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Colonial Trust Advisors’s NiSource NI Stock Holding History

Colonial Trust Advisors’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
Q1 		$35K Hold
750
– – ﹤0.01% 391
2025
Q4 		$31.3K Hold
750
– – ﹤0.01% 398
2025
Q3 		$32.5K Hold
750
– – ﹤0.01% 386
2025
Q2 		$30.3K Hold
750
– – ﹤0.01% 395
2025
Q1 		$30.1K Hold
750
– – ﹤0.01% 394
2024
Q4 		$27.6K Hold
750
– – ﹤0.01% 381
2024
Q3 		$26K Hold
750
– – ﹤0.01% 404
2024
Q2 		$21.6K Sell
750
-6
-0.8% -$169 ﹤0.01% 420
2024
Q1 		$20.9K Hold
756
– – ﹤0.01% 466
2023
Q4 		$20.1K Buy
756
+6
+0.8% +$154 ﹤0.01% 411
2023
Q3 		$18.5K Hold
750
– – ﹤0.01% 430
2023
Q2 		$20.5K Hold
750
– – ﹤0.01% 426
2023
Q1 		$21K Hold
750
– – ﹤0.01% 421
2022
Q4 		$20.6K Buy
+750
New +$19.7K ﹤0.01% 421

Other funds holding NI

BlackRock
BlackRock New York $5.7T 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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return