Whittier Trust’s NiSource NI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $204K | Hold |
4,326
| – | – | ﹤0.01% | 615 |
|
|
2026
Q1 | $204K | Buy |
4,326
+130
| +3% | +$5.86K | ﹤0.01% | 589 |
|
|
2025
Q4 | $176K | Buy |
+4,196
| New | +$179K | ﹤0.01% | 623 |
|
|
2024
Q1 | – | Sell |
-200
| Closed | -$5.31K | – | 1542 |
|
|
2023
Q4 | $5.31K | Buy |
200
+123
| +160% | +$3.16K | ﹤0.01% | 1322 |
|
|
2023
Q3 | $1.9K | Buy |
+77
| New | +$2.08K | ﹤0.01% | 1471 |
|
|
2022
Q3 | – | Sell |
-24
| Closed | -$1K | – | 1726 |
|
|
2022
Q2 | $1K | Hold |
24
| – | – | ﹤0.01% | 1630 |
|
|
2022
Q1 | $1K | Hold |
24
| – | – | ﹤0.01% | 1653 |
|
|
2021
Q4 | $1K | Hold |
24
| – | – | ﹤0.01% | 1546 |
|
|
2021
Q3 | $1K | Buy |
+24
| New | +$598 | ﹤0.01% | 1458 |
|
|
2020
Q4 | – | Sell |
-122
| Closed | -$3K | – | 1468 |
|
|
2020
Q3 | $3K | Sell |
122
-319
| -72% | -$7.4K | ﹤0.01% | 1300 |
|
|
2020
Q2 | $10K | Hold |
441
| – | – | ﹤0.01% | 1069 |
|
|
2020
Q1 | $11K | Buy |
441
+60
| +16% | +$1.66K | ﹤0.01% | 1094 |
|
|
2019
Q4 | $11K | Buy |
+381
| New | +$10.4K | ﹤0.01% | 1122 |
|
|
2019
Q2 | – | Sell |
-284
| Closed | -$8K | – | 1430 |
|
|
2019
Q1 | $8K | Sell |
284
-262
| -48% | -$7.06K | ﹤0.01% | 1089 |
|
|
2018
Q4 | $14K | Buy |
546
+329
| +152% | +$8.49K | ﹤0.01% | 1031 |
|
|
2018
Q3 | $5K | Hold |
217
| – | – | ﹤0.01% | 1118 |
|
|
2018
Q2 | $6K | Hold |
217
| – | – | ﹤0.01% | 1076 |
|
|
2018
Q1 | $5K | Hold |
217
| – | – | ﹤0.01% | 1140 |
|
|
2017
Q4 | $6K | Sell |
217
-167
| -43% | -$4.43K | ﹤0.01% | 1108 |
|
|
2017
Q3 | $10K | Hold |
384
| – | – | ﹤0.01% | 1025 |
|
|
2017
Q2 | $10K | Hold |
384
| – | – | ﹤0.01% | 994 |
|
|
2017
Q1 | $9K | Buy |
384
+167
| +77% | +$3.82K | ﹤0.01% | 1023 |
|
|
2016
Q4 | $5K | Hold |
217
| – | – | ﹤0.01% | 1047 |
|
|
2016
Q3 | $5K | Hold |
217
| – | – | ﹤0.01% | 1039 |
|
|
2016
Q2 | $6K | Hold |
217
| – | – | ﹤0.01% | 1042 |
|
|
2016
Q1 | $5K | Hold |
217
| – | – | ﹤0.01% | 1040 |
|
|
2015
Q4 | $4K | Hold |
217
| – | – | ﹤0.01% | 1067 |
|
|
2015
Q3 | $4K | Sell |
217
-335
| -61% | -$5.73K | ﹤0.01% | 1057 |
|
|
2015
Q2 | $10K | Sell |
552
-357
| -39% | -$6.35K | ﹤0.01% | 1017 |
|
|
2015
Q1 | $16K | Buy |
+909
| New | +$15.4K | ﹤0.01% | 928 |
|
|
2013
Q4 | – | Sell |
-10,180
| Closed | -$124K | – | 1092 |
|
|
2013
Q3 | $124K | Hold |
10,180
| – | – | 0.01% | 512 |
|
|
2013
Q2 | $115K | Buy |
+10,180
| New | +$118K | 0.01% | 509 |
|
Other funds holding NI
Whittier Trust's NI Position: Q2 2026 in Review
Whittier Trust held its NiSource (NI) position steady in Q2 2026 at 4,326 shares worth $204K. The position accounts for ﹤0.01% of the portfolio, ranked #615.
Whittier Trust first reported a position in NI in Q2 2013 and has held it in 32 quarters since. The position peaked at $204K in Q1 2026. 912 funds tracked by Wall St. Rank hold NI as of Q2 2026.
- Whittier Trust held 4,326 shares of NiSource worth $204K as of Q2 2026.
- Whittier Trust left its NiSource share count unchanged in Q2 2026.
- NiSource made up ﹤0.01% of Whittier Trust's portfolio in Q2 2026, its #615 holding.
- Whittier Trust first reported a position in NiSource in Q2 2013 and has held it in 32 quarters since.
- Whittier Trust's NiSource position peaked at $204K in Q1 2026.
- 912 funds tracked by Wall St. Rank held NiSource as of Q2 2026.
Based on Whittier Trust's 13F filing for Q2 2026, filed 28 Jul 2026.