West Branch Capital’s NiSource NI Stock Holding History

West Branch Capital’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	$9.9K	Buy	208 +1	+0.5%	+$47	﹤0.01%	234
2026 Q1	$9.65K	Sell	207 -399	-66%	-$18K	﹤0.01%	229
2025 Q4	$25.3K	Buy	606 +2	+0.3%	+$85	0.01%	177
2025 Q3	$26.2K	Buy	604 +1	+0.2%	+$41	0.01%	188
2025 Q2	$24.3K	Buy	603 +2	+0.3%	+$78	0.01%	196
2025 Q1	$24.1K	Buy	601 +1	+0.2%	+$39	0.01%	203
2024 Q4	$22.1K	Buy	600 +200	+50%	+$7.18K	0.01%	214
2024 Q3	$13.9K	Hold	400	–	–	﹤0.01%	251
2024 Q2	$11.5K	Hold	400	–	–	﹤0.01%	262
2024 Q1	$11.1K	Hold	400	–	–	﹤0.01%	268
2023 Q4	$10.6K	Sell	400 -160	-29%	-$4.11K	0.01%	272
2023 Q3	$13.8K	Hold	560	–	–	0.01%	251
2023 Q2	$15.3K	Sell	560 -350	-38%	-$9.71K	0.01%	248
2023 Q1	$25.4K	Hold	910	–	–	0.01%	211
2022 Q4	$25K	Hold	910	–	–	0.02%	208
2022 Q3	$23K	Hold	910	–	–	0.01%	218
2022 Q2	$27K	Hold	910	–	–	0.02%	208
2022 Q1	$29K	Sell	910 -640	-41%	-$18.6K	0.01%	217
2021 Q4	$43K	Hold	1,550	–	–	0.02%	208
2021 Q3	$38K	Hold	1,550	–	–	0.02%	202
2021 Q2	$38K	Buy	+1,550	New	+$39.4K	0.02%	212

Other funds holding NI

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return

Ausbil Investment Management Sydney, Australia $221M AUM 35.27% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return

HF Advisory Group Annapolis, Maryland $323M AUM 17.8% 1-Year Est. Return

Spirit of America Management Corp Syosset, New York $530M AUM 36.47% 1-Year Est. Return