NewEdge 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 | $43.4M | Buy |
930,013
+823,358
| +772% | +$37.1M | 0.16% | 134 |
|
|
2025
Q4 | $4.45M | Sell |
106,655
-2,497
| -2% | -$107K | 0.02% | 709 |
|
|
2025
Q3 | $4.73M | Buy |
109,152
+4,999
| +5% | +$207K | 0.02% | 652 |
|
|
2025
Q2 | $4.2M | Buy |
104,153
+73,659
| +242% | +$2.89M | 0.02% | 632 |
|
|
2025
Q1 | $1.22M | Buy |
30,494
+11,452
| +60% | +$441K | 0.01% | 1083 |
|
|
2024
Q4 | $700K | Buy |
19,042
+15,867
| +500% | +$570K | ﹤0.01% | 1350 |
|
|
2024
Q3 | $110K | Sell |
3,175
-10,196
| -76% | -$325K | ﹤0.01% | 2163 |
|
|
2024
Q2 | $385K | Buy |
13,371
+9,308
| +229% | +$263K | ﹤0.01% | 1574 |
|
|
2024
Q1 | $112K | Buy |
4,063
+35
| +0.9% | +$920 | ﹤0.01% | 2029 |
|
|
2023
Q4 | $107K | Buy |
4,028
+802
| +25% | +$20.6K | ﹤0.01% | 1925 |
|
|
2023
Q3 | $79.6K | Sell |
3,226
-192
| -6% | -$5.19K | ﹤0.01% | 1921 |
|
|
2023
Q2 | $93.5K | Sell |
3,418
-8,363
| -71% | -$232K | ﹤0.01% | 1868 |
|
|
2023
Q1 | $329K | Sell |
11,781
-657
| -5% | -$18K | ﹤0.01% | 1333 |
|
|
2022
Q4 | $20.6K | Buy |
12,438
+3,313
| +36% | +$87.1K | ﹤0.01% | 2111 |
|
|
2022
Q3 | $230K | Buy |
9,125
+1,689
| +23% | +$49.7K | ﹤0.01% | 1315 |
|
|
2022
Q2 | $219K | Buy |
+7,436
| New | +$225K | ﹤0.01% | 1356 |
|
|
2020
Q3 | – | Sell |
-68,752
| Closed | -$1.56M | – | 958 |
|
|
2020
Q2 | $1.56M | Sell |
68,752
-9,449
| -12% | -$228K | 0.06% | 261 |
|
|
2020
Q1 | $1.95M | Buy |
78,201
+2,889
| +4% | +$79.9K | 0.09% | 195 |
|
|
2019
Q4 | $2.1M | Buy |
75,312
+2,698
| +4% | +$74K | 0.08% | 237 |
|
|
2019
Q3 | $2.17M | Buy |
72,614
+2,832
| +4% | +$83.1K | 0.1% | 204 |
|
|
2019
Q2 | $2.01M | Buy |
69,782
+972
| +1% | +$27.4K | 0.12% | 170 |
|
|
2019
Q1 | $1.97M | Buy |
68,810
+5,017
| +8% | +$135K | 0.13% | 170 |
|
|
2018
Q4 | $1.62K | Sell |
63,793
-1,497
| -2% | -$38.6K | 0.1% | 167 |
|
|
2018
Q3 | $1.63M | Buy |
65,290
+282
| +0.4% | +$7.46K | 0.13% | 162 |
|
|
2018
Q2 | $1.72K | Buy |
65,008
+5,135
| +9% | +$126K | 0.16% | 135 |
|
|
2018
Q1 | $1.43M | Buy |
59,873
+5,368
| +10% | +$127K | 0.16% | 143 |
|
|
2017
Q4 | $1.36M | Buy |
54,505
+2,244
| +4% | +$59.6K | 0.18% | 131 |
|
|
2017
Q3 | $1.35M | Buy |
52,261
+5,895
| +13% | +$155K | 0.21% | 118 |
|
|
2017
Q2 | $1.17M | Buy |
46,366
+4,547
| +11% | +$113K | 0.2% | 115 |
|
|
2017
Q1 | $995K | Buy |
41,819
+10,808
| +35% | +$247K | 0.23% | 96 |
|
|
2016
Q4 | $688K | Buy |
31,011
+15,885
| +105% | +$353K | 0.19% | 114 |
|
|
2016
Q3 | $364K | Buy |
15,126
+7,384
| +95% | +$185K | 0.11% | 146 |
|
|
2016
Q2 | $205K | Buy |
+7,742
| New | +$186K | 0.08% | 149 |
|
Other funds holding NI
VCM
VPM
