EWA
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EP Wealth Advisors’s NiSource NI Stock Holding History

EP Wealth Advisors’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 		$541K Buy
13,412
+1,242
+10% +$50.1K ﹤0.01% 755
2025
Q1 		$488K Sell
12,170
-2,263
-16% -$90.7K ﹤0.01% 714
2024
Q4 		$531K Buy
14,433
+334
+2% +$12.3K ﹤0.01% 675
2024
Q3 		$489K Buy
+14,099
New +$489K ﹤0.01% 703