MAI Capital Management’s NiSource NI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $716K | Sell |
17,759
-596
| -3% | -$24K | 0.01% | 714 |
|
|
2025
Q1 | $736K | Sell |
18,355
-7
| -0% | -$281 | 0.01% | 682 |
|
|
2024
Q4 | $675K | Buy |
18,362
+4,945
| +37% | +$182K | 0.01% | 727 |
|
|
2024
Q3 | $465K | Sell |
13,417
-8
| -0.1% | -$277 | ﹤0.01% | 735 |
|
|
2024
Q2 | $387K | Buy |
13,425
+82
| +0.6% | +$2.36K | ﹤0.01% | 880 |
|
|
2024
Q1 | $369K | Buy |
13,343
+1,200
| +10% | +$33.2K | ﹤0.01% | 878 |
|
|
2023
Q4 | $322K | Sell |
12,143
-211
| -2% | -$5.6K | ﹤0.01% | 823 |
|
|
2023
Q3 | $305K | Buy |
12,354
+208
| +2% | +$5.13K | ﹤0.01% | 796 |
|
|
2023
Q2 | $332K | Buy |
12,146
+76
| +0.6% | +$2.08K | ﹤0.01% | 770 |
|
|
2023
Q1 | $337K | Sell |
12,070
-157
| -1% | -$4.39K | 0.01% | 738 |
|
|
2022
Q4 | $335K | Buy |
12,227
+121
| +1% | +$3.32K | 0.01% | 718 |
|
|
2022
Q3 | $305K | Sell |
12,106
-5,315
| -31% | -$134K | 0.01% | 671 |
|
|
2022
Q2 | $514K | Buy |
17,421
+82
| +0.5% | +$2.42K | 0.01% | 522 |
|
|
2022
Q1 | $551K | Buy |
17,339
+93
| +0.5% | +$2.96K | 0.01% | 509 |
|
|
2021
Q4 | $476K | Buy |
17,246
+1,610
| +10% | +$44.4K | 0.01% | 570 |
|
|
2021
Q3 | $379K | Buy |
15,636
+34
| +0.2% | +$824 | 0.01% | 552 |
|
|
2021
Q2 | $382K | Buy |
15,602
+145
| +0.9% | +$3.55K | 0.01% | 534 |
|
|
2021
Q1 | $373K | Buy |
15,457
+1,778
| +13% | +$42.9K | 0.01% | 516 |
|
|
2020
Q4 | $314K | Sell |
13,679
-2,713
| -17% | -$62.3K | 0.01% | 509 |
|
|
2020
Q3 | $361K | Buy |
16,392
+512
| +3% | +$11.3K | 0.01% | 422 |
|
|
2020
Q2 | $361K | Buy |
15,880
+1,514
| +11% | +$34.4K | 0.01% | 404 |
|
|
2020
Q1 | $359K | Buy |
14,366
+763
| +6% | +$19.1K | 0.01% | 391 |
|
|
2019
Q4 | $379K | Hold |
13,603
| – | – | 0.01% | 410 |
|
|
2019
Q3 | $407K | Sell |
13,603
-1,476
| -10% | -$44.2K | 0.02% | 364 |
|
|
2019
Q2 | $434K | Sell |
15,079
-2,486
| -14% | -$71.6K | 0.02% | 355 |
|
|
2019
Q1 | $503K | Sell |
17,565
-213
| -1% | -$6.1K | 0.03% | 285 |
|
|
2018
Q4 | $451K | Buy |
17,778
+4,653
| +35% | +$118K | 0.03% | 293 |
|
|
2018
Q3 | $327K | Buy |
+13,125
| New | +$327K | 0.02% | 339 |
|
|
2015
Q3 | – | Sell |
-49,500
| Closed | -$887K | – | 461 |
|
|
2015
Q2 | $887K | Buy |
+49,500
| New | +$887K | 0.06% | 221 |
|