MWM
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Moran Wealth Management’s NiSource NI Stock Holding History

Moran Wealth Management’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 		$4.05M Buy
100,412
+2,942
+3% +$119K 0.12% 212
2025
Q1 		$3.91M Buy
97,470
+4,801
+5% +$192K 0.13% 208
2024
Q4 		$3.41M Buy
92,669
+4,139
+5% +$152K 0.11% 212
2024
Q3 		$3.07M Buy
+88,530
New +$3.07M 0.09% 225