Meritage Portfolio 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 | $423K | Sell |
10,491
-56,566
| -84% | -$2.28M | 0.03% | 263 |
|
|
2025
Q1 | $2.69M | Sell |
67,057
-1,609
| -2% | -$64.5K | 0.18% | 142 |
|
|
2024
Q4 | $2.52M | Sell |
68,666
-85,240
| -55% | -$3.13M | 0.16% | 148 |
|
|
2024
Q3 | $5.33M | Sell |
153,906
-7,157
| -4% | -$248K | 0.33% | 94 |
|
|
2024
Q2 | $4.64M | Sell |
161,063
-3,768
| -2% | -$109K | 0.29% | 109 |
|
|
2024
Q1 | $4.56M | Buy |
164,831
+41,941
| +34% | +$1.16M | 0.29% | 113 |
|
|
2023
Q4 | $3.26M | Buy |
122,890
+892
| +0.7% | +$23.7K | 0.22% | 137 |
|
|
2023
Q3 | $3.01M | Buy |
+121,998
| New | +$3.01M | 0.22% | 135 |
|