Mercer Global Advisors’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 | $1.87M | Sell |
40,115
-161
| -0.4% | -$7.25K | ﹤0.01% | 1221 |
|
|
2025
Q4 | $1.68M | Buy |
40,276
+10,636
| +36% | +$454K | ﹤0.01% | 1194 |
|
|
2025
Q3 | $1.28M | Buy |
29,640
+15,576
| +111% | +$645K | ﹤0.01% | 1251 |
|
|
2025
Q2 | $567K | Sell |
14,064
-4,050
| -22% | -$159K | ﹤0.01% | 1504 |
|
|
2025
Q1 | $726K | Sell |
18,114
-158
| -0.9% | -$6.09K | ﹤0.01% | 1284 |
|
|
2024
Q4 | $672K | Sell |
18,272
-13,814
| -43% | -$496K | ﹤0.01% | 1288 |
|
|
2024
Q3 | $1.12M | Buy |
32,086
+3,437
| +12% | +$110K | ﹤0.01% | 980 |
|
|
2024
Q2 | $825K | Buy |
28,649
+3,126
| +12% | +$88.2K | ﹤0.01% | 1061 |
|
|
2024
Q1 | $706K | Sell |
25,523
-784
| -3% | -$20.6K | ﹤0.01% | 1109 |
|
|
2023
Q4 | $698K | Buy |
26,307
+2,771
| +12% | +$71.2K | ﹤0.01% | 1139 |
|
|
2023
Q3 | $581K | Buy |
23,536
+1,558
| +7% | +$42.1K | ﹤0.01% | 1178 |
|
|
2023
Q2 | $601K | Sell |
21,978
-682
| -3% | -$18.9K | ﹤0.01% | 1147 |
|
|
2023
Q1 | $634K | Sell |
22,660
-516
| -2% | -$14.1K | ﹤0.01% | 1086 |
|
|
2022
Q4 | $635K | Buy |
23,176
+755
| +3% | +$19.8K | ﹤0.01% | 1097 |
|
|
2022
Q3 | $565K | Buy |
22,421
+630
| +3% | +$18.6K | ﹤0.01% | 1076 |
|
|
2022
Q2 | $643K | Sell |
21,791
-46
| -0.2% | -$1.39K | ﹤0.01% | 1028 |
|
|
2022
Q1 | $694K | Buy |
21,837
+2,846
| +15% | +$82.6K | ﹤0.01% | 1066 |
|
|
2021
Q4 | $524K | Buy |
18,991
+1,944
| +11% | +$49.4K | ﹤0.01% | 1179 |
|
|
2021
Q3 | $413K | Buy |
17,047
+2,254
| +15% | +$56.2K | ﹤0.01% | 1270 |
|
|
2021
Q2 | $362K | Buy |
14,793
+1,096
| +8% | +$27.9K | ﹤0.01% | 1301 |
|
|
2021
Q1 | $330K | Buy |
13,697
+2,797
| +26% | +$63.1K | ﹤0.01% | 1264 |
|
|
2020
Q4 | $250K | Sell |
10,900
-324
| -3% | -$7.58K | ﹤0.01% | 1147 |
|
|
2020
Q3 | $247K | Sell |
11,224
-544
| -5% | -$12.6K | ﹤0.01% | 1036 |
|
|
2020
Q2 | $268K | Buy |
11,768
+421
| +4% | +$10.2K | ﹤0.01% | 888 |
|
|
2020
Q1 | $283K | Buy |
11,347
+968
| +9% | +$26.8K | 0.01% | 831 |
|
|
2019
Q4 | $289K | Buy |
10,379
+177
| +2% | +$4.85K | 0.01% | 930 |
|
|
2019
Q3 | $305K | Buy |
10,202
+146
| +1% | +$4.28K | 0.01% | 879 |
|
|
2019
Q2 | $290K | Sell |
10,056
-1,876
| -16% | -$52.8K | 0.01% | 890 |
|
|
2019
Q1 | $342K | Buy |
+11,932
| New | +$322K | 0.01% | 773 |
|
Other funds holding NI
VCM
VPM
