SWP
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Stratos Wealth Partners’s NiSource NI Stock Holding History

Stratos Wealth 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
2026
Q1 		$225K Buy
+4,818
New +$217K ﹤0.01% 1475
2025
Q4 		– Sell
-4,626
Closed -$200K – 1636
2025
Q3 		$200K Buy
+4,626
New +$192K ﹤0.01% 1473
2025
Q2 		– Sell
-5,177
Closed -$208K – 1463
2025
Q1 		$208K Buy
+5,177
New +$199K ﹤0.01% 1259
2018
Q4 		– Sell
-2,321
Closed -$58K – 1901
2018
Q3 		$58K Buy
+2,321
New +$61.4K ﹤0.01% 1389
2018
Q2 		– Sell
-2,263
Closed -$54K – 2012
2018
Q1 		$54K Sell
2,263
-59
-3% -$1.4K ﹤0.01% 1534
2017
Q4 		$60K Buy
+2,322
New +$61.7K ﹤0.01% 1429
2015
Q2 		– Sell
-12,529
Closed -$217K – 587
2015
Q1 		$217K Buy
+12,529
New +$212K 0.03% 529

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VPM
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
JP Morgan Chase
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