Financial Management Professionals’s NiSource NI Stock Holding History

Financial Management Professionals’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 Q2	$6.94K	Buy	146 +27	+23%	+$1.28K	﹤0.01%	643
2026 Q1	$5.55K	Hold	119	–	–	﹤0.01%	609
2025 Q4	$4.97K	Sell	119 -8	-6%	-$342	﹤0.01%	628
2025 Q3	$5.5K	Sell	127 -2	-2%	-$83	﹤0.01%	591
2025 Q2	$5.2K	Hold	129	–	–	﹤0.01%	622
2025 Q1	$5.17K	Buy	129 +93	+258%	+$3.58K	﹤0.01%	631
2024 Q4	$1.32K	Buy	36 +8	+29%	+$287	﹤0.01%	778
2024 Q3	$1K	Hold	28	–	–	﹤0.01%	853
2024 Q2	$1K	Sell	28 -36	-56%	-$1.01K	﹤0.01%	813
2024 Q1	$2K	Hold	64	–	–	﹤0.01%	761
2023 Q4	$2K	Hold	64	–	–	﹤0.01%	761
2023 Q3	$2K	Hold	64	–	–	﹤0.01%	718
2023 Q2	$2K	Hold	64	–	–	﹤0.01%	751
2023 Q1	$2K	Hold	64	–	–	﹤0.01%	807
2022 Q4	$2K	Hold	64	–	–	﹤0.01%	750
2022 Q3	$2K	Hold	64	–	–	﹤0.01%	754
2022 Q2	$2K	Sell	64 -15	-19%	-$454	﹤0.01%	763
2022 Q1	$3K	Hold	79	–	–	﹤0.01%	728
2021 Q4	$2K	Hold	79	–	–	﹤0.01%	736
2021 Q3	$2K	Hold	79	–	–	﹤0.01%	732
2021 Q2	$2K	Buy	+79	New	+$2.01K	﹤0.01%	693

Other funds holding NI

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return

Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return

Ausbil Investment Management Sydney, Australia $221M AUM 35.27% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return

HF Advisory Group Annapolis, Maryland $323M AUM 17.8% 1-Year Est. Return