AAS
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Annex Advisory Services’s NiSource NI Stock Holding History

Annex Advisory Services’s Portfolio NI Stock Details NI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$658K Buy
16,301
+400
+3% +$16.1K 0.02% 191
2025
Q1 		$637K Hold
15,901
– – 0.02% 196
2024
Q4 		$585K Buy
+15,901
New +$585K 0.02% 198