Badgley Phelps Wealth Managers’s NiSource NI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $23M | Buy |
569,146
+13,311
| +2% | +$537K | 0.51% | 48 |
|
|
2025
Q1 | $22.3M | Buy |
555,835
+6,801
| +1% | +$273K | 0.54% | 49 |
|
|
2024
Q4 | $20.2M | Buy |
549,034
+17,011
| +3% | +$625K | 0.47% | 60 |
|
|
2024
Q3 | $18.4M | Buy |
532,023
+20,084
| +4% | +$696K | 0.43% | 70 |
|
|
2024
Q2 | $14.7M | Buy |
511,939
+21,831
| +4% | +$629K | 0.37% | 79 |
|
|
2024
Q1 | $13.6M | Buy |
490,108
+123,494
| +34% | +$3.42M | 0.34% | 89 |
|
|
2023
Q4 | $9.73M | Sell |
366,614
-84,108
| -19% | -$2.23M | 0.27% | 98 |
|
|
2023
Q3 | $11.1M | Buy |
450,722
+36,912
| +9% | +$911K | 0.38% | 83 |
|
|
2023
Q2 | $11.3M | Buy |
413,810
+12,202
| +3% | +$334K | 0.37% | 83 |
|
|
2023
Q1 | $11.2M | Buy |
401,608
+53,324
| +15% | +$1.49M | 0.41% | 82 |
|
|
2022
Q4 | $9.55M | Sell |
348,284
-71,152
| -17% | -$1.95M | 0.38% | 87 |
|
|
2022
Q3 | $10.6M | Buy |
419,436
+35,493
| +9% | +$894K | 0.45% | 75 |
|
|
2022
Q2 | $11.3M | Buy |
+383,943
| New | +$11.3M | 0.47% | 73 |
|