Carson Wealth (CWM LLC)’s NiSource NI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $30M | Sell |
642,746
-29,989
| -4% | -$1.35M | 0.08% | 236 |
|
|
2025
Q4 | $28.1M | Sell |
672,735
-20,025
| -3% | -$855K | 0.08% | 230 |
|
|
2025
Q3 | $30M | Sell |
692,760
-7,272
| -1% | -$301K | 0.09% | 191 |
|
|
2025
Q2 | $28.2M | Sell |
700,032
-22,060
| -3% | -$865K | 0.1% | 175 |
|
|
2025
Q1 | $28.9M | Sell |
722,092
-37,244
| -5% | -$1.43M | 0.12% | 162 |
|
|
2024
Q4 | $27.9M | Sell |
759,336
-36,602
| -5% | -$1.31M | 0.12% | 155 |
|
|
2024
Q3 | $27.6M | Sell |
795,938
-31,942
| -4% | -$1.02M | 0.12% | 156 |
|
|
2024
Q2 | $23.9M | Buy |
827,880
+813,770
| +5,767% | +$23M | 0.11% | 172 |
|
|
2024
Q1 | $390K | Buy |
14,110
+1,073
| +8% | +$28.2K | ﹤0.01% | 1222 |
|
|
2023
Q4 | $346K | Buy |
13,037
+1,660
| +15% | +$42.7K | ﹤0.01% | 1205 |
|
|
2023
Q3 | $281K | Buy |
11,377
+306
| +3% | +$8.27K | ﹤0.01% | 1179 |
|
|
2023
Q2 | $303K | Buy |
11,071
+885
| +9% | +$24.6K | ﹤0.01% | 1103 |
|
|
2023
Q1 | $285K | Buy |
10,186
+349
| +4% | +$9.55K | ﹤0.01% | 1074 |
|
|
2022
Q4 | $270K | Buy |
9,837
+1,887
| +24% | +$49.6K | ﹤0.01% | 994 |
|
|
2022
Q3 | $200K | Buy |
7,950
+401
| +5% | +$11.8K | ﹤0.01% | 1051 |
|
|
2022
Q2 | $223K | Buy |
7,549
+243
| +3% | +$7.36K | ﹤0.01% | 1008 |
|
|
2022
Q1 | $232K | Buy |
7,306
+323
| +5% | +$9.38K | ﹤0.01% | 984 |
|
|
2021
Q4 | $193K | Buy |
+6,983
| New | +$178K | ﹤0.01% | 1039 |
|
|
2021
Q2 | $137K | Hold |
5,584
| – | – | ﹤0.01% | 1025 |
|
|
2021
Q1 | $137K | Hold |
5,584
| – | – | ﹤0.01% | 1025 |
|
|
2020
Q4 | $137K | Hold |
5,584
| – | – | ﹤0.01% | 1025 |
|
|
2020
Q3 | $137K | Hold |
5,584
| – | – | ﹤0.01% | 1025 |
|
|
2020
Q2 | $137K | Hold |
5,584
| – | – | ﹤0.01% | 1025 |
|
|
2020
Q1 | $137K | Hold |
5,584
| – | – | ﹤0.01% | 1025 |
|
|
2019
Q4 | $137K | Hold |
5,584
| – | – | ﹤0.01% | 1025 |
|
|
2019
Q3 | $137K | Hold |
5,584
| – | – | ﹤0.01% | 1025 |
|
|
2019
Q2 | $137K | Hold |
5,584
| – | – | ﹤0.01% | 1025 |
|
|
2019
Q1 | $137K | Buy |
5,584
+5,242
| +1,533% | +$141K | ﹤0.01% | 1025 |
|
|
2018
Q4 | $9K | Sell |
342
-174
| -34% | -$4.49K | ﹤0.01% | 1372 |
|
|
2018
Q3 | $13K | Sell |
516
-5
| -1% | -$132 | ﹤0.01% | 1087 |
|
|
2018
Q2 | $14K | Buy |
521
+362
| +228% | +$8.87K | ﹤0.01% | 916 |
|
|
2018
Q1 | $4K | Buy |
159
+19
| +14% | +$450 | ﹤0.01% | 1057 |
|
|
2017
Q4 | $4K | Buy |
140
+40
| +40% | +$1.06K | ﹤0.01% | 1145 |
|
|
2017
Q3 | $3K | Sell |
100
-3
| -3% | -$79 | ﹤0.01% | 1214 |
|
|
2017
Q2 | $3K | Buy |
103
+11
| +12% | +$274 | ﹤0.01% | 966 |
|
|
2017
Q1 | $2K | Sell |
92
-77
| -46% | -$1.76K | ﹤0.01% | 998 |
|
|
2016
Q4 | $4K | Sell |
169
-1
| -0.6% | -$22 | ﹤0.01% | 884 |
|
|
2016
Q3 | $4K | Buy |
+170
| New | +$4.25K | ﹤0.01% | 848 |
|
Other funds holding NI
VCM
VPM
