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Cape Investment Advisory’s NiSource NI Stock Holding History

Cape Investment Advisory’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 		$143 Buy
+3
New +$142 ﹤0.01% 1423
2026
Q1 		– Sell
-3
Closed -$125 – 841
2025
Q4 		$125 Hold
3
– – ﹤0.01% 1290
2025
Q3 		$130 Hold
3
– – ﹤0.01% 834
2025
Q2 		$121 Hold
3
– – ﹤0.01% 1138
2025
Q1 		$120 Hold
3
– – ﹤0.01% 1082
2024
Q4 		$110 Buy
+3
New +$108 ﹤0.01% 1090

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

Cape Investment Advisory's NI Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in NiSource (NI) in Q2 2026: 3 shares worth $143. The stake represents ﹤0.01% of the portfolio and ranks #1423 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in NI as recently as Q4 2025.

Cape Investment Advisory first reported a position in NI in Q4 2024 and has held it in 6 quarters since. 910 funds tracked by Wall St. Rank hold NI as of Q2 2026.

  • Cape Investment Advisory held 3 shares of NiSource worth $143 as of Q2 2026.
  • NiSource was a new Cape Investment Advisory position in Q2 2026.
  • NiSource made up ﹤0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #1423 holding.
  • Cape Investment Advisory first reported a position in NiSource in Q4 2024 and has held it in 6 quarters since.
  • 910 funds tracked by Wall St. Rank held NiSource as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.