GHP Investment Advisors’s NiSource NI Stock Holding History

GHP Investment Advisors’s Portfolio NI Stock Details NI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$39.3K	Buy	975 +525	+117%	+$21.2K	﹤0.01%	541
2025 Q1	$18K	Hold	450	–	–	﹤0.01%	618
2024 Q4	$16.5K	Hold	450	–	–	﹤0.01%	625
2024 Q3	$15.6K	Hold	450	–	–	﹤0.01%	661
2024 Q2	$13K	Buy	+450	New	+$13K	﹤0.01%	654
2020 Q2	–	Sell	-10,592	Closed	-$264K	–	274
2020 Q1	$264K	Sell	10,592 -32,375	-75%	-$807K	0.04%	249
2019 Q4	$1.2M	Sell	42,967 -1,397	-3%	-$38.9K	0.13%	184
2019 Q3	$1.33M	Buy	44,364 +118	+0.3%	+$3.53K	0.17%	165
2019 Q2	$1.27M	Sell	44,246 -562	-1%	-$16.2K	0.16%	171
2019 Q1	$1.28M	Sell	44,808 -265	-0.6%	-$7.59K	0.17%	162
2018 Q4	$1.14M	Buy	45,073 +140	+0.3%	+$3.55K	0.17%	158
2018 Q3	$1.12M	Buy	44,933 +127	+0.3%	+$3.17K	0.15%	170
2018 Q2	$1.18M	Buy	44,806 +143	+0.3%	+$3.76K	0.17%	157
2018 Q1	$1.07M	Buy	44,663 +1,028	+2%	+$24.6K	0.15%	170
2017 Q4	$1.12M	Sell	43,635 -635	-1%	-$16.3K	0.16%	164
2017 Q3	$1.13M	Buy	44,270 +1,802	+4%	+$46.1K	0.17%	159
2017 Q2	$1.08M	Buy	42,468 +1,277	+3%	+$32.4K	0.17%	163
2017 Q1	$980K	Buy	41,191 +37	+0.1%	+$880	0.17%	165
2016 Q4	$911K	Buy	41,154 +4,562	+12%	+$101K	0.17%	163
2016 Q3	$882K	Buy	36,592 +921	+3%	+$22.2K	0.18%	158
2016 Q2	$946K	Buy	35,671 +374	+1%	+$9.92K	0.2%	142
2016 Q1	$832K	Buy	35,297 +1,817	+5%	+$42.8K	0.19%	146
2015 Q4	$653K	Buy	33,480 +4,209	+14%	+$82.1K	0.16%	160
2015 Q3	$543K	Sell	29,271 -32,725	-53%	-$607K	0.14%	171
2015 Q2	$415K	Buy	61,996 +13,784	+29%	+$92.3K	0.1%	197
2015 Q1	$837K	Buy	48,212 +2,639	+6%	+$45.8K	0.22%	130
2014 Q4	$760K	Buy	45,573 +1,802	+4%	+$30.1K	0.21%	134
2014 Q3	$705K	Buy	43,771 +2,466	+6%	+$39.7K	0.21%	127
2014 Q2	$638K	Buy	41,305 +3,799	+10%	+$58.7K	0.19%	135
2014 Q1	$524K	Buy	37,506 +1,199	+3%	+$16.8K	0.17%	145
2013 Q4	$469K	Buy	36,307 +1,486	+4%	+$19.2K	0.15%	151
2013 Q3	$423K	Buy	34,821 +1,604	+5%	+$19.5K	0.15%	160
2013 Q2	$374K	Buy	+33,217	New	+$374K	0.15%	162