Nisa Investment Advisors’s NiSource NI Stock Holding History

Nisa Investment Advisors’s Portfolio NI Stock Details NI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$5.55M	Sell	118,907 -2,865	-2%	-$129K	0.02%	365
2025 Q4	$5.09M	Sell	121,772 -17,913	-13%	-$765K	0.02%	413
2025 Q3	$6.05M	Buy	139,685 +7,863	+6%	+$326K	0.02%	363
2025 Q2	$5.32M	Sell	131,822 -4,651	-3%	-$182K	0.02%	388
2025 Q1	$5.47M	Buy	136,473 +11,215	+9%	+$432K	0.03%	393
2024 Q4	$4.6M	Sell	125,258 -2,492	-2%	-$89.5K	0.02%	463
2024 Q3	$4.43M	Buy	127,750 +4,200	+3%	+$134K	0.03%	463
2024 Q2	$3.56M	Sell	123,550 -1,003	-0.8%	-$28.3K	0.02%	517
2024 Q1	$3.45M	Sell	124,553 -18,316	-13%	-$481K	0.02%	550
2023 Q4	$3.79M	Sell	142,869 -9,848	-6%	-$253K	0.03%	483
2023 Q3	$3.77M	Sell	152,717 -38,331	-20%	-$1.04M	0.03%	487
2023 Q2	$5.23M	Sell	191,048 -6,210	-3%	-$172K	0.04%	413
2023 Q1	$5.51M	Buy	197,258 +9,503	+5%	+$260K	0.04%	391
2022 Q4	$5.15M	Sell	187,755 -11,918	-6%	-$313K	0.04%	418
2022 Q3	$5.03M	Sell	199,673 -6,807	-3%	-$200K	0.04%	371
2022 Q2	$6.09M	Buy	206,480 +10,560	+5%	+$320K	0.05%	325
2022 Q1	$6.23M	Sell	195,920 -706,000	-78%	-$20.5M	0.04%	359
2021 Q4	$26.3M	Buy	901,920 +819,920	+1,000%	+$20.9M	0.2%	117
2021 Q3	$1.99K	Buy	82,000 +7,000	+9%	+$175K	0.01%	701
2021 Q2	$1.84K	Sell	75,000 -2,800	-4%	-$71.2K	0.01%	738
2021 Q1	$1.88K	Buy	77,800 +5,700	+8%	+$129K	0.01%	735
2020 Q4	$1.65M	Sell	72,100 -71,718	-50%	-$1.68M	0.01%	744
2020 Q3	$3.16M	Buy	143,818 +4,285	+3%	+$99.5K	0.03%	484
2020 Q2	$3.17M	Sell	139,533 -24,300	-15%	-$586K	0.03%	458
2020 Q1	$4.09M	Buy	163,833 +90,133	+122%	+$2.49M	0.05%	348
2019 Q4	$2.05M	Sell	73,700 -15,875	-18%	-$435K	0.02%	636
2019 Q3	$2.68M	Hold	89,575	–	–	0.02%	545
2019 Q2	$2.58M	Sell	89,575 -6,025	-6%	-$170K	0.02%	548
2019 Q1	$2.74M	Hold	95,600	–	–	0.03%	524
2018 Q4	$2.42M	Sell	95,600 -17,000	-15%	-$439K	0.03%	518
2018 Q3	$2.81M	Buy	112,600 +16,420	+17%	+$435K	0.03%	534
2018 Q2	$2.53M	Buy	96,180 +1,830	+2%	+$44.9K	0.03%	534
2018 Q1	$2.22M	Sell	94,350 -7,950	-8%	-$188K	0.02%	571
2017 Q4	$2.63M	Sell	102,300 -2,300	-2%	-$61.1K	0.03%	524
2017 Q3	$2.68M	Sell	104,600 -1,250	-1%	-$32.9K	0.03%	501
2017 Q2	$2.71M	Buy	105,850 +3,000	+3%	+$74.8K	0.03%	501
2017 Q1	$2.45M	Buy	102,850 +13,320	+15%	+$305K	0.03%	541
2016 Q4	$1.98M	Sell	89,530 -12,550	-12%	-$279K	0.02%	611
2016 Q3	$2.46M	Sell	102,080 -2,900	-3%	-$72.6K	0.03%	503
2016 Q2	$2.78M	Buy	104,980 +12,550	+14%	+$301K	0.04%	452
2016 Q1	$2.18M	Hold	92,430	–	–	0.03%	517
2015 Q4	$1.8M	Sell	92,430 -4,600	-5%	-$88.5K	0.03%	568
2015 Q3	$1.76M	Sell	97,030 -149,911	-61%	-$2.56M	0.03%	573
2015 Q2	$4.42M	Sell	246,941 -17,306	-7%	-$308K	0.06%	327
2015 Q1	$4.58M	Buy	264,247 +890	+0.3%	+$15.1K	0.06%	312
2014 Q4	$4.39M	Sell	263,357 -7,609	-3%	-$124K	0.06%	326
2014 Q3	$4.36M	Sell	270,966 -38,430	-12%	-$587K	0.06%	304
2014 Q2	$4.78M	Hold	309,396	–	–	0.07%	285
2014 Q1	$4.32M	Buy	309,396 +12,725	+4%	+$172K	0.06%	311
2013 Q4	$3.83M	Buy	296,671 +6,108	+2%	+$75.7K	0.05%	341
2013 Q3	$3.53M	Sell	290,563 -32,907	-10%	-$390K	0.05%	349
2013 Q2	$3.64M	Buy	+323,470	New	+$3.74M	0.06%	323