Kestra Private Wealth Services’s NiSource NI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $906K | Buy |
22,454
+16,555
| +281% | +$668K | 0.01% | 777 |
|
|
2025
Q1 | $236K | Buy |
+5,899
| New | +$236K | ﹤0.01% | 1302 |
|
|
2024
Q2 | – | Sell |
-10,220
| Closed | -$283K | – | 1384 |
|
|
2024
Q1 | $283K | Sell |
10,220
-783
| -7% | -$21.7K | 0.01% | 1040 |
|
|
2023
Q4 | $292K | Buy |
11,003
+803
| +8% | +$21.3K | 0.01% | 962 |
|
|
2023
Q3 | $252K | Buy |
+10,200
| New | +$252K | 0.01% | 946 |
|