Summit Global Investments’s NiSource NI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.8M | Buy |
266,698
+213,917
| +405% | +$8.63M | 0.63% | 26 |
|
|
2025
Q1 | $2.12M | Sell |
52,781
-56,991
| -52% | -$2.28M | 0.15% | 83 |
|
|
2024
Q4 | $4.04M | Buy |
+109,772
| New | +$4.04M | 0.25% | 87 |
|
|
2023
Q4 | – | Sell |
-103,838
| Closed | -$2.56M | – | 567 |
|
|
2023
Q3 | $2.56M | Buy |
103,838
+898
| +0.9% | +$22.2K | 0.17% | 115 |
|
|
2023
Q2 | $2.82M | Sell |
102,940
-3,510
| -3% | -$96K | 0.19% | 114 |
|
|
2023
Q1 | $2.98M | Buy |
+106,450
| New | +$2.98M | 0.23% | 104 |
|
|
2022
Q4 | – | Sell |
-256,544
| Closed | -$6.46M | – | 478 |
|
|
2022
Q3 | $6.46M | Sell |
256,544
-72,133
| -22% | -$1.82M | 0.6% | 44 |
|
|
2022
Q2 | $9.69M | Buy |
+328,677
| New | +$9.69M | 0.85% | 29 |
|