Capital Analysts LLC’s NiSource NI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.1M Buy
52,038
+1,622
+3% +$65.4K 0.07% 207
2025
Q1
$2.02M Buy
50,416
+283
+0.6% +$11.3K 0.08% 193
2024
Q4
$1.84M Sell
50,133
-1,706
-3% -$62.7K 0.07% 187
2024
Q3
$1.8M Sell
51,839
-665
-1% -$23K 0.07% 189
2024
Q2
$1.51M Sell
52,504
-936
-2% -$27K 0.07% 203
2024
Q1
$1.48M Buy
+53,440
New +$1.48M 0.07% 199