Northwestern Mutual Wealth 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 | $731K | Buy |
18,115
+633
| +4% | +$25.5K | ﹤0.01% | 1258 |
|
|
2025
Q1 | $701K | Sell |
17,482
-130
| -0.7% | -$5.21K | ﹤0.01% | 1224 |
|
|
2024
Q4 | $647K | Sell |
17,612
-810
| -4% | -$29.8K | ﹤0.01% | 1231 |
|
|
2024
Q3 | $638K | Buy |
18,422
+399
| +2% | +$13.8K | ﹤0.01% | 1225 |
|
|
2024
Q2 | $519K | Sell |
18,023
-594
| -3% | -$17.1K | ﹤0.01% | 1238 |
|
|
2024
Q1 | $515K | Buy |
18,617
+1,042
| +6% | +$28.8K | ﹤0.01% | 1237 |
|
|
2023
Q4 | $467K | Buy |
17,575
+471
| +3% | +$12.5K | ﹤0.01% | 1233 |
|
|
2023
Q3 | $422K | Buy |
17,104
+95
| +0.6% | +$2.35K | ﹤0.01% | 1219 |
|
|
2023
Q2 | $465K | Buy |
17,009
+971
| +6% | +$26.6K | ﹤0.01% | 1182 |
|
|
2023
Q1 | $448K | Buy |
16,038
+2,424
| +18% | +$67.8K | ﹤0.01% | 1165 |
|
|
2022
Q4 | $373K | Buy |
13,614
+2,122
| +18% | +$58.2K | ﹤0.01% | 1206 |
|
|
2022
Q3 | $289K | Buy |
11,492
+1,554
| +16% | +$39.1K | ﹤0.01% | 1263 |
|
|
2022
Q2 | $293K | Buy |
9,938
+396
| +4% | +$11.7K | ﹤0.01% | 1265 |
|
|
2022
Q1 | $304K | Buy |
9,542
+197
| +2% | +$6.28K | ﹤0.01% | 1274 |
|
|
2021
Q4 | $258K | Buy |
9,345
+2,207
| +31% | +$60.9K | ﹤0.01% | 1329 |
|
|
2021
Q3 | $173K | Buy |
7,138
+2,515
| +54% | +$61K | ﹤0.01% | 1403 |
|
|
2021
Q2 | $113K | Buy |
4,623
+203
| +5% | +$4.96K | ﹤0.01% | 1543 |
|
|
2021
Q1 | $107K | Buy |
4,420
+1,084
| +32% | +$26.2K | ﹤0.01% | 1466 |
|
|
2020
Q4 | $77K | Buy |
3,336
+101
| +3% | +$2.33K | ﹤0.01% | 1502 |
|
|
2020
Q3 | $71K | Buy |
3,235
+247
| +8% | +$5.42K | ﹤0.01% | 1394 |
|
|
2020
Q2 | $68K | Sell |
2,988
-263
| -8% | -$5.99K | ﹤0.01% | 1350 |
|
|
2020
Q1 | $81K | Buy |
3,251
+136
| +4% | +$3.39K | ﹤0.01% | 1188 |
|
|
2019
Q4 | $87K | Sell |
3,115
-97
| -3% | -$2.71K | ﹤0.01% | 1241 |
|
|
2019
Q3 | $96K | Buy |
3,212
+194
| +6% | +$5.8K | ﹤0.01% | 1174 |
|
|
2019
Q2 | $87K | Sell |
3,018
-336
| -10% | -$9.69K | ﹤0.01% | 1182 |
|
|
2019
Q1 | $96K | Buy |
3,354
+998
| +42% | +$28.6K | ﹤0.01% | 1119 |
|
|
2018
Q4 | $60K | Buy |
2,356
+368
| +19% | +$9.37K | ﹤0.01% | 1172 |
|
|
2018
Q3 | $50K | Sell |
1,988
-470
| -19% | -$11.8K | ﹤0.01% | 1325 |
|
|
2018
Q2 | $65K | Buy |
2,458
+326
| +15% | +$8.62K | ﹤0.01% | 1138 |
|
|
2018
Q1 | $51K | Sell |
2,132
-169
| -7% | -$4.04K | ﹤0.01% | 1187 |
|
|
2017
Q4 | $59K | Buy |
2,301
+166
| +8% | +$4.26K | ﹤0.01% | 1093 |
|
|
2017
Q3 | $55K | Buy |
2,135
+21
| +1% | +$541 | ﹤0.01% | 1084 |
|
|
2017
Q2 | $54K | Buy |
2,114
+207
| +11% | +$5.29K | ﹤0.01% | 1066 |
|
|
2017
Q1 | $45K | Sell |
1,907
-345
| -15% | -$8.14K | ﹤0.01% | 1064 |
|
|
2016
Q4 | $49K | Buy |
+2,252
| New | +$49K | ﹤0.01% | 1031 |
|
|
2016
Q3 | – | Sell |
-1,100
| Closed | -$30K | – | 1055 |
|
|
2016
Q2 | $30K | Sell |
1,100
-3,236
| -75% | -$88.3K | ﹤0.01% | 1039 |
|
|
2016
Q1 | $103K | Sell |
4,336
-17,618
| -80% | -$419K | ﹤0.01% | 696 |
|
|
2015
Q4 | $429K | Buy |
21,954
+21,076
| +2,400% | +$412K | 0.01% | 377 |
|
|
2015
Q3 | $16K | Sell |
878
-1,010
| -53% | -$18.4K | ﹤0.01% | 982 |
|
|
2015
Q2 | $34K | Sell |
1,888
-171
| -8% | -$3.08K | ﹤0.01% | 757 |
|
|
2015
Q1 | $36K | Sell |
2,059
-3,644
| -64% | -$63.7K | ﹤0.01% | 725 |
|
|
2014
Q4 | $95K | Sell |
5,703
-92
| -2% | -$1.53K | ﹤0.01% | 534 |
|
|
2014
Q3 | $93K | Buy |
5,795
+672
| +13% | +$10.8K | ﹤0.01% | 510 |
|
|
2014
Q2 | $79K | Sell |
5,123
-313
| -6% | -$4.83K | ﹤0.01% | 520 |
|
|
2014
Q1 | $76K | Buy |
5,436
+1,781
| +49% | +$24.9K | ﹤0.01% | 538 |
|
|
2013
Q4 | $47K | Buy |
3,655
+3,034
| +489% | +$39K | ﹤0.01% | 613 |
|
|
2013
Q3 | $8K | Buy |
+621
| New | +$8K | ﹤0.01% | 929 |
|