Wealth Enhancement Advisory Services
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Wealth Enhancement Advisory Services’s NiSource NI Stock Holding History

Wealth Enhancement Advisory Services’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
Q2 		$2.38M Buy
50,711
+18,033
+55% +$853K ﹤0.01% 1464
2026
Q1 		$1.55M Sell
32,678
-6,786
-17% -$306K ﹤0.01% 1529
2025
Q4 		$1.65M Sell
39,464
-13,178
-25% -$563K ﹤0.01% 1626
2025
Q3 		$2.29M Buy
52,642
+1,593
+3% +$66K ﹤0.01% 1357
2025
Q2 		$2.02M Buy
51,049
+1,017
+2% +$39.9K ﹤0.01% 1344
2025
Q1 		$2.01M Buy
50,032
+10,830
+28% +$417K ﹤0.01% 1243
2024
Q4 		$1.44M Buy
39,202
+9,626
+33% +$346K ﹤0.01% 1346
2024
Q3 		$1.02M Buy
29,576
+1,479
+5% +$47.2K ﹤0.01% 1378
2024
Q2 		$809K Buy
28,097
+3,921
+16% +$111K ﹤0.01% 1378
2024
Q1 		$669K Buy
24,176
+3,723
+18% +$97.9K ﹤0.01% 1427
2023
Q4 		$543K Sell
20,453
-4,318
-17% -$111K ﹤0.01% 1453
2023
Q3 		$611K Buy
+24,771
New +$669K ﹤0.01% 1322
2017
Q4 		– Sell
-57,720
Closed -$1.49M – 163
2017
Q3 		$1.49M Buy
+57,720
New +$1.52M 0.12% 79

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