Indiana Trust & Investment Management’s NiSource NI Stock Holding History

Indiana Trust & Investment Management’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 Q2	$245K	Hold	5,158	–	–	0.07%	167
2026 Q1	$241K	Sell	5,158 -79	-2%	-$3.56K	0.07%	161
2025 Q4	$219K	Hold	5,237	–	–	0.06%	166
2025 Q3	$227K	Hold	5,237	–	–	0.07%	162
2025 Q2	$211K	Hold	5,237	–	–	0.07%	169
2025 Q1	$210K	Hold	5,237	–	–	0.08%	169
2024 Q4	$193K	Hold	5,237	–	–	0.07%	177
2024 Q3	$181K	Hold	5,237	–	–	0.06%	180
2024 Q2	$151K	Buy	5,237 +300	+6%	+$8.46K	0.06%	188
2024 Q1	$137K	Buy	4,937 +1,179	+31%	+$31K	0.06%	191
2023 Q4	$99.8K	Hold	3,758	–	–	0.05%	205
2023 Q3	$92.7K	Buy	+3,758	New	+$102K	0.05%	205
2014 Q1	–	Sell	-4,983	Closed	-$64K	–	192
2013 Q4	$64K	Hold	4,983	–	–	0.04%	155
2013 Q3	$60K	Buy	+4,983	New	+$59K	0.04%	160

Other funds holding NI

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

WHRC

W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return

MMA

Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Indiana Trust & Investment Management's NI Position: Q2 2026 in Review

Indiana Trust & Investment Management held its NiSource (NI) position steady in Q2 2026 at 5,158 shares worth $245K. The position accounts for 0.07% of the portfolio, ranked #167.

Indiana Trust & Investment Management first reported a position in NI in Q3 2013 and has held it in 14 quarters since. 339 funds tracked by Wall St. Rank hold NI as of Q2 2026.

Indiana Trust & Investment Management held 5,158 shares of NiSource worth $245K as of Q2 2026.
Indiana Trust & Investment Management left its NiSource share count unchanged in Q2 2026.
NiSource made up 0.07% of Indiana Trust & Investment Management's portfolio in Q2 2026, its #167 holding.
Indiana Trust & Investment Management first reported a position in NiSource in Q3 2013 and has held it in 14 quarters since.
339 funds tracked by Wall St. Rank held NiSource as of Q2 2026.

Based on Indiana Trust & Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.