AE Wealth Management’s NiSource NI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.71M | Sell |
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|
2025
Q1 | $20.8M | Sell |
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|
2024
Q4 | $23.6M | Buy |
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|
2024
Q3 | $21.1M | Sell |
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|
2024
Q2 | $17.5M | Buy |
|
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|
2024
Q1 | $15.9M | Sell |
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|
2023
Q4 | $16.1M | Sell |
|
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|
2023
Q3 | $16.9M | Sell |
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|
2023
Q2 | $20M | Sell |
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|
2023
Q1 | $20.6M | Buy |
|
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|
2022
Q4 | $15.2M | Buy |
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|
2022
Q3 | $9.86M | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $1.36M | Buy |
|
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|
2020
Q1 | $1.44M | Sell |
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|
2019
Q4 | $1.61M | Buy |
|