Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| NISOURCE INC. | 116,036.324 | reported | 20 May 2026 | tx 18+218,161−104,711 |
| 1ST SOURCE CORP | 9,139.34 | reported | 13 Feb 2026 | tx 42+9,746.37−6,285 |
| Duke Energy CORP | 8,733 | reported | 05 May 2022 | tx 9+9,090−1,154 |
Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 20 buys in history.
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 14 May 2026 | SALE | NISOURCE INC. | 10,000 | 47.19 USD | |
| 20 May 2026 | SALE | NISOURCE INC. | 2,500 | 47.43 USD | |
| 13 Feb 2026 | PURCHASE | 1ST SOURCE CORP | 51.13 | 69.14 USD | |
| 15 May 2025 | PURCHASE | 1ST SOURCE CORP | 52.81 | 62.42 USD | |
| 14 Feb 2025 | PURCHASE | 1ST SOURCE CORP | 46.77 | 66.41 USD | |
| 14 Nov 2025 | PURCHASE | 1ST SOURCE CORP | 56.92 | 61.71 USD | |
| 15 Aug 2025 | PURCHASE | 1ST SOURCE CORP | 54.09 | 61.31 USD | |
| 15 Nov 2024 | PURCHASE | 1ST SOURCE CORP | 46.43 | 66.53 USD | |
| 15 Aug 2024 | PURCHASE | 1ST SOURCE CORP | 52.27 | 57.02 USD | |
| 15 Aug 2018 | PURCHASE | 1ST SOURCE CORP | 0.54 | 0.00 USD | |
| 15 Nov 2018 | PURCHASE | 1ST SOURCE CORP | 0.64 | 0.00 USD | |
| 14 Feb 2019 | PURCHASE | 1ST SOURCE CORP | 0.71 | 0.00 USD | |
| 15 May 2019 | PURCHASE | 1ST SOURCE CORP | 0.72 | 0.00 USD | |
| 15 Aug 2019 | PURCHASE | 1ST SOURCE CORP | 0.74 | 0.00 USD | |
| 15 Nov 2019 | PURCHASE | 1ST SOURCE CORP | 0.71 | 0.00 USD | |
| 14 Feb 2020 | PURCHASE | 1ST SOURCE CORP | 0.76 | 0.00 USD | |
| 15 May 2020 | PURCHASE | 1ST SOURCE CORP | 1.91 | 0.00 USD | |
| 14 Aug 2020 | PURCHASE | 1ST SOURCE CORP | 0.96 | 0.00 USD | |
| 13 Nov 2020 | PURCHASE | 1ST SOURCE CORP | 0.98 | 0.00 USD | |
| 12 Feb 2021 | PURCHASE | 1ST SOURCE CORP | 42.33 | 0.00 USD | |
| 14 May 2021 | PURCHASE | 1ST SOURCE CORP | 29.64 | 48.06 USD | |
| 13 Aug 2021 | PURCHASE | 1ST SOURCE CORP | 35.23 | 47.56 USD | |
| 12 Nov 2021 | PURCHASE | 1ST SOURCE CORP | 34.65 | 50.84 USD | |
| 16 Feb 2022 | PURCHASE | 1ST SOURCE CORP | 36.38 | 48.72 USD | |
| 13 May 2022 | PURCHASE | 1ST SOURCE CORP | 40.22 | 44.35 USD |