Vaughan David 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 | $52.9M | Sell |
1,311,175
-22,143
| -2% | -$893K | 1.18% | 26 |
|
|
2025
Q1 | $53.5M | Buy |
1,333,318
+2,102
| +0.2% | +$84.3K | 1.25% | 21 |
|
|
2024
Q4 | $48.9M | Buy |
1,331,216
+11,270
| +0.9% | +$414K | 1.16% | 27 |
|
|
2024
Q3 | $45.7M | Buy |
1,319,946
+30,541
| +2% | +$1.06M | 1.05% | 45 |
|
|
2024
Q2 | $37.1M | Buy |
1,289,405
+45,055
| +4% | +$1.3M | 0.94% | 57 |
|
|
2024
Q1 | $34.4M | Buy |
+1,244,350
| New | +$34.4M | 0.86% | 69 |
|