Petrus Trust Company’s NiSource NI Stock Holding History

Petrus Trust Company’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	-7,314	Closed	-$293K	–	654
2025 Q1	$293K	Buy	+7,314	New	+$282K	0.03%	407

Other funds holding NI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Petrus Trust Company's NI Position: Q2 2025 in Review

Petrus Trust Company sold out of NiSource (NI) in Q2 2025, closing a stake of 7,314 shares — an estimated $293K sold.

Petrus Trust Company first reported a position in NI in Q1 2025 and held it in 1 quarter. The position peaked at $293K in Q1 2025. 773 funds tracked by Wall St. Rank hold NI as of Q2 2025.

Petrus Trust Company reported no remaining NiSource position as of Q2 2025 after selling out during the quarter.
Petrus Trust Company sold 7,314 NiSource shares in Q2 2025, an estimated $293K.
Petrus Trust Company first reported a position in NiSource in Q1 2025 and held it in 1 quarter.
Petrus Trust Company's NiSource position peaked at $293K in Q1 2025.
773 funds tracked by Wall St. Rank held NiSource as of Q2 2025.

Based on Petrus Trust Company's 13F filing for Q2 2025, filed 14 Aug 2025.