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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
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 		$41.5K 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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Caldwell Sutter Capital's NI Position: Q2 2026 in Review

Caldwell Sutter Capital held its NiSource (NI) position steady in Q2 2026 at 830 shares worth $39.5K. The position accounts for 0.01% of the portfolio, ranked #433.

Caldwell Sutter Capital first reported a position in NI in Q1 2023 and has held it in 14 quarters since. The position peaked at $44.6K in Q3 2025. 916 funds tracked by Wall St. Rank hold NI as of Q2 2026.

  • Caldwell Sutter Capital held 830 shares of NiSource worth $39.5K as of Q2 2026.
  • Caldwell Sutter Capital left its NiSource share count unchanged in Q2 2026.
  • NiSource made up 0.01% of Caldwell Sutter Capital's portfolio in Q2 2026, its #433 holding.
  • Caldwell Sutter Capital first reported a position in NiSource in Q1 2023 and has held it in 14 quarters since.
  • Caldwell Sutter Capital's NiSource position peaked at $44.6K in Q3 2025.
  • 916 funds tracked by Wall St. Rank held NiSource as of Q2 2026.

Based on Caldwell Sutter Capital's 13F filing for Q2 2026, filed 5 Aug 2026.