Morningstar Investment Management’s NiSource NI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-5,765
| Closed | -$212K | – | 168 |
|
|
2024
Q4 | $212K | Sell |
5,765
-828
| -13% | -$30.4K | 0.02% | 201 |
|
|
2024
Q3 | $226K | Sell |
6,593
-1,613
| -20% | -$55.3K | 0.02% | 192 |
|
|
2024
Q2 | $236K | Hold |
8,206
| – | – | 0.02% | 173 |
|
|
2024
Q1 | $227K | Hold |
8,206
| – | – | 0.02% | 186 |
|
|
2023
Q4 | $218K | Hold |
8,206
| – | – | 0.03% | 187 |
|
|
2023
Q3 | $203K | Hold |
8,206
| – | – | 0.03% | 162 |
|
|
2023
Q2 | $224K | Hold |
8,206
| – | – | 0.03% | 151 |
|
|
2023
Q1 | $229K | Hold |
8,206
| – | – | 0.03% | 82 |
|
|
2022
Q4 | $225K | Buy |
+8,206
| New | +$225K | 0.04% | 81 |
|