Caprock Group’s NiSource NI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$699K Buy
2025
Q1
$568K Sell
2024
Q4
$938K Buy
2024
Q3
$815K Buy
2024
Q2
$655K Buy
2024
Q1
$357K Buy
2023
Q4
$298K Buy
2023
Q2
Sell
2023
Q1
$211K Buy