Sumitomo Mitsui Trust Group’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 | $48.3M | Sell |
1,035,060
-1,982
| -0.2% | -$89.3K | 0.03% | 443 |
|
|
2025
Q4 | $43.3M | Sell |
1,037,042
-58,736
| -5% | -$2.51M | 0.03% | 508 |
|
|
2025
Q3 | $47.4M | Sell |
1,095,778
-65,053
| -6% | -$2.69M | 0.03% | 487 |
|
|
2025
Q2 | $46.8M | Buy |
1,160,831
+106,142
| +10% | +$4.16M | 0.03% | 468 |
|
|
2025
Q1 | $42.3M | Buy |
1,054,689
+20,935
| +2% | +$806K | 0.03% | 490 |
|
|
2024
Q4 | $38M | Buy |
1,033,754
+33,671
| +3% | +$1.21M | 0.03% | 518 |
|
|
2024
Q3 | $34.7M | Buy |
1,000,083
+3,186
| +0.3% | +$102K | 0.02% | 554 |
|
|
2024
Q2 | $28.7M | Sell |
996,897
-61,841
| -6% | -$1.74M | 0.02% | 573 |
|
|
2024
Q1 | $29.3M | Buy |
1,058,738
+61,389
| +6% | +$1.61M | 0.02% | 632 |
|
|
2023
Q4 | $26.5M | Buy |
997,349
+14,699
| +1% | +$378K | 0.02% | 648 |
|
|
2023
Q3 | $24.3M | Sell |
982,650
-24,027
| -2% | -$649K | 0.02% | 651 |
|
|
2023
Q2 | $27.5M | Sell |
1,006,677
-152,103
| -13% | -$4.22M | 0.02% | 635 |
|
|
2023
Q1 | $32.4M | Sell |
1,158,780
-540,937
| -32% | -$14.8M | 0.02% | 613 |
|
|
2022
Q4 | $46.6M | Sell |
1,699,717
-313,762
| -16% | -$8.25M | 0.04% | 514 |
|
|
2022
Q3 | $50.7M | Sell |
2,013,479
-269,315
| -12% | -$7.93M | 0.04% | 478 |
|
|
2022
Q2 | $67.3M | Buy |
2,282,794
+1,185,284
| +108% | +$35.9M | 0.05% | 405 |
|
|
2022
Q1 | $34.9M | Sell |
1,097,510
-35,339
| -3% | -$1.03M | 0.02% | 630 |
|
|
2021
Q4 | $31.3M | Sell |
1,132,849
-579,132
| -34% | -$14.7M | 0.02% | 655 |
|
|
2021
Q3 | $41.5M | Buy |
1,711,981
+224,477
| +15% | +$5.6M | 0.03% | 587 |
|
|
2021
Q2 | $36.4M | Buy |
1,487,504
+243,682
| +20% | +$6.2M | 0.02% | 625 |
|
|
2021
Q1 | $30M | Sell |
1,243,822
-42,914
| -3% | -$968K | 0.02% | 656 |
|
|
2020
Q4 | $29.5M | Sell |
1,286,736
-193,214
| -13% | -$4.52M | 0.02% | 654 |
|
|
2020
Q3 | $32.6M | Sell |
1,479,950
-12,775
| -0.9% | -$296K | 0.02% | 601 |
|
|
2020
Q2 | $33.9M | Buy |
1,492,725
+24,019
| +2% | +$579K | 0.02% | 591 |
|
|
2020
Q1 | $36.7M | Buy |
1,468,706
+77,694
| +6% | +$2.15M | 0.03% | 525 |
|
|
2019
Q4 | $38.7M | Buy |
1,391,012
+2,219
| +0.2% | +$60.8K | 0.03% | 552 |
|
|
2019
Q3 | $41.6M | Sell |
1,388,793
-22,107
| -2% | -$648K | 0.04% | 498 |
|
|
2019
Q2 | $40.6M | Sell |
1,410,900
-63,635
| -4% | -$1.79M | 0.04% | 498 |
|
|
2019
Q1 | $42.3M | Buy |
1,474,535
+93,662
| +7% | +$2.52M | 0.04% | 475 |
|
|
2018
Q4 | $35.2M | Buy |
1,380,873
+219,241
| +19% | +$5.66M | 0.04% | 488 |
|
|
2018
Q3 | $28.9M | Buy |
1,161,632
+164,726
| +17% | +$4.36M | 0.03% | 543 |
|
|
2018
Q2 | $26.2M | Buy |
996,906
+55,786
| +6% | +$1.37M | 0.03% | 556 |
|
|
2018
Q1 | $22.5M | Buy |
941,120
+12,654
| +1% | +$300K | 0.03% | 571 |
|
|
2017
Q4 | $23.8M | Buy |
928,466
+49,589
| +6% | +$1.32M | 0.03% | 561 |
|
|
2017
Q3 | $22.5M | Sell |
878,877
-9,967
| -1% | -$262K | 0.03% | 554 |
|
|
2017
Q2 | $22.5M | Sell |
888,844
-1,092
| -0.1% | -$27.2K | 0.03% | 544 |
|
|
2017
Q1 | $21.2M | Sell |
889,936
-63,760
| -7% | -$1.46M | 0.03% | 549 |
|
|
2016
Q4 | $21.1M | Sell |
953,696
-5,708
| -0.6% | -$127K | 0.03% | 537 |
|
|
2016
Q3 | $23.1M | Buy |
959,404
+78,711
| +9% | +$1.97M | 0.04% | 510 |
|
|
2016
Q2 | $23.4M | Buy |
+880,693
| New | +$21.1M | 0.04% | 487 |
|
|
2015
Q3 | – | Sell |
-2,137,263
| Closed | -$38.3M | – | 888 |
|
|
2015
Q2 | $38.3M | Sell |
2,137,263
-136,946
| -6% | -$2.44M | 0.07% | 323 |
|
|
2015
Q1 | $39.5M | Buy |
2,274,209
+225,906
| +11% | +$3.83M | 0.07% | 320 |
|
|
2014
Q4 | $34.9M | Sell |
2,048,303
-261,837
| -11% | -$4.26M | 0.07% | 332 |
|
|
2014
Q3 | $37.2M | Buy |
2,310,140
+341,967
| +17% | +$5.22M | 0.07% | 309 |
|
|
2014
Q2 | $30.4M | Sell |
1,968,173
-11,331
| -0.6% | -$164K | 0.06% | 366 |
|
|
2014
Q1 | $27.6M | Sell |
1,979,504
-71,924
| -4% | -$973K | 0.06% | 390 |
|
|
2013
Q4 | $26.3M | Sell |
2,051,428
-85,741
| -4% | -$1.06M | 0.05% | 402 |
|
|
2013
Q3 | $25.9M | Sell |
2,137,169
-5,156
| -0.2% | -$61.1K | 0.06% | 395 |
|
|
2013
Q2 | $23.9M | Buy |
+2,142,325
| New | +$24.8M | 0.05% | 405 |
|
Other funds holding NI
VCM
VPM
