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Capital Analysts LLC’s NiSource NI Stock Holding History

Capital Analysts LLC’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 		$2.49M Sell
52,376
-589
-1% -$27.9K 0.06% 243
2026
Q1 		$2.47M Buy
52,965
+2,066
+4% +$93.1K 0.06% 229
2025
Q4 		$2.13M Buy
50,899
+1,012
+2% +$43.2K 0.06% 229
2025
Q3 		$2.16M Sell
49,887
-2,151
-4% -$89.1K 0.06% 228
2025
Q2 		$2.1M Buy
52,038
+1,622
+3% +$63.6K 0.07% 207
2025
Q1 		$2.02M Buy
50,416
+283
+0.6% +$10.9K 0.08% 193
2024
Q4 		$1.84M Sell
50,133
-1,706
-3% -$61.3K 0.07% 187
2024
Q3 		$1.8M Sell
51,839
-665
-1% -$21.2K 0.07% 189
2024
Q2 		$1.51M Sell
52,504
-936
-2% -$26.4K 0.07% 203
2024
Q1 		$1.48M Buy
+53,440
New +$1.4M 0.07% 199

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

Capital Analysts LLC's NI Position: Q2 2026 in Review

Capital Analysts LLC reduced its NiSource (NI) stake by 1.1% in Q2 2026, selling an estimated $27.9K and leaving 52,376 shares worth $2.49M. The position accounts for 0.06% of the portfolio, ranked #243.

Capital Analysts LLC first reported a position in NI in Q1 2024 and has held it in 10 quarters since. 914 funds tracked by Wall St. Rank hold NI as of Q2 2026.

  • Capital Analysts LLC held 52,376 shares of NiSource worth $2.49M as of Q2 2026.
  • Capital Analysts LLC sold 589 NiSource shares in Q2 2026, an estimated $27.9K.
  • NiSource made up 0.06% of Capital Analysts LLC's portfolio in Q2 2026, its #243 holding.
  • Capital Analysts LLC first reported a position in NiSource in Q1 2024 and has held it in 10 quarters since.
  • 914 funds tracked by Wall St. Rank held NiSource as of Q2 2026.

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