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SVB Wealth’s NiSource NI Stock Holding History

SVB 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 		$3.33M Buy
82,573
+7,468
+10% +$301K 0.18% 118
2025
Q1 		$3.01M Buy
75,105
+57,705
+332% +$2.31M 0.12% 92
2024
Q4 		$640K Buy
+17,400
New +$640K 0.01% 385