Trust Company of Vermont’s NiSource NI Stock Holding History

Trust Company of Vermont’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	$15.3K	Buy	+322	New	+$15.2K	﹤0.01%	837
2024 Q1	–	Sell	-3	Closed	-$80	–	879
2023 Q4	$80	Buy	+3	New	+$77	﹤0.01%	788
2022 Q1	–	Sell	-689	Closed	-$19K	–	602
2021 Q4	$19K	Buy	+689	New	+$17.5K	﹤0.01%	594
2021 Q3	–	Sell	-689	Closed	-$17K	–	579
2021 Q2	$17K	Buy	+689	New	+$17.5K	﹤0.01%	580
2020 Q2	–	Sell	-1,459	Closed	-$36K	–	830
2020 Q1	$36K	Sell	1,459 -666	-31%	-$18.4K	﹤0.01%	484
2019 Q4	$59K	Sell	2,125 -226	-10%	-$6.2K	﹤0.01%	453
2019 Q3	$70K	Hold	2,351	–	–	0.01%	440
2019 Q2	$68K	Hold	2,351	–	–	0.01%	438
2019 Q1	$67K	Sell	2,351 -1,334	-36%	-$36K	0.01%	437
2018 Q4	$93K	Buy	3,685 +414	+13%	+$10.7K	0.01%	388
2018 Q3	$82K	Hold	3,271	–	–	0.01%	439
2018 Q2	$86K	Buy	3,271 +139	+4%	+$3.41K	0.01%	432
2018 Q1	$75K	Sell	3,132 -836	-21%	-$19.8K	0.01%	434
2017 Q4	$102K	Hold	3,968	–	–	0.01%	396
2017 Q3	$102K	Hold	3,968	–	–	0.01%	399
2017 Q2	$101K	Sell	3,968 -2,248	-36%	-$56K	0.01%	409
2017 Q1	$148K	Hold	6,216	–	–	0.02%	347
2016 Q4	$138K	Buy	+6,216	New	+$138K	0.02%	350
2015 Q3	–	Sell	-127	Closed	-$2K	–	806
2015 Q2	$2K	Buy	+127	New	+$2.26K	﹤0.01%	785

Other funds holding NI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

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

DPIM

Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Antipodes Partners Royal Exchange, Australia $5.46B AUM 26.64% 1-Year Est. Return

MMA

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

Trust Company of Vermont's NI Position: Q2 2026 in Review

Trust Company of Vermont opened a new position in NiSource (NI) in Q2 2026: 322 shares worth $15.3K. The stake represents ﹤0.01% of the portfolio and ranks #837 among its holdings. This is a return to the name: Trust Company of Vermont previously reported a position in NI as recently as Q4 2023.

Trust Company of Vermont first reported a position in NI in Q2 2015 and has held it in 19 quarters since. The position peaked at $148K in Q1 2017. 455 funds tracked by Wall St. Rank hold NI as of Q2 2026.

Trust Company of Vermont held 322 shares of NiSource worth $15.3K as of Q2 2026.
NiSource was a new Trust Company of Vermont position in Q2 2026.
NiSource made up ﹤0.01% of Trust Company of Vermont's portfolio in Q2 2026, its #837 holding.
Trust Company of Vermont first reported a position in NiSource in Q2 2015 and has held it in 19 quarters since.
Trust Company of Vermont's NiSource position peaked at $148K in Q1 2017.
455 funds tracked by Wall St. Rank held NiSource as of Q2 2026.

Based on Trust Company of Vermont's 13F filing for Q2 2026, filed 7 Aug 2026.