Creative Planning’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 | $9.76M | Buy |
209,105
+99,160
| +90% | +$4.47M | 0.01% | 705 |
|
|
2025
Q4 | $4.59M | Buy |
109,945
+22,570
| +26% | +$964K | ﹤0.01% | 1068 |
|
|
2025
Q3 | $3.78M | Buy |
87,375
+24,621
| +39% | +$1.02M | ﹤0.01% | 1050 |
|
|
2025
Q2 | $2.53M | Buy |
62,754
+1,542
| +3% | +$60.5K | ﹤0.01% | 1149 |
|
|
2025
Q1 | $2.45M | Buy |
61,212
+6,241
| +11% | +$240K | ﹤0.01% | 1056 |
|
|
2024
Q4 | $2.02M | Buy |
54,971
+7,106
| +15% | +$255K | ﹤0.01% | 1128 |
|
|
2024
Q3 | $1.66M | Sell |
47,865
-57,254
| -54% | -$1.83M | ﹤0.01% | 1184 |
|
|
2024
Q2 | $3.03M | Buy |
105,119
+1,404
| +1% | +$39.6K | ﹤0.01% | 819 |
|
|
2024
Q1 | $2.87M | Buy |
103,715
+61,463
| +145% | +$1.62M | ﹤0.01% | 820 |
|
|
2023
Q4 | $1.12M | Sell |
42,252
-395
| -0.9% | -$10.2K | ﹤0.01% | 1171 |
|
|
2023
Q3 | $1.05M | Sell |
42,647
-565
| -1% | -$15.3K | ﹤0.01% | 1138 |
|
|
2023
Q2 | $1.18M | Buy |
43,212
+2,135
| +5% | +$59.3K | ﹤0.01% | 1054 |
|
|
2023
Q1 | $1.15M | Buy |
41,077
+3,533
| +9% | +$96.7K | ﹤0.01% | 1008 |
|
|
2022
Q4 | $1.03M | Buy |
37,544
+4,009
| +12% | +$105K | ﹤0.01% | 1019 |
|
|
2022
Q3 | $845K | Buy |
33,535
+1,974
| +6% | +$58.1K | ﹤0.01% | 1034 |
|
|
2022
Q2 | $931K | Buy |
31,561
+98
| +0.3% | +$2.97K | ﹤0.01% | 1006 |
|
|
2022
Q1 | $1M | Buy |
31,463
+2,692
| +9% | +$78.1K | ﹤0.01% | 982 |
|
|
2021
Q4 | $794K | Buy |
28,771
+1,954
| +7% | +$49.7K | ﹤0.01% | 1060 |
|
|
2021
Q3 | $650K | Buy |
26,817
+25
| +0.1% | +$623 | ﹤0.01% | 1158 |
|
|
2021
Q2 | $656K | Sell |
26,792
-634
| -2% | -$16.1K | ﹤0.01% | 1125 |
|
|
2021
Q1 | $661K | Sell |
27,426
-671
| -2% | -$15.1K | ﹤0.01% | 1260 |
|
|
2020
Q4 | $644K | Sell |
28,097
-831
| -3% | -$19.4K | ﹤0.01% | 1169 |
|
|
2020
Q3 | $753K | Buy |
28,928
+906
| +3% | +$21K | ﹤0.01% | 927 |
|
|
2020
Q2 | $637K | Sell |
28,022
-1,640
| -6% | -$39.6K | ﹤0.01% | 924 |
|
|
2020
Q1 | $741K | Buy |
29,662
+1,400
| +5% | +$38.7K | ﹤0.01% | 767 |
|
|
2019
Q4 | $787K | Sell |
28,262
-3,560
| -11% | -$97.6K | ﹤0.01% | 898 |
|
|
2019
Q3 | $952K | Sell |
31,822
-4,261
| -12% | -$125K | ﹤0.01% | 781 |
|
|
2019
Q2 | $1.04M | Buy |
36,083
+3,730
| +12% | +$105K | ﹤0.01% | 750 |
|
|
2019
Q1 | $927K | Buy |
32,353
+357
| +1% | +$9.62K | ﹤0.01% | 757 |
|
|
2018
Q4 | $811K | Sell |
31,996
-704
| -2% | -$18.2K | ﹤0.01% | 753 |
|
|
2018
Q3 | $815K | Sell |
32,700
-1,400
| -4% | -$37K | ﹤0.01% | 850 |
|
|
2018
Q2 | $896K | Buy |
34,100
+407
| +1% | +$9.98K | ﹤0.01% | 803 |
|
|
2018
Q1 | $806K | Sell |
33,693
-177
| -0.5% | -$4.19K | ﹤0.01% | 852 |
|
|
2017
Q4 | $869K | Sell |
33,870
-1,660
| -5% | -$44.1K | ﹤0.01% | 811 |
|
|
2017
Q3 | $909K | Buy |
35,530
+1,501
| +4% | +$39.5K | ﹤0.01% | 765 |
|
|
2017
Q2 | $863K | Buy |
34,029
+2,970
| +10% | +$74K | ﹤0.01% | 758 |
|
|
2017
Q1 | $739K | Buy |
31,059
+2,737
| +10% | +$62.6K | ﹤0.01% | 786 |
|
|
2016
Q4 | $627K | Buy |
28,322
+3,169
| +13% | +$70.5K | ﹤0.01% | 818 |
|
|
2016
Q3 | $606K | Buy |
25,153
+6,439
| +34% | +$161K | ﹤0.01% | 797 |
|
|
2016
Q2 | $496K | Buy |
18,714
+1,582
| +9% | +$38K | ﹤0.01% | 784 |
|
|
2016
Q1 | $404K | Sell |
17,132
-558
| -3% | -$12K | ﹤0.01% | 842 |
|
|
2015
Q4 | $345K | Buy |
17,690
+176
| +1% | +$3.38K | ﹤0.01% | 926 |
|
|
2015
Q3 | $325K | Sell |
17,514
-19,475
| -53% | -$333K | ﹤0.01% | 928 |
|
|
2015
Q2 | $663K | Sell |
36,989
-2,833
| -7% | -$50.4K | 0.01% | 586 |
|
|
2015
Q1 | $691K | Buy |
39,822
+9,755
| +32% | +$165K | 0.01% | 605 |
|
|
2014
Q4 | $501K | Buy |
30,067
+5,419
| +22% | +$88.2K | 0.01% | 691 |
|
|
2014
Q3 | $397K | Buy |
24,648
+331
| +1% | +$5.06K | ﹤0.01% | 747 |
|
|
2014
Q2 | $376K | Buy |
24,317
+773
| +3% | +$11.2K | ﹤0.01% | 751 |
|
|
2014
Q1 | $329K | Buy |
23,544
+3,741
| +19% | +$50.6K | 0.01% | 781 |
|
|
2013
Q4 | $256K | Buy |
19,803
+3,490
| +21% | +$43.3K | ﹤0.01% | 752 |
|
|
2013
Q3 | $198K | Buy |
16,313
+3,201
| +24% | +$37.9K | ﹤0.01% | 774 |
|
|
2013
Q2 | $148K | Buy |
+13,112
| New | +$152K | ﹤0.01% | 777 |
|
Other funds holding NI
VCM
VPM
