Mercer Global Advisors’s NiSource NI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $567K | Sell |
14,064
-4,050
| -22% | -$163K | ﹤0.01% | 1474 |
|
2025
Q1 | $726K | Sell |
18,114
-158
| -0.9% | -$6.33K | ﹤0.01% | 1284 |
|
2024
Q4 | $672K | Sell |
18,272
-13,814
| -43% | -$508K | ﹤0.01% | 1288 |
|
2024
Q3 | $1.12M | Buy |
32,086
+3,437
| +12% | +$120K | ﹤0.01% | 980 |
|
2024
Q2 | $825K | Buy |
28,649
+3,126
| +12% | +$90.1K | ﹤0.01% | 1061 |
|
2024
Q1 | $706K | Sell |
25,523
-784
| -3% | -$21.7K | ﹤0.01% | 1109 |
|
2023
Q4 | $698K | Buy |
26,307
+2,771
| +12% | +$73.5K | ﹤0.01% | 1139 |
|
2023
Q3 | $581K | Buy |
23,536
+1,558
| +7% | +$38.5K | ﹤0.01% | 1178 |
|
2023
Q2 | $601K | Sell |
21,978
-682
| -3% | -$18.7K | ﹤0.01% | 1147 |
|
2023
Q1 | $634K | Sell |
22,660
-516
| -2% | -$14.4K | ﹤0.01% | 1086 |
|
2022
Q4 | $635K | Buy |
23,176
+755
| +3% | +$20.7K | ﹤0.01% | 1097 |
|
2022
Q3 | $565K | Buy |
22,421
+630
| +3% | +$15.9K | ﹤0.01% | 1076 |
|
2022
Q2 | $643K | Sell |
21,791
-46
| -0.2% | -$1.36K | ﹤0.01% | 1028 |
|
2022
Q1 | $694K | Buy |
21,837
+2,846
| +15% | +$90.4K | ﹤0.01% | 1066 |
|
2021
Q4 | $524K | Buy |
18,991
+1,944
| +11% | +$53.6K | ﹤0.01% | 1178 |
|
2021
Q3 | $413K | Buy |
17,047
+2,254
| +15% | +$54.6K | ﹤0.01% | 1270 |
|
2021
Q2 | $362K | Buy |
14,793
+1,096
| +8% | +$26.8K | ﹤0.01% | 1300 |
|
2021
Q1 | $330K | Buy |
13,697
+2,797
| +26% | +$67.4K | ﹤0.01% | 1263 |
|
2020
Q4 | $250K | Sell |
10,900
-324
| -3% | -$7.43K | ﹤0.01% | 1146 |
|
2020
Q3 | $247K | Sell |
11,224
-544
| -5% | -$12K | ﹤0.01% | 1036 |
|
2020
Q2 | $268K | Buy |
11,768
+421
| +4% | +$9.59K | ﹤0.01% | 888 |
|
2020
Q1 | $283K | Buy |
11,347
+968
| +9% | +$24.1K | 0.01% | 831 |
|
2019
Q4 | $289K | Buy |
10,379
+177
| +2% | +$4.93K | 0.01% | 930 |
|
2019
Q3 | $305K | Buy |
10,202
+146
| +1% | +$4.37K | 0.01% | 879 |
|
2019
Q2 | $290K | Sell |
10,056
-1,876
| -16% | -$54.1K | 0.01% | 890 |
|
2019
Q1 | $342K | Buy |
+11,932
| New | +$342K | 0.01% | 773 |
|