Bedel Financial Consulting’s NiSource NI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q3 | $216K | Hold |
5,540
| – | – | 0.02% | 298 |
|
|
2026
Q2 | $263K | Hold |
5,540
| – | – | 0.02% | 264 |
|
|
2026
Q1 | $258K | Hold |
5,540
| – | – | 0.03% | 249 |
|
|
2025
Q4 | $231K | Hold |
5,540
| – | – | 0.02% | 257 |
|
|
2025
Q3 | $240K | Sell |
5,540
-2,611
| -32% | -$108K | 0.03% | 246 |
|
|
2025
Q2 | $329K | Hold |
8,151
| – | – | 0.04% | 205 |
|
|
2025
Q1 | $321K | Hold |
8,151
| – | – | 0.05% | 201 |
|
|
2024
Q4 | $311K | Hold |
8,151
| – | – | 0.04% | 207 |
|
|
2024
Q3 | $282K | Hold |
8,151
| – | – | 0.04% | 208 |
|
|
2024
Q2 | $235K | Hold |
8,151
| – | – | 0.03% | 220 |
|
|
2024
Q1 | $225K | Hold |
8,151
| – | – | 0.04% | 230 |
|
|
2023
Q4 | $216K | Hold |
8,151
| – | – | 0.04% | 226 |
|
|
2023
Q3 | $201K | Hold |
8,151
| – | – | 0.04% | 226 |
|
|
2023
Q2 | $223K | Hold |
8,151
| – | – | 0.05% | 221 |
|
|
2023
Q1 | $228K | Hold |
8,151
| – | – | 0.06% | 203 |
|
|
2022
Q4 | $223K | Buy |
+8,151
| New | +$214K | 0.06% | 201 |
|
|
2022
Q3 | – | Sell |
-8,151
| Closed | -$240K | – | 221 |
|
|
2022
Q2 | $240K | Hold |
8,151
| – | – | 0.07% | 169 |
|
|
2022
Q1 | $259K | Hold |
8,151
| – | – | 0.08% | 162 |
|
|
2021
Q4 | $225K | Sell |
8,151
-9,391
| -54% | -$239K | 0.07% | 178 |
|
|
2021
Q3 | $425K | Buy |
17,542
+96
| +0.6% | +$2.39K | 0.15% | 107 |
|
|
2021
Q2 | $427K | Buy |
17,446
+651
| +4% | +$16.6K | 0.15% | 104 |
|
|
2021
Q1 | $405K | Buy |
16,795
+1
| +0% | +$23 | 0.16% | 104 |
|
|
2020
Q4 | $385K | Hold |
16,794
| – | – | 0.17% | 93 |
|
|
2020
Q3 | $369K | Buy |
16,794
+1
| +0% | +$23 | 0.18% | 82 |
|
|
2020
Q2 | $382K | Buy |
16,793
+1
| +0% | +$24 | 0.21% | 72 |
|
|
2020
Q1 | $419K | Hold |
16,792
| – | – | 0.28% | 59 |
|
|
2019
Q4 | $467K | Sell |
16,792
-977
| -5% | -$26.8K | 0.26% | 67 |
|
|
2019
Q3 | $532K | Buy |
17,769
+1
| +0% | +$29 | 0.32% | 60 |
|
|
2019
Q2 | $512K | Hold |
17,768
| – | – | 0.31% | 64 |
|
|
2019
Q1 | $509K | Buy |
17,768
+1
| +0% | +$27 | 0.32% | 58 |
|
|
2018
Q4 | $450K | Sell |
17,767
-300
| -2% | -$7.74K | 0.32% | 57 |
|
|
2018
Q3 | $454K | Buy |
18,067
+1
| +0% | +$26 | 0.3% | 68 |
|
|
2018
Q2 | $475K | Hold |
18,066
| – | – | 0.35% | 59 |
|
|
2018
Q1 | $432K | Hold |
18,066
| – | – | 0.33% | 64 |
|
|
2017
Q4 | $464K | Buy |
+18,066
| New | +$480K | 0.42% | 59 |
|
Other funds holding NI
Bedel Financial Consulting's NI Position: Q3 2026 in Review
Bedel Financial Consulting held its NiSource (NI) position steady in Q3 2026 at 5,540 shares worth $216K. The position accounts for 0.02% of the portfolio, ranked #298.
Bedel Financial Consulting first reported a position in NI in Q4 2017 and has held it in 35 quarters since. The position peaked at $532K in Q3 2019. 509 funds tracked by Wall St. Rank hold NI as of Q3 2026.
- Bedel Financial Consulting held 5,540 shares of NiSource worth $216K as of Q3 2026.
- Bedel Financial Consulting left its NiSource share count unchanged in Q3 2026.
- NiSource made up 0.02% of Bedel Financial Consulting's portfolio in Q3 2026, its #298 holding.
- Bedel Financial Consulting first reported a position in NiSource in Q4 2017 and has held it in 35 quarters since.
- Bedel Financial Consulting's NiSource position peaked at $532K in Q3 2019.
- 509 funds tracked by Wall St. Rank held NiSource as of Q3 2026.
Based on Bedel Financial Consulting's 13F filing for Q3 2026, filed 6 Nov 2026.