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My Legacy Advisors, LLC

SEC CIK
0001767802
Latest filing
Jul 11, 2025

NI holding history

Nisource Inc. in every 13F filed by My Legacy Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

NI overviewAll 13F holders of NIFull Q2 2025 holdings

Shares (Q2 2025)
22,487
Value
$890.5K
% of portfolio
0.3%
Quarters held
9
Since Q2 2023
Holdings of NI by My Legacy Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202522,487$890.5K0.3%+642+2.9%AddedHolders
Q1 202521,845$875.8K0.3%+655+3.1%AddedHolders
Q4 202421,190$782.1K0.3%+870+4.3%AddedHolders
Q3 202420,320$704.1K0.3%−3,986−16.4%ReducedHolders
Q2 202424,306$700.3K0.2%+525+2.2%AddedHolders
Q1 202423,781$657.8K0.2%+2,357+11.0%AddedHolders
Q4 202321,424$567.7K0.2%+1,117+5.5%AddedHolders
Q3 202320,307$520.5K0.2%+8,500+72.0%AddedHolders
Q2 202311,807$332.5K0.1%+11,807NewHolders