Proficio Capital Partners’s NiSource NI Stock Holding History

Proficio Capital Partners’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
2025 Q3	–	Sell	-9,733	Closed	-$393K	–	355
2025 Q2	$393K	Buy	9,733 +3,824	+65%	+$150K	0.02%	284
2025 Q1	$237K	Buy	+5,909	New	+$228K	0.02%	338
2019 Q3	–	Sell	-524	Closed	-$15K	–	1040
2019 Q2	$15K	Sell	524 -3	-0.6%	-$85	0.01%	804
2019 Q1	$15K	Buy	527 +7	+1%	+$189	0.01%	754
2018 Q4	$13K	Hold	520	–	–	0.01%	668
2018 Q3	$13K	Hold	520	–	–	0.01%	733
2018 Q2	$14K	Hold	520	–	–	0.01%	713
2018 Q1	$12K	Buy	520 +221	+74%	+$5.23K	﹤0.01%	765
2017 Q4	$8K	Hold	299	–	–	﹤0.01%	880
2017 Q3	$8K	Sell	299 -67	-18%	-$1.76K	﹤0.01%	857
2017 Q2	$10K	Buy	366 +83	+29%	+$2.07K	﹤0.01%	797
2017 Q1	$7K	Buy	283 +98	+53%	+$2.24K	﹤0.01%	906
2016 Q4	$4K	Buy	+185	New	+$4.12K	﹤0.01%	793

Other funds holding NI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

T. Rowe Price Investment Management

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Jennison Associates

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return