Crewe Advisors’s NiSource NI Stock Holding History

Crewe Advisors’s Portfolio NI Stock Details NI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$28.4K	Hold	609	–	–	﹤0.01%	451
2025 Q4	$25.4K	Hold	609	–	–	﹤0.01%	447
2025 Q3	$26.4K	Sell	609 -30	-5%	-$1.24K	﹤0.01%	451
2025 Q2	$25.8K	Buy	639 +304	+91%	+$11.9K	﹤0.01%	342
2025 Q1	$13.4K	Hold	335	–	–	﹤0.01%	396
2024 Q4	$12.3K	Sell	335 -787	-70%	-$28.3K	﹤0.01%	407
2024 Q3	$38.9K	Hold	1,122	–	–	﹤0.01%	323
2024 Q2	$32.3K	Hold	1,122	–	–	﹤0.01%	455
2024 Q1	$31K	Buy	+1,122	New	+$29.5K	﹤0.01%	430
2023 Q4	–	Sell	-335	Closed	-$8.27K	–	602
2023 Q3	$8.27K	Hold	335	–	–	﹤0.01%	261
2023 Q2	$9.16K	Hold	335	–	–	﹤0.01%	417
2023 Q1	$9.37K	Sell	335 -129	-28%	-$3.53K	﹤0.01%	560
2022 Q4	$12.7K	Sell	464 -63	-12%	-$1.66K	﹤0.01%	506
2022 Q3	$13K	Buy	527 +398	+309%	+$11.7K	﹤0.01%	586
2022 Q2	$4K	Buy	+129	New	+$3.91K	﹤0.01%	826

Other funds holding NI

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

T. Rowe Price Investment Management

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Jennison Associates

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return