Jacobi Capital 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 | $271K | Buy |
6,725
+7
| +0.1% | +$282 | 0.02% | 526 |
|
|
2025
Q1 | $269K | Buy |
6,718
+126
| +2% | +$5.05K | 0.02% | 498 |
|
|
2024
Q4 | $242K | Buy |
+6,592
| New | +$242K | 0.02% | 523 |
|
|
2020
Q4 | – | Sell |
-700
| Closed | -$15K | – | 1344 |
|
|
2020
Q3 | $15K | Hold |
700
| – | – | ﹤0.01% | 735 |
|
|
2020
Q2 | $16K | Hold |
700
| – | – | ﹤0.01% | 689 |
|
|
2020
Q1 | $17K | Hold |
700
| – | – | ﹤0.01% | 610 |
|
|
2019
Q4 | $19K | Hold |
700
| – | – | ﹤0.01% | 637 |
|
|
2019
Q3 | $21K | Hold |
700
| – | – | ﹤0.01% | 604 |
|
|
2019
Q2 | $20K | Hold |
700
| – | – | ﹤0.01% | 612 |
|
|
2019
Q1 | $20K | Hold |
700
| – | – | 0.01% | 576 |
|
|
2018
Q4 | $18K | Hold |
700
| – | – | ﹤0.01% | 551 |
|
|
2018
Q3 | $17K | Hold |
700
| – | – | ﹤0.01% | 609 |
|
|
2018
Q2 | $18K | Hold |
700
| – | – | 0.01% | 607 |
|
|
2018
Q1 | $17K | Hold |
700
| – | – | 0.01% | 598 |
|
|
2017
Q4 | $18K | Hold |
700
| – | – | 0.01% | 560 |
|
|
2017
Q3 | $18K | Hold |
700
| – | – | 0.01% | 534 |
|
|
2017
Q2 | $18K | Hold |
700
| – | – | 0.01% | 473 |
|
|
2017
Q1 | $17K | Hold |
700
| – | – | 0.01% | 387 |
|
|
2016
Q4 | $15K | Hold |
700
| – | – | 0.01% | 374 |
|
|
2016
Q3 | $16K | Hold |
700
| – | – | 0.01% | 404 |
|
|
2016
Q2 | $19K | Buy |
+700
| New | +$19K | 0.01% | 354 |
|