Opus Investment Management’s NiSource NI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-118,795
| Closed | -$3.25M | – | 63 |
|
|
2023
Q2 | $3.25M | Hold |
118,795
| – | – | 1.17% | 35 |
|
|
2023
Q1 | $3.32M | Hold |
118,795
| – | – | 1.2% | 36 |
|
|
2022
Q4 | $3.26M | Hold |
118,795
| – | – | 1.16% | 39 |
|
|
2022
Q3 | $2.99M | Hold |
118,795
| – | – | 0.7% | 55 |
|
|
2022
Q2 | $3.5M | Hold |
118,795
| – | – | 0.76% | 51 |
|
|
2022
Q1 | $3.78M | Hold |
118,795
| – | – | 0.58% | 62 |
|
|
2021
Q4 | $3.28M | Hold |
118,795
| – | – | 0.47% | 70 |
|
|
2021
Q3 | $2.88M | Hold |
118,795
| – | – | 0.44% | 70 |
|
|
2021
Q2 | $2.91M | Hold |
118,795
| – | – | 0.44% | 71 |
|
|
2021
Q1 | $2.86M | Hold |
118,795
| – | – | 0.42% | 72 |
|
|
2020
Q4 | $2.73M | Hold |
118,795
| – | – | 0.43% | 69 |
|
|
2020
Q3 | $2.61M | Hold |
118,795
| – | – | 0.49% | 57 |
|
|
2020
Q2 | $2.7M | Hold |
118,795
| – | – | 0.55% | 55 |
|
|
2020
Q1 | $2.97M | Hold |
118,795
| – | – | 0.63% | 46 |
|
|
2019
Q4 | $3.31M | Buy |
118,795
+12,000
| +11% | +$329K | 0.54% | 63 |
|
|
2019
Q3 | $3.19M | Hold |
106,795
| – | – | 0.56% | 58 |
|
|
2019
Q2 | $3.08M | Hold |
106,795
| – | – | 0.58% | 58 |
|
|
2019
Q1 | $3.06M | Hold |
106,795
| – | – | 0.61% | 53 |
|
|
2018
Q4 | $2.71M | Hold |
106,795
| – | – | 0.58% | 55 |
|
|
2018
Q3 | $2.66M | Hold |
106,795
| – | – | 0.46% | 64 |
|
|
2018
Q2 | $2.81M | Hold |
106,795
| – | – | 0.51% | 57 |
|
|
2018
Q1 | $2.55M | Buy |
106,795
+72,000
| +207% | +$1.71M | 0.47% | 56 |
|
|
2017
Q4 | $893K | Hold |
34,795
| – | – | 0.16% | 80 |
|
|
2017
Q3 | $890K | Hold |
34,795
| – | – | 0.16% | 83 |
|
|
2017
Q2 | $882K | Hold |
34,795
| – | – | 0.15% | 82 |
|
|
2017
Q1 | $828K | Buy |
+34,795
| New | +$796K | 0.14% | 81 |
|
|
2014
Q3 | – | Sell |
-17,815
| Closed | -$275K | – | 83 |
|
|
2014
Q2 | $275K | Sell |
17,815
-15,270
| -46% | -$221K | 0.05% | 79 |
|
|
2014
Q1 | $462K | Sell |
33,085
-95,438
| -74% | -$1.29M | 0.11% | 72 |
|
|
2013
Q4 | $1.66M | Sell |
128,523
-101,800
| -44% | -$1.26M | 0.45% | 65 |
|
|
2013
Q3 | $2.8M | Hold |
230,323
| – | – | 0.63% | 50 |
|
|
2013
Q2 | $2.59M | Buy |
+230,323
| New | +$2.66M | 0.62% | 51 |
|
Other funds holding NI
Opus Investment Management's NI Position: Q3 2023 in Review
Opus Investment Management sold out of NiSource (NI) in Q3 2023, closing a stake of 118,795 shares — an estimated $3.25M sold.
Opus Investment Management first reported a position in NI in Q2 2013 and held it in 31 quarters. The position peaked at $3.78M in Q1 2022. 583 funds tracked by Wall St. Rank hold NI as of Q3 2023.
- Opus Investment Management reported no remaining NiSource position as of Q3 2023 after selling out during the quarter.
- Opus Investment Management sold 118,795 NiSource shares in Q3 2023, an estimated $3.25M.
- Opus Investment Management first reported a position in NiSource in Q2 2013 and held it in 31 quarters.
- Opus Investment Management's NiSource position peaked at $3.78M in Q1 2022.
- 583 funds tracked by Wall St. Rank held NiSource as of Q3 2023.
Based on Opus Investment Management's 13F filing for Q3 2023, filed 8 Nov 2023.