Monarch 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 | $217K | Hold |
5,370
| – | – | 0.06% | 113 |
|
|
2025
Q1 | $215K | Buy |
+5,370
| New | +$215K | 0.06% | 112 |
|
|
2015
Q3 | – | Sell |
-14,608
| Closed | -$262K | – | 101 |
|
|
2015
Q2 | $262K | Hold |
14,608
| – | – | 0.1% | 89 |
|
|
2015
Q1 | $253K | Hold |
14,608
| – | – | 0.1% | 92 |
|
|
2014
Q4 | $243K | Hold |
14,608
| – | – | 0.09% | 89 |
|
|
2014
Q3 | $235K | Hold |
14,608
| – | – | 0.09% | 87 |
|
|
2014
Q2 | $226K | Buy |
+14,608
| New | +$226K | 0.09% | 87 |
|