Kovitz Investment Group Partners’s NiSource NI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
Sell
2025
Q3
$850K Sell
2025
Q2
$933K Sell
2025
Q1
$1.1M Sell
2024
Q4
$1.11M Buy
2024
Q3
$888K Buy