Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s NiSource NI Stock Holding History

Kovitz Investment Group Partners’s Portfolio NI Stock Details NI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$933K Sell
23,135
-4,271
-16% -$172K ﹤0.01% 816
2025
Q1 		$1.1M Sell
27,406
-2,667
-9% -$107K 0.01% 715
2024
Q4 		$1.11M Buy
30,073
+2,330
+8% +$85.7K 0.01% 695
2024
Q3 		$888K Buy
+27,743
New +$888K 0.01% 644