Rise Advisors’s NiSource NI Stock Holding History

Rise Advisors’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 Q4	–	Sell	-1,363	Closed	-$59K	–	977
2025 Q3	$59K	Buy	1,363 +9	+0.7%	+$373	0.02%	226
2025 Q2	$54.6K	Buy	1,354 +23	+2%	+$902	0.02%	223
2025 Q1	$53.4K	Buy	1,331 +25	+2%	+$963	0.02%	215
2024 Q4	$48K	Buy	1,306 +9	+0.7%	+$323	0.02%	237
2024 Q3	$44.9K	Buy	1,297 +11	+0.9%	+$351	0.02%	259
2024 Q2	$37.1K	Buy	1,286 +11	+0.9%	+$310	0.02%	302
2024 Q1	$35.3K	Buy	1,275 +13	+1%	+$342	0.02%	316
2023 Q4	$33.5K	Buy	1,262 +12	+1%	+$308	0.02%	206
2023 Q3	$30.8K	Buy	1,250 +12	+1%	+$324	0.02%	186
2023 Q2	$33.9K	Buy	1,238 +11	+0.9%	+$305	0.03%	185
2023 Q1	$34.3K	Buy	1,227 +12	+1%	+$328	0.03%	191
2022 Q4	$33.3K	Buy	1,215 +10	+0.8%	+$263	0.03%	186
2022 Q3	$30K	Buy	1,205 +9	+0.8%	+$265	0.02%	201
2022 Q2	$35K	Buy	1,196 +9	+0.8%	+$273	0.04%	173
2022 Q1	$38K	Buy	1,187 +10	+0.8%	+$290	0.03%	175
2021 Q4	$32.5K	Buy	+1,177	New	+$29.9K	0.03%	194

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

Capital International Investors

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

Norges Bank Oslo, Norway $935B AUM