Valeo Financial Advisors’s NiSource NI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $792K | Sell |
16,656
-185
| -1% | -$8.76K | 0.02% | 341 |
|
|
2026
Q1 | $786K | Sell |
16,841
-1,617
| -9% | -$72.8K | 0.02% | 306 |
|
|
2025
Q4 | $771K | Sell |
18,458
-48
| -0.3% | -$2.05K | 0.02% | 361 |
|
|
2025
Q3 | $801K | Buy |
18,506
+19
| +0.1% | +$787 | 0.02% | 356 |
|
|
2025
Q2 | $746K | Buy |
18,487
+402
| +2% | +$15.8K | 0.02% | 361 |
|
|
2025
Q1 | $725K | Buy |
18,085
+8,103
| +81% | +$312K | 0.02% | 325 |
|
|
2024
Q4 | $367K | Buy |
9,982
+56
| +0.6% | +$2.01K | 0.01% | 482 |
|
|
2024
Q3 | $344K | Sell |
9,926
-1,395
| -12% | -$44.5K | 0.01% | 501 |
|
|
2024
Q2 | $326K | Sell |
11,321
-360
| -3% | -$10.2K | 0.01% | 495 |
|
|
2024
Q1 | $329K | Sell |
11,681
-2,438
| -17% | -$64.1K | 0.01% | 472 |
|
|
2023
Q4 | $375K | Buy |
14,119
+5,686
| +67% | +$146K | 0.02% | 426 |
|
|
2023
Q3 | $208K | Buy |
8,433
+338
| +4% | +$9.13K | 0.01% | 560 |
|
|
2023
Q2 | $221K | Buy |
8,095
+2
| +0% | +$56 | 0.01% | 514 |
|
|
2023
Q1 | $226K | Buy |
8,093
+2
| +0% | +$55 | 0.01% | 521 |
|
|
2022
Q4 | $222K | Buy |
+8,091
| New | +$213K | 0.01% | 459 |
|
|
2021
Q2 | – | Sell |
-6,089
| Closed | -$147K | – | 1339 |
|
|
2021
Q1 | $147K | Buy |
6,089
+164
| +3% | +$3.7K | 0.01% | 516 |
|
|
2020
Q4 | $136K | Buy |
5,925
+2
| +0% | +$47 | 0.01% | 497 |
|
|
2020
Q3 | $130K | Buy |
5,923
+2,084
| +54% | +$48.4K | 0.01% | 419 |
|
|
2020
Q2 | $87K | Sell |
3,839
-385
| -9% | -$9.29K | 0.01% | 545 |
|
|
2020
Q1 | $112K | Sell |
4,224
-400
| -9% | -$11.1K | 0.01% | 400 |
|
|
2019
Q4 | $129K | Buy |
4,624
+84
| +2% | +$2.3K | 0.01% | 407 |
|
|
2019
Q3 | $136K | Sell |
4,540
-400
| -8% | -$11.7K | 0.02% | 364 |
|
|
2019
Q2 | $142K | Buy |
4,940
+476
| +11% | +$13.4K | 0.02% | 363 |
|
|
2019
Q1 | $128K | Hold |
4,464
| – | – | 0.02% | 364 |
|
|
2018
Q4 | $113K | Sell |
4,464
-24
| -0.5% | -$619 | 0.02% | 354 |
|
|
2018
Q3 | $114K | Sell |
4,488
-105
| -2% | -$2.78K | 0.02% | 375 |
|
|
2018
Q2 | $123K | Buy |
4,593
+685
| +18% | +$16.8K | 0.02% | 365 |
|
|
2018
Q1 | $93K | Buy |
3,908
+1,000
| +34% | +$23.7K | 0.01% | 383 |
|
|
2017
Q4 | $75K | Sell |
2,908
-1,553
| -35% | -$41.2K | 0.01% | 397 |
|
|
2017
Q3 | $114K | Buy |
+4,461
| New | +$117K | 0.03% | 274 |
|
Other funds holding NI
Valeo Financial Advisors's NI Position: Q2 2026 in Review
Valeo Financial Advisors reduced its NiSource (NI) stake by 1.1% in Q2 2026, selling an estimated $8.76K and leaving 16,656 shares worth $792K. The position accounts for 0.02% of the portfolio, ranked #341.
Valeo Financial Advisors first reported a position in NI in Q3 2017 and has held it in 30 quarters since. The position peaked at $801K in Q3 2025. 912 funds tracked by Wall St. Rank hold NI as of Q2 2026.
- Valeo Financial Advisors held 16,656 shares of NiSource worth $792K as of Q2 2026.
- Valeo Financial Advisors sold 185 NiSource shares in Q2 2026, an estimated $8.76K.
- NiSource made up 0.02% of Valeo Financial Advisors's portfolio in Q2 2026, its #341 holding.
- Valeo Financial Advisors first reported a position in NiSource in Q3 2017 and has held it in 30 quarters since.
- Valeo Financial Advisors's NiSource position peaked at $801K in Q3 2025.
- 912 funds tracked by Wall St. Rank held NiSource as of Q2 2026.
Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.