Zurich Cantonal Bank’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 | $19.9M | Buy |
426,885
+116,395
| +37% | +$5.24M | 0.04% | 341 |
|
|
2025
Q4 | $13M | Hold |
310,490
| – | – | 0.04% | 440 |
|
|
2025
Q3 | $13.4M | Buy |
310,490
+475
| +0.2% | +$19.7K | 0.03% | 412 |
|
|
2025
Q2 | $12.5M | Buy |
310,015
+67,187
| +28% | +$2.63M | 0.03% | 415 |
|
|
2025
Q1 | $9.73M | Sell |
242,828
-9,370
| -4% | -$361K | 0.03% | 456 |
|
|
2024
Q4 | $9.27M | Sell |
252,198
-86,887
| -26% | -$3.12M | 0.03% | 450 |
|
|
2024
Q3 | $11.7M | Buy |
339,085
+102,658
| +43% | +$3.28M | 0.04% | 391 |
|
|
2024
Q2 | $6.81M | Hold |
236,427
| – | – | 0.02% | 481 |
|
|
2024
Q1 | $6.54M | Sell |
236,427
-122,972
| -34% | -$3.23M | 0.02% | 490 |
|
|
2023
Q4 | $9.54M | Buy |
359,399
+2,637
| +0.7% | +$67.8K | 0.04% | 403 |
|
|
2023
Q3 | $8.8M | Buy |
356,762
+81,135
| +29% | +$2.19M | 0.04% | 372 |
|
|
2023
Q2 | $7.54M | Buy |
275,627
+40,378
| +17% | +$1.12M | 0.03% | 416 |
|
|
2023
Q1 | $6.58M | Buy |
235,249
+111,567
| +90% | +$3.05M | 0.03% | 430 |
|
|
2022
Q4 | $3.39M | Sell |
123,682
-94,370
| -43% | -$2.48M | 0.02% | 557 |
|
|
2022
Q3 | $5.49M | Buy |
218,052
+95,177
| +77% | +$2.8M | 0.03% | 446 |
|
|
2022
Q2 | $3.62M | Buy |
122,875
+3,709
| +3% | +$112K | 0.02% | 551 |
|
|
2022
Q1 | $3.79M | Buy |
119,166
+8,565
| +8% | +$249K | 0.02% | 580 |
|
|
2021
Q4 | $3.05M | Sell |
110,601
-18,599
| -14% | -$473K | 0.01% | 641 |
|
|
2021
Q3 | $3.13M | Buy |
129,200
+266
| +0.2% | +$6.63K | 0.02% | 642 |
|
|
2021
Q2 | $3.16M | Sell |
128,934
-826
| -0.6% | -$21K | 0.02% | 611 |
|
|
2021
Q1 | $3.13M | Sell |
129,760
-19,927
| -13% | -$449K | 0.02% | 602 |
|
|
2020
Q4 | $3.43M | Sell |
149,687
-265,543
| -64% | -$6.21M | 0.02% | 583 |
|
|
2020
Q3 | $9.13M | Sell |
415,230
-99,500
| -19% | -$2.31M | 0.06% | 276 |
|
|
2020
Q2 | $11.7M | Buy |
514,730
+400,289
| +350% | +$9.66M | 0.1% | 193 |
|
|
2020
Q1 | $2.86M | Buy |
114,441
+35,792
| +46% | +$989K | 0.03% | 510 |
|
|
2019
Q4 | $2.19M | Hold |
78,649
| – | – | 0.02% | 653 |
|
|
2019
Q3 | $2.35M | Buy |
78,649
+2,936
| +4% | +$86.1K | 0.02% | 617 |
|
|
2019
Q2 | $2.18M | Hold |
75,713
| – | – | 0.02% | 625 |
|
|
2019
Q1 | $2.17M | Hold |
75,713
| – | – | 0.02% | 613 |
|
|
2018
Q4 | $1.92M | Buy |
75,713
+4,629
| +7% | +$119K | 0.02% | 623 |
|
|
2018
Q3 | $1.77M | Buy |
71,084
+6,803
| +11% | +$180K | 0.02% | 684 |
|
|
2018
Q2 | $1.69M | Sell |
64,281
-7,831
| -11% | -$192K | 0.02% | 695 |
|
|
2018
Q1 | $1.72M | Sell |
72,112
-37,344
| -34% | -$884K | 0.02% | 678 |
|
|
2017
Q4 | $2.81M | Buy |
109,456
+1,257
| +1% | +$33.4K | 0.03% | 546 |
|
|
2017
Q3 | $2.77M | Buy |
108,199
+48,165
| +80% | +$1.27M | 0.03% | 543 |
|
|
2017
Q2 | $1.52M | Sell |
60,034
-209,219
| -78% | -$5.21M | 0.02% | 703 |
|
|
2017
Q1 | $6.41M | Buy |
269,253
+14,970
| +6% | +$343K | 0.06% | 331 |
|
|
2016
Q4 | $5.63M | Buy |
254,283
+199,985
| +368% | +$4.45M | 0.06% | 363 |
|
|
2016
Q3 | $1.31M | Sell |
54,298
-90,330
| -62% | -$2.26M | 0.01% | 713 |
|
|
2016
Q2 | $3.84M | Buy |
144,628
+136,516
| +1,683% | +$3.28M | 0.05% | 383 |
|
|
2016
Q1 | $191K | Hold |
8,112
| – | – | ﹤0.01% | 931 |
|
|
2015
Q4 | $158K | Buy |
8,112
+4,512
| +125% | +$86.8K | ﹤0.01% | 976 |
|
|
2015
Q3 | $67K | Sell |
3,600
-103,371
| -97% | -$1.77M | ﹤0.01% | 1021 |
|
|
2015
Q2 | $1.92M | Sell |
106,971
-19,895
| -16% | -$354K | 0.03% | 541 |
|
|
2015
Q1 | $2.2M | Buy |
126,866
+28,512
| +29% | +$483K | 0.03% | 498 |
|
|
2014
Q4 | $1.64M | Buy |
98,354
+36,857
| +60% | +$600K | 0.05% | 437 |
|
|
2014
Q3 | $990K | Hold |
61,497
| – | – | 0.03% | 524 |
|
|
2014
Q2 | $951K | Buy |
61,497
+6,019
| +11% | +$87K | 0.03% | 571 |
|
|
2014
Q1 | $775K | Buy |
55,478
+8,818
| +19% | +$119K | 0.02% | 585 |
|
|
2013
Q4 | $603K | Buy |
46,660
+5,009
| +12% | +$62.1K | 0.02% | 588 |
|
|
2013
Q3 | $506K | Hold |
41,651
| – | – | 0.02% | 595 |
|
|
2013
Q2 | $469K | Buy |
+41,651
| New | +$482K | 0.02% | 590 |
|
Other funds holding NI
VCM
VPM
