Hennion & Walsh Asset Management’s NiSource NI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.6M Buy
89,200
+3,582
+4% +$144K 0.15% 174
2025
Q1
$3.43M Buy
85,618
+14,272
+20% +$572K 0.15% 173
2024
Q4
$2.62M Buy
71,346
+10,095
+16% +$371K 0.12% 217
2024
Q3
$2.12M Buy
61,251
+13,171
+27% +$456K 0.1% 265
2024
Q2
$1.39M Buy
48,080
+19,343
+67% +$557K 0.07% 348
2024
Q1
$795K Sell
28,737
-3,415
-11% -$94.5K 0.04% 476
2023
Q4
$854K Sell
32,152
-4,629
-13% -$123K 0.05% 440
2023
Q3
$908K Sell
36,781
-13,740
-27% -$339K 0.06% 381
2023
Q2
$1.38M Sell
50,521
-8,529
-14% -$233K 0.08% 296
2023
Q1
$1.65M Sell
59,050
-12,054
-17% -$337K 0.1% 242
2022
Q4
$1.95M Buy
71,104
+9,971
+16% +$273K 0.12% 213
2022
Q3
$1.54M Buy
61,133
+6,635
+12% +$167K 0.1% 237
2022
Q2
$1.61M Buy
54,498
+6,753
+14% +$199K 0.1% 234
2022
Q1
$1.52M Buy
47,745
+14,166
+42% +$450K 0.08% 263
2021
Q4
$927K Buy
33,579
+12,065
+56% +$333K 0.05% 375
2021
Q3
$521K Buy
21,514
+2,261
+12% +$54.8K 0.03% 510
2021
Q2
$472K Buy
19,253
+2,707
+16% +$66.4K 0.03% 537
2021
Q1
$399K Buy
+16,546
New +$399K 0.02% 539