AE Wealth Management’s NiSource NI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.71M | Sell |
191,016
-328,186
| -63% | -$13.2M | 0.06% | 295 |
|
|
2025
Q1 | $20.8M | Sell |
519,202
-123,396
| -19% | -$4.95M | 0.18% | 141 |
|
|
2024
Q4 | $23.6M | Buy |
642,598
+34,064
| +6% | +$1.25M | 0.2% | 115 |
|
|
2024
Q3 | $21.1M | Sell |
608,534
-33
| -0% | -$1.14K | 0.19% | 126 |
|
|
2024
Q2 | $17.5M | Buy |
608,567
+32,609
| +6% | +$939K | 0.18% | 135 |
|
|
2024
Q1 | $15.9M | Sell |
575,958
-47,173
| -8% | -$1.3M | 0.18% | 154 |
|
|
2023
Q4 | $16.1M | Sell |
623,131
-60,194
| -9% | -$1.55M | 0.08% | 282 |
|
|
2023
Q3 | $16.9M | Sell |
683,325
-48,609
| -7% | -$1.2M | 0.1% | 219 |
|
|
2023
Q2 | $20M | Sell |
731,934
-5,377
| -0.7% | -$147K | 0.12% | 193 |
|
|
2023
Q1 | $20.6M | Buy |
737,311
+184,166
| +33% | +$5.15M | 0.13% | 178 |
|
|
2022
Q4 | $15.2M | Buy |
553,145
+161,546
| +41% | +$4.43M | 0.11% | 217 |
|
|
2022
Q3 | $9.86M | Buy |
+391,599
| New | +$9.86M | 0.08% | 272 |
|
|
2020
Q3 | – | Sell |
-59,744
| Closed | -$1.36M | – | 1321 |
|
|
2020
Q2 | $1.36M | Buy |
59,744
+2,020
| +3% | +$45.9K | 0.02% | 518 |
|
|
2020
Q1 | $1.44M | Sell |
57,724
-189
| -0.3% | -$4.72K | 0.03% | 385 |
|
|
2019
Q4 | $1.61M | Buy |
+57,913
| New | +$1.61M | 0.04% | 403 |
|