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 |
|