Tortoise 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-17
| Closed | -$736 | – | 1011 |
|
|
2025
Q3 | $736 | Buy |
17
+12
| +240% | +$497 | ﹤0.01% | 1116 |
|
|
2025
Q2 | $202 | Buy |
+5
| New | +$196 | ﹤0.01% | 1210 |
|
|
2022
Q2 | – | Sell |
-1,100
| Closed | -$35K | – | 745 |
|
|
2022
Q1 | $35K | Sell |
1,100
-1,100
| -50% | -$31.9K | 0.01% | 347 |
|
|
2021
Q4 | $61K | Hold |
2,200
| – | – | 0.01% | 277 |
|
|
2021
Q3 | $53K | Hold |
2,200
| – | – | 0.01% | 269 |
|
|
2021
Q2 | $54K | Sell |
2,200
-2,200
| -50% | -$56K | 0.01% | 269 |
|
|
2021
Q1 | $106K | Hold |
4,400
| – | – | 0.02% | 196 |
|
|
2020
Q4 | $101K | Hold |
4,400
| – | – | 0.02% | 192 |
|
|
2020
Q3 | $97K | Hold |
4,400
| – | – | 0.02% | 181 |
|
|
2020
Q2 | $100K | Sell |
4,400
-38
| -0.9% | -$917 | 0.03% | 178 |
|
|
2020
Q1 | $111K | Hold |
4,438
| – | – | 0.03% | 165 |
|
|
2019
Q4 | $124K | Hold |
4,438
| – | – | 0.03% | 176 |
|
|
2019
Q3 | $133K | Hold |
4,438
| – | – | 0.03% | 166 |
|
|
2019
Q2 | $128K | Hold |
4,438
| – | – | 0.03% | 174 |
|
|
2019
Q1 | $127K | Buy |
4,438
+38
| +0.9% | +$1.02K | 0.03% | 168 |
|
|
2018
Q4 | $112K | Hold |
4,400
| – | – | 0.03% | 170 |
|
|
2018
Q3 | $110K | Hold |
4,400
| – | – | 0.03% | 179 |
|
|
2018
Q2 | $116K | Hold |
4,400
| – | – | 0.03% | 171 |
|
|
2018
Q1 | $105K | Hold |
4,400
| – | – | 0.03% | 177 |
|
|
2017
Q4 | $113K | Hold |
4,400
| – | – | 0.03% | 173 |
|
|
2017
Q3 | $113K | Buy |
+4,400
| New | +$116K | 0.03% | 170 |
|
Other funds holding NI
