Aventail Capital Group’s NiSource NI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.2M | Sell |
252,426
-3,164
| -1% | -$128K | 0.45% | 54 |
|
|
2025
Q1 | $10.2M | Buy |
+255,590
| New | +$10.2M | 0.5% | 49 |
|
|
2023
Q4 | – | Sell |
-335,849
| Closed | -$8.29M | – | 79 |
|
|
2023
Q3 | $8.29M | Buy |
335,849
+13,223
| +4% | +$326K | 0.58% | 41 |
|
|
2023
Q2 | $8.82M | Sell |
322,626
-1,258,861
| -80% | -$34.4M | 0.9% | 29 |
|
|
2023
Q1 | $44.2M | Buy |
1,581,487
+897,036
| +131% | +$25.1M | 3.75% | 14 |
|
|
2022
Q4 | $18.8M | Buy |
684,451
+485,493
| +244% | +$13.3M | 2.26% | 16 |
|
|
2022
Q3 | $5.01M | Buy |
+198,958
| New | +$5.01M | 0.38% | 38 |
|