Goelzer Investment Management’s NiSource NI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $11.5M | Sell |
245,549
-63,165
| -20% | -$2.85M | 0.55% | 29 |
|
|
2025
Q4 | $12.9M | Buy |
308,714
+2,710
| +0.9% | +$116K | 0.6% | 27 |
|
|
2025
Q3 | $13.2M | Sell |
306,004
-8,055
| -3% | -$333K | 0.7% | 22 |
|
|
2025
Q2 | $12.7M | Sell |
314,059
-2,793
| -0.9% | -$110K | 0.69% | 21 |
|
|
2025
Q1 | $12.7M | Sell |
316,852
-1,047
| -0.3% | -$40.3K | 0.74% | 20 |
|
|
2024
Q4 | $11.7M | Sell |
317,899
-2,597
| -0.8% | -$93.2K | 0.68% | 24 |
|
|
2024
Q3 | $11.1M | Buy |
320,496
+48
| +0% | +$1.53K | 0.61% | 25 |
|
|
2024
Q2 | $9.23M | Sell |
320,448
-1,636
| -0.5% | -$46.1K | 0.52% | 33 |
|
|
2024
Q1 | $8.91M | Buy |
322,084
+2,575
| +0.8% | +$67.7K | 0.5% | 37 |
|
|
2023
Q4 | $8.48M | Buy |
319,509
+152,901
| +92% | +$3.93M | 0.55% | 36 |
|
|
2023
Q3 | $4.11M | Sell |
166,608
-5,434
| -3% | -$147K | 0.29% | 80 |
|
|
2023
Q2 | $4.71M | Buy |
172,042
+991
| +0.6% | +$27.5K | 0.4% | 76 |
|
|
2023
Q1 | $4.78M | Buy |
171,051
+5,246
| +3% | +$144K | 0.42% | 71 |
|
|
2022
Q4 | $4.55M | Buy |
165,805
+5,060
| +3% | +$133K | 0.39% | 78 |
|
|
2022
Q3 | $4.05M | Buy |
160,745
+2,841
| +2% | +$83.7K | 0.4% | 78 |
|
|
2022
Q2 | $4.66M | Buy |
157,904
+20,018
| +15% | +$606K | 0.45% | 71 |
|
|
2022
Q1 | $4.38M | Sell |
137,886
-2,942
| -2% | -$85.4K | 0.38% | 85 |
|
|
2021
Q4 | $3.89M | Buy |
140,828
+2,226
| +2% | +$56.6K | 0.32% | 95 |
|
|
2021
Q3 | $3.36M | Sell |
138,602
-3,554
| -3% | -$88.6K | 0.29% | 106 |
|
|
2021
Q2 | $3.48M | Buy |
142,156
+5,558
| +4% | +$141K | 0.29% | 107 |
|
|
2021
Q1 | $3.29M | Buy |
+136,598
| New | +$3.08M | 0.29% | 109 |
|
Other funds holding NI
VCM
VPM
