Holistic Financial Partners Nisource Inc. Transaction History

Holistic Financial Partners

$197 Million
Q4 2024

A detailed history of Holistic Financial Partners transactions in Nisource Inc. stock. As of the latest transaction made, Holistic Financial Partners holds 14,830 shares of NI stock, worth $580,001. This represents 0.28% of its overall portfolio holdings.

Number of Shares

14,830

Previous 15,340 3.32%

Holding current value

$580,001

Previous $531,000 2.64%

% of portfolio

0.28%

Previous 0.26%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 04, 2025	SELL	$33.74 - $38.25 $17,207 - $19,507	-510 Reduced 3.32%	14,830 $545,000
Q3 2024 Nov 07, 2024	BUY	$28.54 - $34.64 $1,369 - $1,662	48 Added 0.31%	15,340 $531,000
Q2 2024 Jul 30, 2024	SELL	$26.56 - $29.23 $3,373 - $3,712	-127 Reduced 0.82%	15,292 $440,000
Q1 2024 May 08, 2024	BUY	$25.06 - $27.66 $375 - $414	15 Added 0.1%	15,419 $426,000
Q4 2023 Feb 12, 2024	BUY	$23.18 - $27.03 $2,086 - $2,432	90 Added 0.59%	15,404 $408,000
Q1 2023 May 04, 2023	BUY	$25.98 - $27.96 $3,663 - $3,942	141 Added 0.93%	15,314 $428,000
Q4 2022 Feb 07, 2023	BUY	$24.15 - $28.08 $3,211 - $3,734	133 Added 0.88%	15,173 $416,000
Q3 2022 Nov 09, 2022	BUY	$25.19 - $121.66 $2,821 - $13,625	112 Added 0.75%	15,040 $379,000
Q2 2022 Aug 02, 2022	BUY	$26.66 - $32.46 $3,039 - $3,700	114 Added 0.77%	14,928 $440,000
Q1 2022 May 13, 2022	BUY	$27.04 - $31.8 $3,298 - $3,879	122 Added 0.83%	14,814 $471,000
Q4 2021 Feb 11, 2022	BUY	$24.3 - $27.7 $3,086 - $3,517	127 Added 0.87%	14,692 $406,000
Q3 2021 Nov 12, 2021	BUY	$23.84 - $25.75 $2,956 - $3,193	124 Added 0.86%	14,565 $353,000
Q2 2021 Aug 13, 2021	BUY	$24.07 - $26.47 $3,008 - $3,308	125 Added 0.87%	14,441 $354,000
Q1 2021 May 11, 2021	BUY	$21.26 - $24.36 $2,997 - $3,434	141 Added 0.99%	14,316 $345,000
Q4 2020 Feb 10, 2021	BUY	$21.53 - $25.07 $2,626 - $3,058	122 Added 0.87%	14,175 $325,000
Q3 2020 Nov 13, 2020	BUY	$21.39 - $24.81 $2,716 - $3,150	127 Added 0.91%	14,053 $309,000
Q2 2020 Aug 13, 2020	BUY	$22.33 - $26.85 $2,768 - $3,329	124 Added 0.9%	13,926 $317,000
Q1 2020 May 05, 2020	BUY	$20.86 - $30.21 $2,002 - $2,900	96 Added 0.7%	13,802 $345,000
Q4 2019 Feb 06, 2020	BUY	$26.04 - $29.73 $2,708 - $3,091	104 Added 0.76%	13,706 $382,000
Q3 2019 Nov 07, 2019	BUY	$27.63 - $30.56 $375,823 - $415,677	13,602 New	13,602 $407,000
Q2 2019 Aug 07, 2019	SELL	$27.3 - $29.44 $366,229 - $394,937	-13,415 Closed	0 $0
Q1 2019 May 07, 2019	BUY	$25.07 - $28.82 $2,557 - $2,939	102 Added 0.77%	13,415 $384,000
Q4 2018 Feb 11, 2019	BUY	$24.31 - $27.62 $2,431 - $2,762	100 Added 0.76%	13,313 $337,000
Q3 2018 Nov 05, 2018	BUY	$24.56 - $28.08 $2,308 - $2,639	94 Added 0.72%	13,213 $329,000
Q2 2018 Aug 14, 2018	BUY	$23.27 - $26.28 $2,443 - $2,759	105 Added 0.81%	13,119 $345,000
Q1 2018 May 14, 2018	BUY	$22.51 - $25.36 $2,431 - $2,738	108 Added 0.84%	13,014 $311,000
Q4 2017 Feb 09, 2018	BUY	$24.66 - $27.58 $318,261 - $355,947	12,906	12,906 $331,000

Others Institutions Holding NI

# of Institutions

805

Shares Held

427M

Call Options Held

333K

Put Options Held

55.7K

View Full List

About NISOURCE INC.

Ticker NI
Exchange NYSE
Sector Utilities
Industry Utilities—Regulated Gas
Shares Outstandng 405,952,992
Market Cap $15.9B
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...

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Holistic Financial Partners Nisource Inc. Transaction History