Consolidated Planning Corp’s NiSource NI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.3M Buy
106,517
+4,345
+4% +$175K 0.54% 65
2025
Q1
$4.1M Buy
+102,172
New +$4.1M 0.56% 64