HF Advisory Group’s NiSource NI Stock Holding History

HF Advisory Group’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	$3.3M	Buy	69,432 +4,312	+7%	+$204K	1.02%	36
2026 Q1	$3.04M	Buy	65,120 +5,839	+10%	+$263K	1.04%	33
2025 Q4	$2.48M	Buy	59,281 +4,703	+9%	+$201K	0.86%	41
2025 Q3	$2.36M	Buy	54,578 +4,030	+8%	+$167K	0.87%	43
2025 Q2	$2.04M	Buy	50,548 +6,910	+16%	+$271K	0.81%	46
2025 Q1	$1.75M	Sell	43,638 -1,884	-4%	-$72.6K	0.76%	46
2024 Q4	$1.67M	Sell	45,522 -14,225	-24%	-$511K	0.77%	45
2024 Q3	$2.07M	Buy	59,747 +536	+0.9%	+$17.1K	0.96%	32
2024 Q2	$1.71M	Sell	59,211 -1,525	-3%	-$43K	0.88%	39
2024 Q1	$1.68M	Buy	60,736 +2,024	+3%	+$53.2K	0.94%	35
2023 Q4	$1.56M	Buy	+58,712	New	+$1.51M	1%	34

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

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

Spirit of America Management Corp Syosset, New York $530M AUM 36.47% 1-Year Est. Return

Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return