Global Retirement Partners’s NiSource NI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $932K | Buy |
22,315
+19,666
| +742% | +$840K | 0.02% | 691 |
|
|
2025
Q3 | $115K | Sell |
2,649
-15
| -0.6% | -$621 | ﹤0.01% | 1459 |
|
|
2025
Q2 | $107K | Buy |
+2,664
| New | +$104K | ﹤0.01% | 1395 |
|
|
2024
Q4 | $82.3K | Buy |
2,239
+184
| +9% | +$6.61K | ﹤0.01% | 1373 |
|
|
2024
Q3 | $71.2K | Sell |
2,055
-334
| -14% | -$10.7K | ﹤0.01% | 1390 |
|
|
2024
Q2 | $68.8K | Buy |
2,389
+394
| +20% | +$11.1K | ﹤0.01% | 1364 |
|
|
2024
Q1 | $55.2K | Sell |
1,995
-31
| -2% | -$815 | ﹤0.01% | 1371 |
|
|
2023
Q4 | $53.2K | Buy |
2,026
+328
| +19% | +$8.43K | ﹤0.01% | 1332 |
|
|
2023
Q3 | $40.8K | Buy |
1,698
+497
| +41% | +$13.4K | ﹤0.01% | 1362 |
|
|
2023
Q2 | $32.8K | Buy |
1,201
+4
| +0.3% | +$111 | ﹤0.01% | 1462 |
|
|
2023
Q1 | $33.7K | Buy |
1,197
+1,077
| +898% | +$29.5K | ﹤0.01% | 1410 |
|
|
2022
Q4 | $3.29K | Hold |
120
| – | – | ﹤0.01% | 2176 |
|
|
2022
Q3 | $3K | Sell |
120
-4
| -3% | -$118 | ﹤0.01% | 2124 |
|
|
2022
Q2 | $4K | Hold |
124
| – | – | ﹤0.01% | 1973 |
|
|
2022
Q1 | $4K | Buy |
+124
| New | +$3.6K | ﹤0.01% | 1974 |
|
|
2021
Q4 | – | Sell |
-110
| Closed | -$3K | – | 1240 |
|
|
2021
Q3 | $3K | Hold |
110
| – | – | ﹤0.01% | 1762 |
|
|
2021
Q2 | $3K | Hold |
110
| – | – | ﹤0.01% | 1683 |
|
|
2021
Q1 | $3K | Sell |
110
-409
| -79% | -$9.22K | ﹤0.01% | 1596 |
|
|
2020
Q4 | $12K | Sell |
519
-4
| -0.8% | -$94 | ﹤0.01% | 1210 |
|
|
2020
Q3 | $12K | Buy |
523
+30
| +6% | +$696 | ﹤0.01% | 1093 |
|
|
2020
Q2 | $11K | Hold |
493
| – | – | ﹤0.01% | 1087 |
|
|
2020
Q1 | $12K | Buy |
493
+30
| +6% | +$829 | ﹤0.01% | 981 |
|
|
2019
Q4 | $13K | Sell |
463
-67
| -13% | -$1.84K | ﹤0.01% | 1094 |
|
|
2019
Q3 | $16K | Buy |
530
+4
| +0.8% | +$117 | ﹤0.01% | 990 |
|
|
2019
Q2 | $15K | Hold |
526
| – | – | ﹤0.01% | 1010 |
|
|
2019
Q1 | $15K | Hold |
526
| – | – | ﹤0.01% | 924 |
|
|
2018
Q4 | $13K | Buy |
526
+142
| +37% | +$3.66K | ﹤0.01% | 892 |
|
|
2018
Q3 | $10K | Buy |
384
+274
| +249% | +$7.25K | ﹤0.01% | 1034 |
|
|
2018
Q2 | $3K | Sell |
110
-300
| -73% | -$7.35K | ﹤0.01% | 1319 |
|
|
2018
Q1 | $10K | Buy |
410
+300
| +273% | +$7.11K | ﹤0.01% | 972 |
|
|
2017
Q4 | $3K | Buy |
+110
| New | +$2.92K | ﹤0.01% | 1234 |
|
Other funds holding NI
Global Retirement Partners's NI Position: Q4 2025 in Review
Global Retirement Partners increased its NiSource (NI) stake by 742% in Q4 2025, buying an estimated $840K and bringing the position to 22,315 shares worth $932K. The position accounts for 0.02% of the portfolio, ranked #691.
Global Retirement Partners first reported a position in NI in Q4 2017 and has held it in 31 quarters since. 834 funds tracked by Wall St. Rank hold NI as of Q4 2025.
- Global Retirement Partners held 22,315 shares of NiSource worth $932K as of Q4 2025.
- Global Retirement Partners bought 19,666 NiSource shares in Q4 2025, an estimated $840K.
- NiSource made up 0.02% of Global Retirement Partners's portfolio in Q4 2025, its #691 holding.
- Global Retirement Partners first reported a position in NiSource in Q4 2017 and has held it in 31 quarters since.
- 834 funds tracked by Wall St. Rank held NiSource as of Q4 2025.
Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.