CAL
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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
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 $5.7T 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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return