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Grove Bank & Trust’s NiSource NI Stock Holding History

Grove Bank & 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
2026
Q3 		$12.9K Hold
331
– – ﹤0.01% 619
2026
Q2 		$15.7K Hold
331
– – ﹤0.01% 592
2026
Q1 		$15.4K Hold
331
– – ﹤0.01% 571
2025
Q4 		$13.8K Hold
331
– – ﹤0.01% 590
2025
Q3 		$14.3K Hold
331
– – ﹤0.01% 560
2025
Q2 		$13.4K Buy
331
+10
+3% +$392 ﹤0.01% 578
2025
Q1 		$12.9K Buy
321
+200
+165% +$7.7K ﹤0.01% 571
2024
Q4 		$4.45K Buy
121
+59
+95% +$2.12K ﹤0.01% 609
2024
Q3 		$2.15K Buy
+62
New +$1.98K ﹤0.01% 658
2023
Q3 		– Sell
-40
Closed -$1.09K – 775
2023
Q2 		$1.09K Hold
40
– – ﹤0.01% 617
2023
Q1 		$1.12K Hold
40
– – ﹤0.01% 695
2022
Q4 		$1K Buy
+40
New +$1.05K ﹤0.01% 621
2018
Q1 		– Sell
-450
Closed -$12K – 354
2017
Q4 		$12K Hold
450
– – 0.01% 427
2017
Q3 		$12K Buy
450
+310
+221% +$8.15K 0.01% 447
2017
Q2 		$4K Hold
140
– – ﹤0.01% 589
2017
Q1 		$3K Sell
140
-550
-80% -$12.6K ﹤0.01% 491
2016
Q4 		$15K Buy
+690
New +$15.3K 0.01% 341

Other funds holding NI

AIM
Ausbil Investment Management Sydney, Australia $199M AUM 17.66% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $563M AUM 13.12% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Grove Bank & Trust's NI Position: Q3 2026 in Review

Grove Bank & Trust held its NiSource (NI) position steady in Q3 2026 at 331 shares worth $12.9K. The position accounts for ﹤0.01% of the portfolio, ranked #619.

Grove Bank & Trust first reported a position in NI in Q4 2016 and has held it in 17 quarters since. The position peaked at $15.7K in Q2 2026. 20 funds tracked by Wall St. Rank hold NI as of Q3 2026.

  • Grove Bank & Trust held 331 shares of NiSource worth $12.9K as of Q3 2026.
  • Grove Bank & Trust left its NiSource share count unchanged in Q3 2026.
  • NiSource made up ﹤0.01% of Grove Bank & Trust's portfolio in Q3 2026, its #619 holding.
  • Grove Bank & Trust first reported a position in NiSource in Q4 2016 and has held it in 17 quarters since.
  • Grove Bank & Trust's NiSource position peaked at $15.7K in Q2 2026.
  • 20 funds tracked by Wall St. Rank held NiSource as of Q3 2026.

Based on Grove Bank & Trust's 13F filing for Q3 2026, filed 8 Oct 2026.