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AMG National Trust Bank’s NiSource NI Stock Holding History

AMG National Trust Bank’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
2025
Q2 		– Sell
-48,592
Closed -$1.95M – 467
2025
Q1 		$1.95M Sell
48,592
-124
-0.3% -$4.78K 0.05% 196
2024
Q4 		$1.79M Buy
48,716
+308
+0.6% +$11.1K 0.05% 204
2024
Q3 		$1.68M Sell
48,408
-234
-0.5% -$7.47K 0.05% 220
2024
Q2 		$1.4M Buy
+48,642
New +$1.37M 0.04% 250
2019
Q2 		– Sell
-7,664
Closed -$220K – 269
2019
Q1 		$220K Buy
+7,664
New +$207K 0.01% 229

Other funds holding NI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

AMG National Trust Bank's NI Position: Q2 2025 in Review

AMG National Trust Bank sold out of NiSource (NI) in Q2 2025, closing a stake of 48,592 shares — an estimated $1.95M sold.

AMG National Trust Bank first reported a position in NI in Q1 2019 and held it in 5 quarters. The position peaked at $1.95M in Q1 2025. 773 funds tracked by Wall St. Rank hold NI as of Q2 2025.

  • AMG National Trust Bank reported no remaining NiSource position as of Q2 2025 after selling out during the quarter.
  • AMG National Trust Bank sold 48,592 NiSource shares in Q2 2025, an estimated $1.95M.
  • AMG National Trust Bank first reported a position in NiSource in Q1 2019 and held it in 5 quarters.
  • AMG National Trust Bank's NiSource position peaked at $1.95M in Q1 2025.
  • 773 funds tracked by Wall St. Rank held NiSource as of Q2 2025.

Based on AMG National Trust Bank's 13F filing for Q2 2025, filed 4 Aug 2025.