Oppenheimer & Co’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 | $3.53M | Buy |
75,555
+2,453
| +3% | +$111K | 0.04% | 424 |
|
|
2025
Q4 | $3.05M | Buy |
73,102
+3
| +0% | +$128 | 0.04% | 427 |
|
|
2025
Q3 | $3.17M | Buy |
73,099
+3
| +0% | +$124 | 0.04% | 469 |
|
|
2025
Q2 | $2.95M | Buy |
73,096
+503
| +0.7% | +$19.7K | 0.04% | 471 |
|
|
2025
Q1 | $2.91M | Buy |
72,593
+1,060
| +1% | +$40.8K | 0.04% | 445 |
|
|
2024
Q4 | $2.63M | Sell |
71,533
-4,692
| -6% | -$168K | 0.04% | 473 |
|
|
2024
Q3 | $2.64M | Sell |
76,225
-2,110
| -3% | -$67.3K | 0.04% | 461 |
|
|
2024
Q2 | $2.26M | Sell |
78,335
-2,996
| -4% | -$84.5K | 0.04% | 500 |
|
|
2024
Q1 | $2.25M | Sell |
81,331
-2,000
| -2% | -$52.6K | 0.04% | 482 |
|
|
2023
Q4 | $2.21M | Sell |
83,331
-400
| -0.5% | -$10.3K | 0.04% | 470 |
|
|
2023
Q3 | $2.07M | Hold |
83,731
| – | – | 0.04% | 456 |
|
|
2023
Q2 | $2.29M | Sell |
83,731
-24,550
| -23% | -$681K | 0.05% | 443 |
|
|
2023
Q1 | $3.03M | Buy |
108,281
+1,853
| +2% | +$50.7K | 0.06% | 337 |
|
|
2022
Q4 | $2.92M | Buy |
106,428
+204
| +0.2% | +$5.36K | 0.07% | 332 |
|
|
2022
Q3 | $2.68M | Sell |
106,224
-4,155
| -4% | -$122K | 0.06% | 351 |
|
|
2022
Q2 | $3.25M | Sell |
110,379
-39,556
| -26% | -$1.2M | 0.07% | 332 |
|
|
2022
Q1 | $4.77M | Buy |
149,935
+37,358
| +33% | +$1.08M | 0.09% | 283 |
|
|
2021
Q4 | $3.11M | Sell |
112,577
-263
| -0.2% | -$6.69K | 0.05% | 386 |
|
|
2021
Q3 | $2.73M | Sell |
112,840
-19,998
| -15% | -$499K | 0.05% | 409 |
|
|
2021
Q2 | $3.25M | Sell |
132,838
-10,025
| -7% | -$255K | 0.06% | 372 |
|
|
2021
Q1 | $3.44M | Buy |
142,863
+1,127
| +0.8% | +$25.4K | 0.07% | 330 |
|
|
2020
Q4 | $3.25M | Sell |
141,736
-23,052
| -14% | -$539K | 0.07% | 319 |
|
|
2020
Q3 | $3.63M | Sell |
164,788
-14,398
| -8% | -$334K | 0.09% | 257 |
|
|
2020
Q2 | $4.08M | Sell |
179,186
-36,998
| -17% | -$893K | 0.11% | 216 |
|
|
2020
Q1 | $5.4M | Buy |
216,184
+425
| +0.2% | +$11.7K | 0.16% | 132 |
|
|
2019
Q4 | $6.01M | Buy |
215,759
+2,599
| +1% | +$71.2K | 0.15% | 156 |
|
|
2019
Q3 | $6.38M | Sell |
213,160
-3,960
| -2% | -$116K | 0.17% | 133 |
|
|
2019
Q2 | $6.25M | Buy |
217,120
+15,042
| +7% | +$424K | 0.17% | 134 |
|
|
2019
Q1 | $5.79M | Buy |
202,078
+113,400
| +128% | +$3.06M | 0.15% | 139 |
|
|
2018
Q4 | $2.25M | Sell |
88,678
-100
| -0.1% | -$2.58K | 0.07% | 312 |
|
|
2018
Q3 | $2.21M | Sell |
88,778
-775
| -0.9% | -$20.5K | 0.06% | 373 |
|
|
2018
Q2 | $2.35M | Sell |
89,553
-2,000
| -2% | -$49K | 0.06% | 353 |
|
|
2018
Q1 | $2.19M | Sell |
91,553
-9,047
| -9% | -$214K | 0.06% | 371 |
|
|
2017
Q4 | $2.58M | Sell |
100,600
-2,500
| -2% | -$66.4K | 0.07% | 324 |
|
|
2017
Q3 | $2.64M | Sell |
103,100
-1,740
| -2% | -$45.8K | 0.07% | 315 |
|
|
2017
Q2 | $2.66M | Sell |
104,840
-100
| -0.1% | -$2.49K | 0.07% | 325 |
|
|
2017
Q1 | $2.5M | Sell |
104,940
-153
| -0.1% | -$3.5K | 0.07% | 329 |
|
|
2016
Q4 | $2.33M | Sell |
105,093
-736
| -0.7% | -$16.4K | 0.07% | 337 |
|
|
2016
Q3 | $2.55M | Sell |
105,829
-4,218
| -4% | -$106K | 0.07% | 310 |
|
|
2016
Q2 | $2.92M | Buy |
110,047
+2,196
| +2% | +$52.7K | 0.09% | 273 |
|
|
2016
Q1 | $2.54M | Buy |
107,851
+500
| +0.5% | +$10.7K | 0.08% | 299 |
|
|
2015
Q4 | $2.1M | Sell |
107,351
-652
| -0.6% | -$12.5K | 0.06% | 344 |
|
|
2015
Q3 | $2M | Sell |
108,003
-225,832
| -68% | -$3.86M | 0.06% | 360 |
|
|
2015
Q2 | $5.98M | Buy |
333,835
+55,735
| +20% | +$992K | 0.17% | 137 |
|
|
2015
Q1 | $4.83M | Sell |
278,100
-10,816
| -4% | -$183K | 0.13% | 183 |
|
|
2014
Q4 | $4.82M | Sell |
288,916
-9,501
| -3% | -$155K | 0.14% | 178 |
|
|
2014
Q3 | $4.8M | Buy |
298,417
+271,941
| +1,027% | +$4.15M | 0.14% | 168 |
|
|
2014
Q2 | $409K | Sell |
26,476
-287,552
| -92% | -$4.16M | 0.01% | 922 |
|
|
2014
Q1 | $4.38M | Sell |
314,028
-180
| -0.1% | -$2.43K | 0.13% | 186 |
|
|
2013
Q4 | $4.06M | Buy |
314,208
+10,203
| +3% | +$126K | 0.13% | 195 |
|
|
2013
Q3 | $3.69M | Buy |
304,005
+694
| +0.2% | +$8.22K | 0.13% | 201 |
|
|
2013
Q2 | $3.41M | Buy |
+303,311
| New | +$3.51M | 0.13% | 190 |
|
Other funds holding NI
VCM
VPM
