Caldwell Sutter Capital’s NiSource NI Stock Holding History

Caldwell Sutter Capital’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 Q3	$32.4K	Hold	830	–	–	0.01%	465
2026 Q2	$39.5K	Hold	830	–	–	0.01%	433
2026 Q1	$38.7K	Sell	830 -200	-19%	-$9.01K	0.02%	408
2025 Q4	$43K	Hold	1,030	–	–	0.02%	385
2025 Q3	$44.6K	Hold	1,030	–	–	0.02%	381
2025 Q2	$41.6K	Hold	1,030	–	–	0.02%	381
2025 Q1	$41.3K	Hold	1,030	–	–	0.02%	382
2024 Q4	$37.9K	Buy	1,030 +30	+3%	+$1.08K	0.02%	397
2024 Q3	$34.6K	Hold	1,000	–	–	0.02%	411
2024 Q2	$28.8K	Hold	1,000	–	–	0.01%	425
2024 Q1	$27.7K	Hold	1,000	–	–	0.01%	425
2023 Q4	$26.6K	Hold	1,000	–	–	0.01%	422
2023 Q3	$24.7K	Hold	1,000	–	–	0.01%	408
2023 Q2	$27.4K	Hold	1,000	–	–	0.01%	399
2023 Q1	$28K	Buy	+1,000	New	+$27.4K	0.02%	306

Other funds holding NI

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

W.H. Reaves & Co Jersey City, New Jersey $5.54B AUM 1.09% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Duff & Phelps Investment Management Chicago, Illinois $9.7B AUM 5.22% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Antipodes Partners Royal Exchange, Australia $5.43B AUM 15.86% 1-Year Est. Return

Caldwell Sutter Capital's NI Position: Q3 2026 in Review

Caldwell Sutter Capital held its NiSource (NI) position steady in Q3 2026 at 830 shares worth $32.4K. The position accounts for 0.01% of the portfolio, ranked #465.

Caldwell Sutter Capital first reported a position in NI in Q1 2023 and has held it in 15 quarters since. The position peaked at $44.6K in Q3 2025. 512 funds tracked by Wall St. Rank hold NI as of Q3 2026.

Caldwell Sutter Capital held 830 shares of NiSource worth $32.4K as of Q3 2026.
Caldwell Sutter Capital left its NiSource share count unchanged in Q3 2026.
NiSource made up 0.01% of Caldwell Sutter Capital's portfolio in Q3 2026, its #465 holding.
Caldwell Sutter Capital first reported a position in NiSource in Q1 2023 and has held it in 15 quarters since.
Caldwell Sutter Capital's NiSource position peaked at $44.6K in Q3 2025.
512 funds tracked by Wall St. Rank held NiSource as of Q3 2026.

Based on Caldwell Sutter Capital's 13F filing for Q3 2026, filed 9 Nov 2026.