Wealthfront Advisers’s NiSource NI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $5.3M | Buy |
113,599
+19,547
| +21% | +$881K | 0.01% | 405 |
|
|
2025
Q4 | $3.93M | Sell |
94,052
-339
| -0.4% | -$14.5K | 0.01% | 456 |
|
|
2025
Q3 | $4.09M | Sell |
94,391
-17,226
| -15% | -$713K | 0.01% | 431 |
|
|
2025
Q2 | $4.5M | Buy |
111,617
+2,488
| +2% | +$97.6K | 0.01% | 398 |
|
|
2025
Q1 | $4.37M | Buy |
109,129
+15,037
| +16% | +$579K | 0.01% | 386 |
|
|
2024
Q4 | $3.46M | Buy |
94,092
+69,816
| +288% | +$2.51M | 0.01% | 404 |
|
|
2024
Q3 | $841K | Buy |
24,276
+2,452
| +11% | +$78.2K | ﹤0.01% | 678 |
|
|
2024
Q2 | $629K | Buy |
21,824
+5,381
| +33% | +$152K | ﹤0.01% | 706 |
|
|
2024
Q1 | $455K | Buy |
16,443
+1,671
| +11% | +$43.9K | ﹤0.01% | 741 |
|
|
2023
Q4 | $392K | Sell |
14,772
-2,996
| -17% | -$77K | ﹤0.01% | 754 |
|
|
2023
Q3 | $439K | Sell |
17,768
-6,075
| -25% | -$164K | ﹤0.01% | 715 |
|
|
2023
Q2 | $652K | Buy |
23,843
+1,069
| +5% | +$29.7K | ﹤0.01% | 634 |
|
|
2023
Q1 | $637K | Sell |
22,774
-4,157
| -15% | -$114K | ﹤0.01% | 615 |
|
|
2022
Q4 | $738K | Sell |
26,931
-85,733
| -76% | -$2.25M | ﹤0.01% | 563 |
|
|
2022
Q3 | $2.84M | Buy |
112,664
+46,523
| +70% | +$1.37M | 0.02% | 285 |
|
|
2022
Q2 | $1.95M | Sell |
66,141
-28,235
| -30% | -$855K | 0.01% | 389 |
|
|
2022
Q1 | $3M | Buy |
94,376
+79,899
| +552% | +$2.32M | 0.01% | 308 |
|
|
2021
Q4 | $399K | Buy |
+14,477
| New | +$368K | ﹤0.01% | 633 |
|
|
2021
Q3 | – | Sell |
-20,391
| Closed | -$500K | – | 697 |
|
|
2021
Q2 | $500K | Buy |
+20,391
| New | +$519K | ﹤0.01% | 522 |
|
|
2020
Q2 | – | Sell |
-38,727
| Closed | -$967K | – | 505 |
|
|
2020
Q1 | $967K | Sell |
38,727
-5,588
| -13% | -$154K | 0.01% | 299 |
|
|
2019
Q4 | $1.23M | Sell |
44,315
-8,377
| -16% | -$230K | 0.01% | 282 |
|
|
2019
Q3 | $1.58M | Buy |
52,692
+4,693
| +10% | +$138K | 0.01% | 207 |
|
|
2019
Q2 | $1.38M | Buy |
47,999
+900
| +2% | +$25.4K | 0.01% | 212 |
|
|
2019
Q1 | $1.35M | Buy |
47,099
+5,759
| +14% | +$155K | 0.01% | 206 |
|
|
2018
Q4 | $1.05M | Buy |
+41,340
| New | +$1.07M | 0.01% | 232 |
|
Other funds holding NI
VCM
VPM
