Systematic Financial Management’s NiSource NI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-8,669	Closed	-$242K	–	282
2023 Q1	$242K	Buy	+8,669	New	+$242K	0.01%	227
2013 Q4	–	Sell	-2,234,446	Closed	-$27.1M	–	678
2013 Q3	$27.1M	Sell	2,234,446 -5,655,662	-72%	-$68.6M	0.21%	117
2013 Q2	$88.8M	Buy	+7,890,108	New	+$88.8M	0.76%	42