Edgestream Partners’s NiSource NI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.34M | Sell |
57,910
-69,797
| -55% | -$2.82M | 0.07% | 498 |
|
|
2025
Q1 | $5.12M | Sell |
127,707
-106,443
| -45% | -$4.27M | 0.17% | 217 |
|
|
2024
Q4 | $8.61M | Buy |
+234,150
| New | +$8.61M | 0.37% | 28 |
|
|
2023
Q4 | – | Sell |
-8,199
| Closed | -$202K | – | 985 |
|
|
2023
Q3 | $202K | Buy |
+8,199
| New | +$202K | 0.02% | 784 |
|
|
2023
Q2 | – | Sell |
-21,033
| Closed | -$588K | – | 852 |
|
|
2023
Q1 | $588K | Sell |
21,033
-19,595
| -48% | -$548K | 0.06% | 383 |
|
|
2022
Q4 | $1.11M | Sell |
40,628
-65,615
| -62% | -$1.8M | 0.13% | 243 |
|
|
2022
Q3 | $2.68M | Buy |
+106,243
| New | +$2.68M | 0.21% | 165 |
|
|
2015
Q3 | – | Sell |
-41,570
| Closed | -$745K | – | 88 |
|
|
2015
Q2 | $745K | Buy |
+41,570
| New | +$745K | 0.51% | 50 |
|