HWAM
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Hennion & Walsh Asset Management’s NiSource NI Stock Holding History

Hennion & Walsh Asset Management’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 		$5.21M Sell
109,511
-271
-0.2% -$12.8K 0.15% 184
2026
Q1 		$5.12M Buy
109,782
+18,173
+20% +$819K 0.17% 142
2025
Q4 		$3.83M Buy
91,609
+750
+0.8% +$32K 0.13% 196
2025
Q3 		$3.93M Buy
90,859
+1,659
+2% +$68.7K 0.14% 178
2025
Q2 		$3.6M Buy
89,200
+3,582
+4% +$140K 0.15% 174
2025
Q1 		$3.43M Buy
85,618
+14,272
+20% +$550K 0.15% 173
2024
Q4 		$2.62M Buy
71,346
+10,095
+16% +$362K 0.12% 217
2024
Q3 		$2.12M Buy
61,251
+13,171
+27% +$420K 0.1% 265
2024
Q2 		$1.39M Buy
48,080
+19,343
+67% +$546K 0.07% 348
2024
Q1 		$795K Sell
28,737
-3,415
-11% -$89.8K 0.04% 476
2023
Q4 		$854K Sell
32,152
-4,629
-13% -$119K 0.05% 440
2023
Q3 		$908K Sell
36,781
-13,740
-27% -$371K 0.06% 381
2023
Q2 		$1.38M Sell
50,521
-8,529
-14% -$237K 0.08% 296
2023
Q1 		$1.65M Sell
59,050
-12,054
-17% -$330K 0.1% 242
2022
Q4 		$1.95M Buy
71,104
+9,971
+16% +$262K 0.12% 213
2022
Q3 		$1.54M Buy
61,133
+6,635
+12% +$195K 0.1% 237
2022
Q2 		$1.61M Buy
54,498
+6,753
+14% +$205K 0.1% 234
2022
Q1 		$1.52M Buy
47,745
+14,166
+42% +$411K 0.08% 263
2021
Q4 		$927K Buy
33,579
+12,065
+56% +$307K 0.05% 375
2021
Q3 		$521K Buy
21,514
+2,261
+12% +$56.4K 0.03% 510
2021
Q2 		$472K Buy
19,253
+2,707
+16% +$68.8K 0.03% 537
2021
Q1 		$399K Buy
+16,546
New +$373K 0.02% 539

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