Wealth Enhancement Advisory Services’s NiSource NI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.02M | Buy |
51,049
+1,017
| +2% | +$40.2K | ﹤0.01% | 1341 |
|
|
2025
Q1 | $2.01M | Buy |
50,032
+10,830
| +28% | +$434K | ﹤0.01% | 1241 |
|
|
2024
Q4 | $1.44M | Buy |
39,202
+9,626
| +33% | +$354K | ﹤0.01% | 1339 |
|
|
2024
Q3 | $1.02M | Buy |
29,576
+1,479
| +5% | +$51.2K | ﹤0.01% | 1369 |
|
|
2024
Q2 | $809K | Buy |
28,097
+3,921
| +16% | +$113K | ﹤0.01% | 1377 |
|
|
2024
Q1 | $669K | Buy |
24,176
+3,723
| +18% | +$103K | ﹤0.01% | 1427 |
|
|
2023
Q4 | $543K | Sell |
20,453
-4,318
| -17% | -$115K | ﹤0.01% | 1451 |
|
|
2023
Q3 | $611K | Buy |
+24,771
| New | +$611K | ﹤0.01% | 1321 |
|
|
2017
Q4 | – | Sell |
-57,720
| Closed | -$1.49M | – | 163 |
|
|
2017
Q3 | $1.49M | Buy |
+57,720
| New | +$1.49M | 0.12% | 79 |
|