WASHINGTON TRUST BANK NI NIPSCO INDUSTRIES INC COM

Ownership history in WASHINGTON TRUST BANK  ·  32 quarters on record

AI Ownership Summary

WASHINGTON TRUST BANK reported NIPSCO INDUSTRIES INC COM (NI) in 32 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.75% in 2025 Q1. The latest visible filing shows NI at 0.61% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this NI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was WASHINGTON TRUST BANK's position in NIPSCO INDUSTRIES INC COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

NI was reported at 0.61% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.75% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How WASHINGTON TRUST BANK held NI — position size vs. price
% of Fund (quarterly)    NI price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 175,829 -23,046 -11.6% 0.61% $8.2M 2026-05-07 $47.02
2025 Q4 REDUCED 198,875 -1,073 -0.5% 0.58% $8.3M 2026-02-04 $43.76
2025 Q3 ADDED 199,948 +1,179 +0.6% 0.63% $8.7M 2025-10-24 $42.78
2025 Q2 ADDED 198,769 +10,819 +5.8% 0.68% $8.0M 2025-08-06 $41.02
2025 Q1 REDUCED 5.4% +1.3% 187,950 -10,806 -5.4% 0.75% $7.5M 2025-04-30 $38.09
2024 Q4 REDUCED 198,756 -6,353 -3.1% 0.70% $7.3M 2025-02-11 $37.17
2024 Q3 REDUCED 205,109 -6,160 -2.9% 0.68% $7.1M 2024-10-31 $33.75
2024 Q2 ADDED 211,269 +5,025 +2.4% 0.60% $6.1M 2024-07-29 $29.59
2024 Q1 REDUCED 206,244 -3,958 -1.9% 0.54% $5.7M 2024-05-14 $27.27
2023 Q4 ADDED 210,202 +298 +0.1% 0.49% $5.6M 2024-02-14 $23.75
22 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About WASHINGTON TRUST BANK and NI

These are the practical questions this page is built to answer before you even open the full history table.

How long has WASHINGTON TRUST BANK reported owning NI?

WASHINGTON TRUST BANK reported NI across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported NI position in WASHINGTON TRUST BANK's portfolio?

The largest reported portfolio weight for NI was 0.75% in 2025 Q1.

What is the latest reported NI position on this page?

The most recent filing on this page is 2026 Q1, when WASHINGTON TRUST BANK reported 175,829 shares, equal to 0.61% of portfolio, with an estimated market value of $8.2M.

What does the chart on this NI ownership page compare?

The chart compares WASHINGTON TRUST BANK's quarterly NI portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did WASHINGTON TRUST BANK time their NI position?

Based on 13F filing dates vs. subsequent NI price moves, WASHINGTON TRUST BANK correctly timed 8 out of 24 reported position changes (33%). The annualised alpha on NI relative to SPY over the holding period was -4.8%.

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