Laird Norton Wetherby Wealth Management’s NiSource NI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $313K | Buy |
7,240
+15
| +0.2% | +$621 | 0.01% | 740 |
|
|
2025
Q2 | $291K | Buy |
+7,225
| New | +$283K | 0.01% | 738 |
|
|
2024
Q4 | $268K | Buy |
7,303
+291
| +4% | +$10.4K | 0.01% | 733 |
|
|
2024
Q3 | $243K | Sell |
7,012
-155
| -2% | -$4.95K | 0.01% | 802 |
|
|
2024
Q2 | $206K | Buy |
+7,167
| New | +$202K | 0.01% | 845 |
|
|
2023
Q3 | – | Sell |
-7,908
| Closed | -$216K | – | 949 |
|
|
2023
Q2 | $216K | Sell |
7,908
-97
| -1% | -$2.69K | 0.01% | 822 |
|
|
2023
Q1 | $224K | Sell |
8,005
-247
| -3% | -$6.76K | 0.01% | 791 |
|
|
2022
Q4 | $226K | Sell |
8,252
-790
| -9% | -$20.8K | 0.01% | 762 |
|
|
2022
Q3 | $228K | Sell |
9,042
-1,766
| -16% | -$52K | 0.02% | 765 |
|
|
2022
Q2 | $319K | Sell |
10,808
-257
| -2% | -$7.78K | 0.02% | 655 |
|
|
2022
Q1 | $352K | Buy |
11,065
+918
| +9% | +$26.6K | 0.02% | 657 |
|
|
2021
Q4 | $280K | Sell |
10,147
-12
| -0.1% | -$305 | 0.02% | 744 |
|
|
2021
Q3 | $246K | Sell |
10,159
-737
| -7% | -$18.4K | 0.02% | 786 |
|
|
2021
Q2 | $267K | Buy |
+10,896
| New | +$277K | 0.02% | 757 |
|
|
2020
Q2 | – | Sell |
-9,594
| Closed | -$240K | – | 739 |
|
|
2020
Q1 | $240K | Buy |
9,594
+1,231
| +15% | +$34K | 0.03% | 520 |
|
|
2019
Q4 | $233K | Sell |
8,363
-263
| -3% | -$7.21K | 0.02% | 616 |
|
|
2019
Q3 | $258K | Buy |
8,626
+318
| +4% | +$9.33K | 0.03% | 589 |
|
|
2019
Q2 | $239K | Buy |
8,308
+94
| +1% | +$2.65K | 0.03% | 601 |
|
|
2019
Q1 | $235K | Sell |
8,214
-1,612
| -16% | -$43.5K | 0.03% | 577 |
|
|
2018
Q4 | $249K | Buy |
9,826
+414
| +4% | +$10.7K | 0.04% | 519 |
|
|
2018
Q3 | $235K | Buy |
9,412
+127
| +1% | +$3.36K | 0.03% | 570 |
|
|
2018
Q2 | $244K | Sell |
9,285
-282
| -3% | -$6.91K | 0.03% | 532 |
|
|
2018
Q1 | $228K | Buy |
9,567
+430
| +5% | +$10.2K | 0.03% | 565 |
|
|
2017
Q4 | $234K | Buy |
9,137
+362
| +4% | +$9.61K | 0.03% | 545 |
|
|
2017
Q3 | $224K | Sell |
8,775
-41
| -0.5% | -$1.08K | 0.03% | 530 |
|
|
2017
Q2 | $224K | Buy |
8,816
+150
| +2% | +$3.74K | 0.04% | 503 |
|
|
2017
Q1 | $206K | Buy |
+8,666
| New | +$198K | 0.04% | 525 |
|
|
2016
Q4 | – | Sell |
-10,128
| Closed | -$245K | – | 539 |
|
|
2016
Q3 | $245K | Buy |
10,128
+572
| +6% | +$14.3K | 0.05% | 436 |
|
|
2016
Q2 | $253K | Sell |
9,556
-106
| -1% | -$2.54K | 0.06% | 405 |
|
|
2016
Q1 | $227K | Buy |
+9,662
| New | +$207K | 0.05% | 401 |
|
|
2015
Q3 | – | Sell |
-24,399
| Closed | -$437K | – | 479 |
|
|
2015
Q2 | $437K | Buy |
24,399
+168
| +0.7% | +$2.99K | 0.11% | 239 |
|
|
2015
Q1 | $420K | Buy |
24,231
+845
| +4% | +$14.3K | 0.1% | 244 |
|
|
2014
Q4 | $390K | Buy |
23,386
+316
| +1% | +$5.14K | 0.1% | 246 |
|
|
2014
Q3 | $371K | Buy |
23,070
+58
| +0.3% | +$886 | 0.1% | 247 |
|
|
2014
Q2 | $356K | Sell |
23,012
-865
| -4% | -$12.5K | 0.1% | 254 |
|
|
2014
Q1 | $333K | Sell |
23,877
-242
| -1% | -$3.27K | 0.1% | 276 |
|
|
2013
Q4 | $312K | Sell |
24,119
-1,005
| -4% | -$12.5K | 0.09% | 278 |
|
|
2013
Q3 | $305K | Buy |
25,124
+295
| +1% | +$3.49K | 0.1% | 264 |
|
|
2013
Q2 | $279K | Buy |
+24,829
| New | +$287K | 0.1% | 253 |
|
Other funds holding NI
Laird Norton Wetherby Wealth Management's NI Position: Q3 2025 in Review
Laird Norton Wetherby Wealth Management increased its NiSource (NI) stake by 0.21% in Q3 2025, buying an estimated $621 and bringing the position to 7,240 shares worth $313K. The position accounts for 0.01% of the portfolio, ranked #740.
Laird Norton Wetherby Wealth Management first reported a position in NI in Q2 2013 and has held it in 39 quarters since. The position peaked at $437K in Q2 2015. 784 funds tracked by Wall St. Rank hold NI as of Q3 2025.
- Laird Norton Wetherby Wealth Management held 7,240 shares of NiSource worth $313K as of Q3 2025.
- Laird Norton Wetherby Wealth Management bought 15 NiSource shares in Q3 2025, an estimated $621.
- NiSource made up 0.01% of Laird Norton Wetherby Wealth Management's portfolio in Q3 2025, its #740 holding.
- Laird Norton Wetherby Wealth Management first reported a position in NiSource in Q2 2013 and has held it in 39 quarters since.
- Laird Norton Wetherby Wealth Management's NiSource position peaked at $437K in Q2 2015.
- 784 funds tracked by Wall St. Rank held NiSource as of Q3 2025.
Based on Laird Norton Wetherby Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.