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Amica Retiree Medical Trust’s NiSource NI Stock Holding History

Amica Retiree Medical Trust’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
Q3 		$70K Hold
1,606
– – 0.1% 118
2025
Q2 		$65K Hold
1,606
– – 0.09% 117
2025
Q1 		$64K Sell
1,606
-781
-33% -$30.1K 0.1% 118
2024
Q4 		$88K Hold
2,387
– – 0.08% 120
2024
Q3 		$83K Buy
+2,387
New +$76.2K 0.07% 123
2023
Q2 		– Sell
-5,544
Closed -$155K – 102
2023
Q1 		$155K Sell
5,544
-3,612
-39% -$98.8K 0.16% 97
2022
Q4 		$251K Sell
9,156
-108
-1% -$2.84K 0.32% 87
2022
Q3 		$233K Buy
9,264
+1,914
+26% +$56.4K 0.29% 96
2022
Q2 		$217K Buy
7,350
+924
+14% +$28K 0.25% 100
2022
Q1 		$204K Sell
6,426
-5,641
-47% -$164K 0.19% 103
2021
Q4 		$333K Sell
12,067
-6,754
-36% -$172K 0.28% 94
2021
Q3 		$456K Sell
18,821
-8,293
-31% -$207K 0.41% 79
2021
Q2 		$664K Hold
27,114
– – 0.42% 79
2021
Q1 		$654K Hold
27,114
– – 0.44% 82
2020
Q4 		$622K Buy
27,114
+15,647
+136% +$366K 0.44% 81
2020
Q3 		$252K Hold
11,467
– – 0.2% 114
2020
Q2 		$261K Hold
11,467
– – 0.21% 137
2020
Q1 		$286K Buy
11,467
+3,400
+42% +$94K 0.26% 120
2019
Q4 		$225K Buy
+8,067
New +$221K 0.17% 191
2017
Q1 		– Sell
-1,903
Closed -$42K – 389
2016
Q4 		$42K Buy
+1,903
New +$42.3K 0.03% 369
2016
Q1 		– Sell
-2,087
Closed -$41K – 429
2015
Q4 		$41K Hold
2,087
– – 0.04% 360
2015
Q3 		$39K Sell
2,087
-3,224
-61% -$55.1K 0.04% 334
2015
Q2 		$95K Hold
5,311
– – 0.08% 255
2015
Q1 		$92K Hold
5,311
– – 0.08% 255
2014
Q4 		$89K Hold
5,311
– – 0.07% 259
2014
Q3 		$86K Hold
5,311
– – 0.07% 255
2014
Q2 		$82K Hold
5,311
– – 0.07% 260
2014
Q1 		$74K Hold
5,311
– – 0.06% 259
2013
Q4 		$69K Buy
+5,311
New +$65.8K 0.06% 263

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Amica Retiree Medical Trust's NI Position: Q3 2025 in Review

Amica Retiree Medical Trust held its NiSource (NI) position steady in Q3 2025 at 1,606 shares worth $70K. The position accounts for 0.1% of the portfolio, ranked #118.

Amica Retiree Medical Trust first reported a position in NI in Q4 2013 and has held it in 29 quarters since. The position peaked at $664K in Q2 2021. 785 funds tracked by Wall St. Rank hold NI as of Q3 2025.

  • Amica Retiree Medical Trust held 1,606 shares of NiSource worth $70K as of Q3 2025.
  • Amica Retiree Medical Trust left its NiSource share count unchanged in Q3 2025.
  • NiSource made up 0.1% of Amica Retiree Medical Trust's portfolio in Q3 2025, its #118 holding.
  • Amica Retiree Medical Trust first reported a position in NiSource in Q4 2013 and has held it in 29 quarters since.
  • Amica Retiree Medical Trust's NiSource position peaked at $664K in Q2 2021.
  • 785 funds tracked by Wall St. Rank held NiSource as of Q3 2025.

Based on Amica Retiree Medical Trust's 13F filing for Q3 2025, filed 7 Nov 2025.