Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $22.5K | Buy |
474
+354
| +295% | +$16.8K | ﹤0.01% | 377 |
|
|
2026
Q1 | $5.6K | Hold |
120
| – | – | ﹤0.01% | 496 |
|
|
2025
Q4 | $5.01K | Hold |
120
| – | – | ﹤0.01% | 519 |
|
|
2025
Q3 | $5.2K | Hold |
120
| – | – | ﹤0.01% | 521 |
|
|
2025
Q2 | $5.09K | Sell |
120
-212
| -64% | -$8.31K | ﹤0.01% | 470 |
|
|
2025
Q1 | $13.3K | Sell |
332
-237
| -42% | -$9.13K | ﹤0.01% | 410 |
|
|
2024
Q4 | $20.9K | Sell |
569
-953
| -63% | -$34.2K | ﹤0.01% | 347 |
|
|
2024
Q3 | $52.7K | Buy |
1,522
+1,402
| +1,168% | +$44.7K | 0.01% | 324 |
|
|
2024
Q2 | $3.46K | Buy |
+120
| New | +$3.38K | ﹤0.01% | 626 |
|
|
2023
Q3 | – | Sell |
-34
| Closed | -$930 | – | 920 |
|
|
2023
Q2 | $930 | Buy |
+34
| New | +$944 | ﹤0.01% | 777 |
|
|
2021
Q1 | – | Sell |
-55
| Closed | -$1K | – | 729 |
|
|
2020
Q4 | $1K | Sell |
55
-292
| -84% | -$6.83K | ﹤0.01% | 761 |
|
|
2020
Q3 | $8K | Buy |
347
+292
| +531% | +$6.78K | ﹤0.01% | 477 |
|
|
2020
Q2 | $1K | Sell |
55
-244
| -82% | -$5.89K | ﹤0.01% | 626 |
|
|
2020
Q1 | $7K | Buy |
299
+55
| +23% | +$1.52K | ﹤0.01% | 465 |
|
|
2019
Q4 | $7K | Buy |
+244
| New | +$6.69K | ﹤0.01% | 456 |
|
|
2019
Q3 | – | Sell |
-249
| Closed | -$7K | – | 668 |
|
|
2019
Q2 | $7K | Buy |
+249
| New | +$7.01K | ﹤0.01% | 661 |
|
|
2017
Q4 | – | Sell |
-300
| Closed | -$8K | – | 576 |
|
|
2017
Q3 | $8K | Hold |
300
| – | – | ﹤0.01% | 489 |
|
|
2017
Q2 | $8K | Hold |
300
| – | – | ﹤0.01% | 503 |
|
|
2017
Q1 | $7K | Hold |
300
| – | – | ﹤0.01% | 520 |
|
|
2016
Q4 | $7K | Hold |
300
| – | – | ﹤0.01% | 528 |
|
|
2016
Q3 | $7K | Hold |
300
| – | – | ﹤0.01% | 506 |
|
|
2016
Q2 | $8K | Hold |
300
| – | – | ﹤0.01% | 437 |
|
|
2016
Q1 | $7K | Hold |
300
| – | – | ﹤0.01% | 439 |
|
|
2015
Q4 | $6K | Hold |
300
| – | – | ﹤0.01% | 435 |
|
|
2015
Q3 | $6K | Sell |
300
-464
| -61% | -$7.94K | ﹤0.01% | 496 |
|
|
2015
Q2 | $14K | Hold |
764
| – | – | ﹤0.01% | 404 |
|
|
2015
Q1 | $13K | Hold |
764
| – | – | ﹤0.01% | 405 |
|
|
2014
Q4 | $13K | Hold |
764
| – | – | ﹤0.01% | 423 |
|
|
2014
Q3 | $12K | Hold |
764
| – | – | ﹤0.01% | 440 |
|
|
2014
Q2 | $12K | Hold |
764
| – | – | ﹤0.01% | 435 |
|
|
2014
Q1 | $11K | Hold |
764
| – | – | ﹤0.01% | 427 |
|
|
2013
Q4 | $10K | Buy |
+764
| New | +$9.47K | ﹤0.01% | 463 |
|
Other funds holding NI
MOTCO's NI Position: Q2 2026 in Review
MOTCO increased its NiSource (NI) stake by 295% in Q2 2026, buying an estimated $16.8K and bringing the position to 474 shares worth $22.5K. The position accounts for ﹤0.01% of the portfolio, ranked #377.
MOTCO first reported a position in NI in Q4 2013 and has held it in 32 quarters since. The position peaked at $52.7K in Q3 2024. 915 funds tracked by Wall St. Rank hold NI as of Q2 2026.
- MOTCO held 474 shares of NiSource worth $22.5K as of Q2 2026.
- MOTCO bought 354 NiSource shares in Q2 2026, an estimated $16.8K.
- NiSource made up ﹤0.01% of MOTCO's portfolio in Q2 2026, its #377 holding.
- MOTCO first reported a position in NiSource in Q4 2013 and has held it in 32 quarters since.
- MOTCO's NiSource position peaked at $52.7K in Q3 2024.
- 915 funds tracked by Wall St. Rank held NiSource as of Q2 2026.
Based on MOTCO's 13F filing for Q2 2026, filed 31 Jul 2026.