Concentric Wealth Management, LLC Nisource Inc. Transaction History

Concentric Wealth Management, LLC

  • $376 Million
  • Q1 2024

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2021

Nov 12, 2021
SELL
$23.84 - $25.75 $202,640 - $218,875
-8,500 Closed
0 $0
Q1 2021

May 14, 2021
SELL
$21.26 - $24.36 $21,260 - $24,360
-1,000 Reduced 10.53%
8,500 $205,000
Q4 2020

Feb 10, 2021
SELL
$21.53 - $25.07 $12,573 - $14,640
-584 Reduced 5.79%
9,500 $218,000
Q2 2020

Aug 11, 2020
SELL
$22.33 - $26.85 $3,572 - $4,296
-160 Reduced 1.56%
10,084 $229,000
Q4 2019

Feb 10, 2020
BUY
$26.04 - $29.73 $266,753 - $304,554
10,244 New
10,244 $285,000

Others Institutions Holding NI

# of Institutions
667
Shares Held
409M
Call Options Held
154K
Put Options Held
97.3K
View Full List

About NISOURCE INC.

NI Quotes by TradingView
  • Ticker NI
  • Exchange NYSE
  • Sector Utilities
  • Industry Utilities—Regulated Gas
  • Shares Outstandng 405,952,992
  • Market Cap $11.6B
  • Description
  • NiSource Inc., an energy holding company, operates as a regulated natural gas and electric utility company in the United States. It operates through two segments, Gas Distribution Operations and Electric Operations. The company distributes natural gas to approximately 853,000 customers in northern Indiana, as well as approximately 2.4 million re...
More about NI
Track This Portfolio

Track Concentric Wealth Management, LLC Portfolio

Follow Concentric Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Concentric Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Concentric Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email