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Capital A Wealth Management’s NiSource NI Stock Holding History

Capital A Wealth Management’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
2025
Q2 		$38.9K Buy
1,464
+1,393
+1,962% +$54.6K 0.43% 73
2025
Q1 		$2.85K Buy
71
+53
+294% +$2.04K ﹤0.01% 449
2024
Q4 		$662 Buy
+18
New +$646 ﹤0.01% 621

Other funds holding NI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Capital A Wealth Management's NI Position: Q2 2025 in Review

Capital A Wealth Management increased its NiSource (NI) stake by 1,962% in Q2 2025, buying an estimated $54.6K and bringing the position to 1,464 shares worth $38.9K. The position accounts for 0.43% of the portfolio, ranked #73.

Capital A Wealth Management first reported a position in NI in Q4 2024 and has held it in 3 quarters since. 773 funds tracked by Wall St. Rank hold NI as of Q2 2025.

  • Capital A Wealth Management held 1,464 shares of NiSource worth $38.9K as of Q2 2025.
  • Capital A Wealth Management bought 1,393 NiSource shares in Q2 2025, an estimated $54.6K.
  • NiSource made up 0.43% of Capital A Wealth Management's portfolio in Q2 2025, its #73 holding.
  • Capital A Wealth Management first reported a position in NiSource in Q4 2024 and has held it in 3 quarters since.
  • 773 funds tracked by Wall St. Rank held NiSource as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.