Janney Montgomery Scott’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 | $7.53M | Sell |
161,439
-537
| -0.3% | -$24.2K | 0.02% | 687 |
|
|
2025
Q4 | $6.76M | Buy |
161,976
+1,534
| +1% | +$65.5K | 0.02% | 760 |
|
|
2025
Q3 | $6.95M | Buy |
160,442
+11,815
| +8% | +$489K | 0.02% | 747 |
|
|
2025
Q2 | $6M | Buy |
148,627
+101,939
| +218% | +$4M | 0.02% | 740 |
|
|
2025
Q1 | $1.87M | Sell |
46,688
-3,979
| -8% | -$153K | 0.01% | 1190 |
|
|
2024
Q4 | $1.86M | Buy |
50,667
+882
| +2% | +$31.7K | 0.01% | 1188 |
|
|
2024
Q3 | $1.73M | Sell |
49,785
-1,725
| -3% | -$55K | ﹤0.01% | 1221 |
|
|
2024
Q2 | $1.48M | Buy |
51,510
+4,043
| +9% | +$114K | ﹤0.01% | 1243 |
|
|
2024
Q1 | $1.31M | Buy |
47,467
+6,774
| +17% | +$178K | ﹤0.01% | 1369 |
|
|
2023
Q4 | $1.08M | Buy |
40,693
+7,661
| +23% | +$197K | ﹤0.01% | 1401 |
|
|
2023
Q3 | $815K | Buy |
33,032
+2,045
| +7% | +$55.3K | ﹤0.01% | 1450 |
|
|
2023
Q2 | $847K | Buy |
30,987
+550
| +2% | +$15.3K | ﹤0.01% | 1521 |
|
|
2023
Q1 | $851K | Buy |
30,437
+994
| +3% | +$27.2K | ﹤0.01% | 1411 |
|
|
2022
Q4 | $807K | Buy |
29,443
+5,077
| +21% | +$133K | ﹤0.01% | 1481 |
|
|
2022
Q3 | $614K | Buy |
24,366
+7,293
| +43% | +$215K | ﹤0.01% | 1570 |
|
|
2022
Q2 | $501K | Sell |
17,073
-252
| -1% | -$7.63K | ﹤0.01% | 1625 |
|
|
2022
Q1 | $551K | Sell |
17,325
-1,661
| -9% | -$48.2K | ﹤0.01% | 1564 |
|
|
2021
Q4 | $524K | Buy |
18,986
+1,314
| +7% | +$33.4K | ﹤0.01% | 1687 |
|
|
2021
Q3 | $428K | Sell |
17,672
-3,187
| -15% | -$79.5K | ﹤0.01% | 1755 |
|
|
2021
Q2 | $511K | Sell |
20,859
-4,551
| -18% | -$116K | ﹤0.01% | 1622 |
|
|
2021
Q1 | $613K | Sell |
25,410
-92,112
| -78% | -$2.08M | ﹤0.01% | 1442 |
|
|
2020
Q4 | $2.7M | Buy |
117,522
+1,320
| +1% | +$30.9K | 0.01% | 755 |
|
|
2020
Q3 | $2.56M | Sell |
116,202
-3,494
| -3% | -$81.1K | 0.01% | 709 |
|
|
2020
Q2 | $2.72M | Buy |
119,696
+3,340
| +3% | +$80.6K | 0.02% | 649 |
|
|
2020
Q1 | $2.9M | Buy |
116,356
+53,525
| +85% | +$1.48M | 0.02% | 565 |
|
|
2019
Q4 | $1.75M | Buy |
62,831
+17,750
| +39% | +$487K | 0.01% | 845 |
|
|
2019
Q3 | $1.35M | Sell |
45,081
-1,124
| -2% | -$33K | 0.01% | 907 |
|
|
2019
Q2 | $1.33M | Buy |
46,205
+2,281
| +5% | +$64.2K | 0.01% | 908 |
|
|
2019
Q1 | $1.26M | Buy |
43,924
+357
| +0.8% | +$9.62K | 0.01% | 897 |
|
|
2018
Q4 | $1.1M | Sell |
43,567
-281
| -0.6% | -$7.25K | 0.01% | 873 |
|
|
2018
Q3 | $1.09M | Sell |
43,848
-3,142
| -7% | -$83.1K | 0.01% | 976 |
|
|
2018
Q2 | $1.24M | Buy |
46,990
+1,457
| +3% | +$35.7K | 0.01% | 887 |
|
|
2018
Q1 | $1.09M | Buy |
45,533
+151
| +0.3% | +$3.58K | 0.01% | 922 |
|
|
2017
Q4 | $1.17M | Buy |
45,382
+3,722
| +9% | +$98.8K | 0.01% | 882 |
|
|
2017
Q3 | $1.07M | Sell |
41,660
-383
| -0.9% | -$10.1K | 0.01% | 897 |
|
|
2017
Q2 | $1.07M | Buy |
42,043
+599
| +1% | +$14.9K | 0.01% | 842 |
|
|
2017
Q1 | $986K | Sell |
41,444
-940
| -2% | -$21.5K | 0.01% | 842 |
|
|
2016
Q4 | $938K | Buy |
42,384
+28,535
| +206% | +$635K | 0.01% | 797 |
|
|
2016
Q3 | $334K | Buy |
+13,849
| New | +$347K | 0.01% | 1144 |
|
|
2015
Q3 | – | Sell |
-20,938
| Closed | -$375K | – | 1439 |
|
|
2015
Q2 | $375K | Sell |
20,938
-870
| -4% | -$15.5K | 0.01% | 1353 |
|
|
2015
Q1 | $378K | Sell |
21,808
-3,354
| -13% | -$56.8K | 0.01% | 1580 |
|
|
2014
Q4 | $419K | Buy |
25,162
+491
| +2% | +$7.99K | 0.01% | 1444 |
|
|
2014
Q3 | $397K | Buy |
24,671
+127
| +0.5% | +$1.94K | 0.01% | 1448 |
|
|
2014
Q2 | $379K | Buy |
24,544
+7,800
| +47% | +$113K | 0.01% | 1434 |
|
|
2014
Q1 | $234K | Sell |
16,744
-6,639
| -28% | -$89.8K | 0.01% | 1647 |
|
|
2013
Q4 | $302K | Sell |
23,383
-3,986
| -15% | -$49.4K | 0.01% | 1420 |
|
|
2013
Q3 | $332K | Buy |
27,369
+3,499
| +15% | +$41.4K | 0.01% | 1268 |
|
|
2013
Q2 | $269K | Buy |
+23,870
| New | +$276K | 0.03% | 578 |
|
Other funds holding NI
VCM
VPM
