) was 318,616 shares, as reported at the end of Q4 2024.