LI
NI icon

LRI Investments’s NiSource NI Stock Holding History

LRI Investments’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 		$26.5K Buy
558
+27
+5% +$1.28K ﹤0.01% 691
2026
Q1 		$24.8K Sell
531
-3
-0.6% -$135 ﹤0.01% 645
2025
Q4 		$22.3K Hold
534
– – ﹤0.01% 674
2025
Q3 		$23.1K Hold
534
– – ﹤0.01% 691
2025
Q2 		$21.5K Hold
534
– – ﹤0.01% 691
2025
Q1 		$21.4K Hold
534
– – ﹤0.01% 659
2024
Q4 		$19.6K Hold
534
– – ﹤0.01% 669
2024
Q3 		$19.2K Hold
534
– – ﹤0.01% 657
2024
Q2 		$15.4K Hold
534
– – ﹤0.01% 661
2024
Q1 		$14.8K Buy
+534
New +$14K ﹤0.01% 429

Other funds holding NI

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
TE
Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return
AIM
Ausbil Investment Management Sydney, Australia $221M AUM 35.27% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
CTI
Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return
HAG
HF Advisory Group Annapolis, Maryland $323M AUM 17.8% 1-Year Est. Return
SOAMC
Spirit of America Management Corp Syosset, New York $530M AUM 36.47% 1-Year Est. Return