WLG
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Williamson Legacy Group’s NiSource NI Stock Holding History

Williamson Legacy Group’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 		$1.2M Buy
29,720
+17,271
+139% +$697K 1.01% 45
2025
Q1 		$499K Buy
12,449
+5,139
+70% +$206K 0.47% 81
2024
Q4 		$269K Buy
+7,310
New +$269K 0.18% 105