Veritable’s NiSource NI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-8,329
| Closed | -$228K | – | 536 |
|
|
2023
Q2 | $228K | Buy |
8,329
+394
| +5% | +$10.9K | ﹤0.01% | 799 |
|
|
2023
Q1 | $222K | Buy |
7,935
+50
| +0.6% | +$1.37K | ﹤0.01% | 797 |
|
|
2022
Q4 | $216K | Buy |
+7,885
| New | +$207K | ﹤0.01% | 781 |
|
|
2020
Q1 | – | Sell |
-10,124
| Closed | -$282K | – | 795 |
|
|
2019
Q4 | $282K | Sell |
10,124
-1,405
| -12% | -$38.5K | 0.01% | 696 |
|
|
2019
Q3 | $345K | Sell |
11,529
-382
| -3% | -$11.2K | 0.01% | 604 |
|
|
2019
Q2 | $343K | Buy |
11,911
+179
| +2% | +$5.04K | 0.01% | 609 |
|
|
2019
Q1 | $336K | Buy |
11,732
+726
| +7% | +$19.6K | 0.01% | 616 |
|
|
2018
Q4 | $279K | Buy |
11,006
+842
| +8% | +$21.7K | 0.01% | 619 |
|
|
2018
Q3 | $253K | Buy |
10,164
+604
| +6% | +$16K | 0.01% | 700 |
|
|
2018
Q2 | $251K | Buy |
9,560
+80
| +0.8% | +$1.96K | 0.01% | 699 |
|
|
2018
Q1 | $227K | Sell |
9,480
-211
| -2% | -$5K | ﹤0.01% | 713 |
|
|
2017
Q4 | $249K | Sell |
9,691
-768
| -7% | -$20.4K | 0.01% | 691 |
|
|
2017
Q3 | $268K | Sell |
10,459
-304
| -3% | -$8K | 0.01% | 640 |
|
|
2017
Q2 | $273K | Buy |
10,763
+566
| +6% | +$14.1K | 0.01% | 654 |
|
|
2017
Q1 | $243K | Sell |
10,197
-255
| -2% | -$5.83K | 0.01% | 658 |
|
|
2016
Q4 | $231K | Buy |
10,452
+2,052
| +24% | +$45.6K | 0.01% | 658 |
|
|
2016
Q3 | $203K | Buy |
8,400
+848
| +11% | +$21.2K | 0.01% | 694 |
|
|
2016
Q2 | $200K | Buy |
+7,552
| New | +$181K | 0.01% | 678 |
|
|
2015
Q3 | – | Sell |
-18,291
| Closed | -$328K | – | 738 |
|
|
2015
Q2 | $328K | Sell |
18,291
-9,167
| -33% | -$163K | 0.01% | 578 |
|
|
2015
Q1 | $476K | Sell |
27,458
-865
| -3% | -$14.7K | 0.01% | 616 |
|
|
2014
Q4 | $472K | Sell |
28,323
-1,448
| -5% | -$23.6K | 0.01% | 615 |
|
|
2014
Q3 | $479K | Buy |
29,771
+4,217
| +17% | +$64.4K | 0.01% | 618 |
|
|
2014
Q2 | $395K | Sell |
25,554
-171
| -0.7% | -$2.47K | 0.01% | 673 |
|
|
2014
Q1 | $359K | Buy |
25,725
+535
| +2% | +$7.24K | 0.01% | 674 |
|
|
2013
Q4 | $325K | Sell |
25,190
-7,376
| -23% | -$91.4K | 0.01% | 691 |
|
|
2013
Q3 | $395K | Buy |
32,566
+6,424
| +25% | +$76.1K | 0.01% | 645 |
|
|
2013
Q2 | $294K | Buy |
+26,142
| New | +$302K | 0.01% | 734 |
|
Other funds holding NI
Veritable's NI Position: Q3 2023 in Review
Veritable sold out of NiSource (NI) in Q3 2023, closing a stake of 8,329 shares — an estimated $228K sold.
Veritable first reported a position in NI in Q2 2013 and held it in 27 quarters. The position peaked at $479K in Q3 2014. 582 funds tracked by Wall St. Rank hold NI as of Q3 2023.
- Veritable reported no remaining NiSource position as of Q3 2023 after selling out during the quarter.
- Veritable sold 8,329 NiSource shares in Q3 2023, an estimated $228K.
- Veritable first reported a position in NiSource in Q2 2013 and held it in 27 quarters.
- Veritable's NiSource position peaked at $479K in Q3 2014.
- 582 funds tracked by Wall St. Rank held NiSource as of Q3 2023.
Based on Veritable's 13F filing for Q3 2023.