Patton Fund 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 | $2.53M | Sell |
62,738
-43,935
| -41% | -$1.77M | 0.55% | 59 |
|
|
2025
Q1 | $4.28M | Buy |
+106,673
| New | +$4.28M | 1.04% | 38 |
|
|
2023
Q1 | – | Sell |
-7,665
| Closed | -$210K | – | 183 |
|
|
2022
Q4 | $210K | Buy |
+7,665
| New | +$210K | 0.06% | 144 |
|
|
2020
Q1 | – | Sell |
-74,794
| Closed | -$2.08M | – | 93 |
|
|
2019
Q4 | $2.08M | Buy |
74,794
+756
| +1% | +$21K | 0.73% | 69 |
|
|
2019
Q3 | $2.22M | Buy |
+74,038
| New | +$2.22M | 0.89% | 53 |
|