Envestnet Portfolio Solutions’s NiSource NI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$12.3M Buy
304,160
+88,978
+41% +$3.59M 0.05% 197
2025
Q1
$8.63M Buy
215,182
+10,738
+5% +$430K 0.03% 255
2024
Q4
$7.52M Sell
204,444
-13,119
-6% -$482K 0.02% 311
2024
Q3
$7.54M Sell
217,563
-15,050
-6% -$521K 0.02% 302
2024
Q2
$6.7M Buy
232,613
+8,910
+4% +$257K 0.02% 309
2024
Q1
$6.19M Buy
223,703
+58,601
+35% +$1.62M 0.02% 328
2023
Q4
$4.38M Sell
165,102
-16,433
-9% -$436K 0.02% 362
2023
Q3
$4.48M Buy
+181,535
New +$4.48M 0.02% 334