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NewEdge Wealth’s NiSource NI Stock Holding History

NewEdge Wealth’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 		$310K Buy
7,312
+68
+0.9% +$2.88K ﹤0.01% 826
2025
Q1 		$290K Sell
7,244
-1,116
-13% -$44.7K 0.01% 779
2024
Q4 		$307K Buy
+8,360
New +$307K 0.01% 759