Washington Trust Advisors’s NiSource NI Stock Holding History

Washington 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 Q2	$267K	Hold	5,620	–	–	0.02%	211
2026 Q1	$262K	Sell	5,620 -2	-0%	-$90	0.02%	198
2025 Q4	$235K	Sell	5,622 -220	-4%	-$9.4K	0.02%	207
2025 Q3	$253K	Buy	5,842 +154	+3%	+$6.38K	0.02%	202
2025 Q2	$229K	Hold	5,688	–	–	0.02%	191
2025 Q1	$228K	Hold	5,688	–	–	0.02%	185
2024 Q4	$209K	Buy	5,688 +63	+1%	+$2.26K	0.02%	193
2024 Q3	$195K	Buy	5,625 +80	+1%	+$2.55K	0.02%	204
2024 Q2	$160K	Buy	5,545 +94	+2%	+$2.65K	0.01%	214
2024 Q1	$151K	Hold	5,451	–	–	0.01%	213
2023 Q4	$145K	Buy	5,451 +42	+0.8%	+$1.08K	0.01%	212
2023 Q3	$133K	Buy	5,409 +209	+4%	+$5.65K	0.01%	215
2023 Q2	$142K	Buy	5,200 +200	+4%	+$5.55K	0.01%	202
2023 Q1	$140K	Sell	5,000 -5,000	-50%	-$137K	0.01%	209
2022 Q4	$274K	Hold	10,000	–	–	0.03%	153
2022 Q3	$252K	Hold	10,000	–	–	0.02%	180
2022 Q2	$295K	Hold	10,000	–	–	0.03%	168
2022 Q1	$318K	Sell	10,000 -13,388	-57%	-$389K	0.02%	188
2021 Q4	$646K	Buy	+23,388	New	+$595K	0.04%	142

Other funds holding NI

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Washington Trust Advisors's NI Position: Q2 2026 in Review

Washington Trust Advisors held its NiSource (NI) position steady in Q2 2026 at 5,620 shares worth $267K. The position accounts for 0.02% of the portfolio, ranked #211.

Washington Trust Advisors first reported a position in NI in Q4 2021 and has held it in 19 quarters since. The position peaked at $646K in Q4 2021. 912 funds tracked by Wall St. Rank hold NI as of Q2 2026.

Washington Trust Advisors held 5,620 shares of NiSource worth $267K as of Q2 2026.
Washington Trust Advisors left its NiSource share count unchanged in Q2 2026.
NiSource made up 0.02% of Washington Trust Advisors's portfolio in Q2 2026, its #211 holding.
Washington Trust Advisors first reported a position in NiSource in Q4 2021 and has held it in 19 quarters since.
Washington Trust Advisors's NiSource position peaked at $646K in Q4 2021.
912 funds tracked by Wall St. Rank held NiSource as of Q2 2026.

Based on Washington Trust Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.