Stifel Financial’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 | $7.61M | Sell |
162,991
-3,156
| -2% | -$142K | 0.01% | 1100 |
|
|
2025
Q4 | $6.94M | Sell |
166,147
-8,226
| -5% | -$351K | 0.01% | 1155 |
|
|
2025
Q3 | $7.55M | Buy |
174,373
+7,135
| +4% | +$295K | 0.01% | 1077 |
|
|
2025
Q2 | $6.75M | Sell |
167,238
-55,391
| -25% | -$2.17M | 0.01% | 1088 |
|
|
2025
Q1 | $8.93M | Sell |
222,629
-4,757
| -2% | -$183K | 0.01% | 887 |
|
|
2024
Q4 | $8.36M | Sell |
227,386
-8,932
| -4% | -$321K | 0.01% | 943 |
|
|
2024
Q3 | $8.19M | Sell |
236,318
-2,722
| -1% | -$86.9K | 0.01% | 934 |
|
|
2024
Q2 | $6.89M | Sell |
239,040
-95
| -0% | -$2.68K | 0.01% | 968 |
|
|
2024
Q1 | $6.61M | Buy |
239,135
+12,458
| +5% | +$327K | 0.01% | 996 |
|
|
2023
Q4 | $6.02M | Buy |
226,677
+20,479
| +10% | +$526K | 0.01% | 1006 |
|
|
2023
Q3 | $5.09M | Buy |
206,198
+40,685
| +25% | +$1.1M | 0.01% | 1020 |
|
|
2023
Q2 | $4.53M | Sell |
165,513
-33,157
| -17% | -$920K | 0.01% | 1097 |
|
|
2023
Q1 | $5.55M | Sell |
198,670
-4,701
| -2% | -$129K | 0.01% | 956 |
|
|
2022
Q4 | $5.58M | Buy |
203,371
+76,239
| +60% | +$2M | 0.01% | 924 |
|
|
2022
Q3 | $3.2M | Sell |
127,132
-7,754
| -6% | -$228K | 0.01% | 1179 |
|
|
2022
Q2 | $3.98M | Buy |
134,886
+2,774
| +2% | +$84K | 0.01% | 1082 |
|
|
2022
Q1 | $4.2M | Sell |
132,112
-73,545
| -36% | -$2.13M | 0.01% | 1156 |
|
|
2021
Q4 | $5.68M | Buy |
205,657
+930
| +0.5% | +$23.7K | 0.01% | 1002 |
|
|
2021
Q3 | $4.96M | Sell |
204,727
-1,975
| -1% | -$49.2K | 0.01% | 1021 |
|
|
2021
Q2 | $5.07M | Buy |
206,702
+1,583
| +0.8% | +$40.3K | 0.01% | 1023 |
|
|
2021
Q1 | $4.95M | Sell |
205,119
-29,976
| -13% | -$676K | 0.01% | 971 |
|
|
2020
Q4 | $5.39M | Buy |
235,095
+36,713
| +19% | +$859K | 0.01% | 850 |
|
|
2020
Q3 | $4.37M | Buy |
198,382
+1,691
| +0.9% | +$39.2K | 0.01% | 832 |
|
|
2020
Q2 | $4.47M | Buy |
196,691
+2,840
| +1% | +$68.5K | 0.01% | 772 |
|
|
2020
Q1 | $4.83M | Buy |
193,851
+9,657
| +5% | +$267K | 0.01% | 686 |
|
|
2019
Q4 | $5.14M | Buy |
184,194
+7,554
| +4% | +$207K | 0.01% | 872 |
|
|
2019
Q3 | $5.28M | Sell |
176,640
-18,901
| -10% | -$554K | 0.01% | 806 |
|
|
2019
Q2 | $5.64M | Buy |
195,541
+19,419
| +11% | +$547K | 0.01% | 818 |
|
|
2019
Q1 | $5.05M | Sell |
176,122
-14,580
| -8% | -$393K | 0.01% | 809 |
|
|
2018
Q4 | $4.83M | Sell |
190,702
-4,041
| -2% | -$104K | 0.02% | 792 |
|
|
2018
Q3 | $4.84M | Sell |
194,743
-11,291
| -5% | -$299K | 0.01% | 860 |
|
|
2018
Q2 | $5.41M | Sell |
206,034
-24,657
| -11% | -$604K | 0.02% | 782 |
|
|
2018
Q1 | $5.52M | Sell |
230,691
-6,852
| -3% | -$162K | 0.02% | 747 |
|
|
2017
Q4 | $6.09M | Sell |
237,543
-25,694
| -10% | -$682K | 0.02% | 697 |
|
|
2017
Q3 | $6.74M | Sell |
263,237
-16,271
| -6% | -$428K | 0.02% | 641 |
|
|
2017
Q2 | $7.09M | Buy |
279,508
+10,803
| +4% | +$269K | 0.03% | 598 |
|
|
2017
Q1 | $6.38M | Buy |
268,705
+30,370
| +13% | +$695K | 0.02% | 610 |
|
|
2016
Q4 | $5.27M | Sell |
238,335
-11,840
| -5% | -$263K | 0.02% | 647 |
|
|
2016
Q3 | $6.03M | Sell |
250,175
-23,953
| -9% | -$600K | 0.03% | 572 |
|
|
2016
Q2 | $7.27M | Buy |
274,128
+57,049
| +26% | +$1.37M | 0.03% | 470 |
|
|
2016
Q1 | $5.11M | Buy |
217,079
+52,550
| +32% | +$1.13M | 0.03% | 542 |
|
|
2015
Q4 | $3.21M | Sell |
164,529
-17,451
| -10% | -$336K | 0.02% | 758 |
|
|
2015
Q3 | $3.37M | Sell |
181,980
-162,951
| -47% | -$2.79M | 0.02% | 684 |
|
|
2015
Q2 | $6.09M | Buy |
344,931
+148,467
| +76% | +$2.64M | 0.03% | 496 |
|
|
2015
Q1 | $3.41M | Sell |
196,464
-19,454
| -9% | -$330K | 0.02% | 733 |
|
|
2014
Q4 | $3.6M | Sell |
215,918
-120,574
| -36% | -$1.96M | 0.02% | 682 |
|
|
2014
Q3 | $5.42M | Buy |
336,492
+88,958
| +36% | +$1.36M | 0.05% | 444 |
|
|
2014
Q2 | $3.83M | Sell |
247,534
-40,186
| -14% | -$581K | 0.03% | 550 |
|
|
2014
Q1 | $4.02M | Buy |
+287,720
| New | +$3.89M | 0.04% | 510 |
|
Other funds holding NI
VCM
VPM
