LPL Financial’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 | $15.7M | Buy |
337,484
+51,549
| +18% | +$2.32M | ﹤0.01% | 1644 |
|
|
2025
Q4 | $11.9M | Buy |
285,935
+41,689
| +17% | +$1.78M | ﹤0.01% | 1775 |
|
|
2025
Q3 | $10.6M | Buy |
244,246
+19,740
| +9% | +$817K | ﹤0.01% | 1815 |
|
|
2025
Q2 | $9.06M | Sell |
224,506
-9,728
| -4% | -$381K | ﹤0.01% | 1814 |
|
|
2025
Q1 | $9.39M | Buy |
234,234
+53,972
| +30% | +$2.08M | ﹤0.01% | 1652 |
|
|
2024
Q4 | $6.63M | Buy |
180,262
+36,736
| +26% | +$1.32M | ﹤0.01% | 1836 |
|
|
2024
Q3 | $4.97M | Sell |
143,526
-29,499
| -17% | -$941K | ﹤0.01% | 1997 |
|
|
2024
Q2 | $4.98M | Sell |
173,025
-2,733
| -2% | -$77.1K | ﹤0.01% | 1852 |
|
|
2024
Q1 | $4.86M | Sell |
175,758
-56,019
| -24% | -$1.47M | ﹤0.01% | 1809 |
|
|
2023
Q4 | $6.15M | Buy |
231,777
+30,649
| +15% | +$788K | ﹤0.01% | 1556 |
|
|
2023
Q3 | $4.96M | Buy |
201,128
+70,487
| +54% | +$1.9M | ﹤0.01% | 1598 |
|
|
2023
Q2 | $3.57M | Buy |
130,641
+17,087
| +15% | +$474K | ﹤0.01% | 1792 |
|
|
2023
Q1 | $3.17M | Buy |
113,554
+19,701
| +21% | +$539K | ﹤0.01% | 1810 |
|
|
2022
Q4 | $2.57M | Buy |
93,853
+18,587
| +25% | +$488K | ﹤0.01% | 1896 |
|
|
2022
Q3 | $1.9M | Buy |
75,266
+7,289
| +11% | +$215K | ﹤0.01% | 2032 |
|
|
2022
Q2 | $2M | Buy |
67,977
+21,085
| +45% | +$639K | ﹤0.01% | 2033 |
|
|
2022
Q1 | $1.49M | Buy |
46,892
+1,310
| +3% | +$38K | ﹤0.01% | 2272 |
|
|
2021
Q4 | $1.26M | Sell |
45,582
-2,074
| -4% | -$52.8K | ﹤0.01% | 2458 |
|
|
2021
Q3 | $1.16M | Sell |
47,656
-11,307
| -19% | -$282K | ﹤0.01% | 2501 |
|
|
2021
Q2 | $1.45M | Buy |
58,963
+30,800
| +109% | +$783K | ﹤0.01% | 2247 |
|
|
2021
Q1 | $679K | Buy |
28,163
+1,204
| +4% | +$27.1K | ﹤0.01% | 2754 |
|
|
2020
Q4 | $618K | Sell |
26,959
-2,393
| -8% | -$56K | ﹤0.01% | 2571 |
|
|
2020
Q3 | $646K | Sell |
29,352
-3,561
| -11% | -$82.6K | ﹤0.01% | 2266 |
|
|
2020
Q2 | $748K | Buy |
32,913
+11,380
| +53% | +$275K | ﹤0.01% | 2065 |
|
|
2020
Q1 | $538K | Sell |
21,533
-887
| -4% | -$24.5K | ﹤0.01% | 2052 |
|
|
2019
Q4 | $624K | Sell |
22,420
-889
| -4% | -$24.4K | ﹤0.01% | 2177 |
|
|
2019
Q3 | $697K | Buy |
23,309
+302
| +1% | +$8.86K | ﹤0.01% | 2003 |
|
|
2019
Q2 | $663K | Buy |
23,007
+1,827
| +9% | +$51.5K | ﹤0.01% | 2035 |
|
|
2019
Q1 | $607K | Sell |
21,180
-1,586
| -7% | -$42.8K | ﹤0.01% | 2054 |
|
|
2018
Q4 | $577K | Buy |
22,766
+518
| +2% | +$13.4K | ﹤0.01% | 1936 |
|
|
2018
Q3 | $554K | Sell |
22,248
-27,518
| -55% | -$728K | ﹤0.01% | 2152 |
|
|
2018
Q2 | $1.31M | Buy |
49,766
+7,298
| +17% | +$179K | ﹤0.01% | 1442 |
|
|
2018
Q1 | $1.01M | Buy |
42,468
+25,498
| +150% | +$604K | ﹤0.01% | 1596 |
|
|
2017
Q4 | $436K | Buy |
16,970
+1,506
| +10% | +$40K | ﹤0.01% | 2175 |
|
|
2017
Q3 | $396K | Buy |
15,464
+570
| +4% | +$15K | ﹤0.01% | 2126 |
|
|
2017
Q2 | $378K | Sell |
14,894
-1,747
| -10% | -$43.5K | ﹤0.01% | 2103 |
|
|
2017
Q1 | $394K | Sell |
16,641
-90
| -0.5% | -$2.06K | ﹤0.01% | 1999 |
|
|
2016
Q4 | $371K | Sell |
16,731
-404
| -2% | -$8.99K | ﹤0.01% | 2001 |
|
|
2016
Q3 | $394K | Buy |
17,135
+1,319
| +8% | +$33K | ﹤0.01% | 1919 |
|
|
2016
Q2 | $421K | Sell |
15,816
-15,116
| -49% | -$363K | ﹤0.01% | 1824 |
|
|
2016
Q1 | $719K | Buy |
30,932
+920
| +3% | +$19.7K | ﹤0.01% | 1912 |
|
|
2015
Q4 | $595K | Buy |
30,012
+15,699
| +110% | +$302K | ﹤0.01% | 2081 |
|
|
2015
Q3 | $273K | Sell |
14,313
-26,132
| -65% | -$447K | ﹤0.01% | 2269 |
|
|
2015
Q2 | $268K | Sell |
40,445
-9,605
| -19% | -$171K | ﹤0.01% | 2402 |
|
|
2015
Q1 | $870K | Sell |
50,050
-3,983
| -7% | -$67.5K | ﹤0.01% | 1458 |
|
|
2014
Q4 | $901K | Sell |
54,033
-2,413
| -4% | -$39.3K | ﹤0.01% | 1382 |
|
|
2014
Q3 | $906K | Sell |
56,446
-4,145
| -7% | -$63.3K | 0.01% | 1341 |
|
|
2014
Q2 | $937K | Buy |
60,591
+3,395
| +6% | +$49.1K | 0.01% | 1375 |
|
|
2014
Q1 | $798K | Buy |
57,196
+12,325
| +27% | +$167K | ﹤0.01% | 1408 |
|
|
2013
Q4 | $580K | Buy |
44,871
+3,281
| +8% | +$40.7K | ﹤0.01% | 1631 |
|
|
2013
Q3 | $504K | Buy |
41,590
+366
| +0.9% | +$4.33K | ﹤0.01% | 1656 |
|
|
2013
Q2 | $464K | Buy |
+41,224
| New | +$477K | ﹤0.01% | 1611 |
|
Other funds holding NI
VCM
VPM
