Wetzel Investment Advisors’s NiSource NI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $235K | Hold |
5,826
| – | – | 0.11% | 110 |
|
|
2025
Q1 | $234K | Sell |
5,826
-1,122
| -16% | -$45K | 0.12% | 106 |
|
|
2024
Q4 | $255K | Hold |
6,948
| – | – | 0.13% | 106 |
|
|
2024
Q3 | $241K | Hold |
6,948
| – | – | 0.12% | 109 |
|
|
2024
Q2 | $192K | Hold |
6,948
| – | – | 0.11% | 119 |
|
|
2024
Q1 | $190K | Buy |
6,948
+1,000
| +17% | +$27.4K | 0.11% | 118 |
|
|
2023
Q4 | $158K | Buy |
+5,948
| New | +$158K | 0.1% | 133 |
|