Capital Fund Management (CFM)
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Capital Fund Management (CFM)’s NiSource NI Stock Holding History

Capital Fund Management (CFM)’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 		$964K Buy
+20,268
New +$959K ﹤0.01% 1709
2025
Q2 		– Sell
-267,164
Closed -$10.5M – 2465
2025
Q1 		$10.7M Buy
+267,164
New +$10.3M 0.03% 648
2024
Q2 		– Sell
-162,387
Closed -$4.49M – 2083
2024
Q1 		$4.49M Sell
162,387
-147,871
-48% -$3.89M 0.01% 1098
2023
Q4 		$8.24M Buy
310,258
+239,392
+338% +$6.15M 0.02% 876
2023
Q3 		$1.75M Buy
+70,866
New +$1.92M 0.01% 1425
2023
Q2 		– Sell
-90,704
Closed -$2.54M – 1822
2023
Q1 		$2.54M Buy
+90,704
New +$2.48M 0.01% 986
2021
Q2 		– Sell
-13,624
Closed -$328K – 1580
2021
Q1 		$328K Buy
+13,624
New +$307K ﹤0.01% 1198
2019
Q3 		– Sell
-382,600
Closed -$11M – 1808
2019
Q2 		$11M Sell
382,600
-310,000
-45% -$8.73M 0.1% 283
2019
Q1 		$19.9M Buy
692,600
+616,500
+810% +$16.6M 0.18% 157
2018
Q4 		$1.93M Buy
+76,100
New +$1.96M 0.02% 862
2018
Q2 		– Sell
-189,800
Closed -$4.54M – 2192
2018
Q1 		$4.54M Buy
+189,800
New +$4.5M 0.03% 724
2016
Q4 		– Sell
-19,357
Closed -$467K – 1789
2016
Q3 		$467K Buy
19,357
+9,845
+104% +$246K ﹤0.01% 1227
2016
Q2 		$252K Buy
+9,512
New +$228K ﹤0.01% 1375
2015
Q4 		– Sell
-721,406
Closed -$13.4M – 1662
2015
Q3 		$13.4M Sell
721,406
-1,032,641
-59% -$17.7M 0.15% 178
2015
Q2 		$31.4M Buy
1,754,047
+1,696,955
+2,972% +$30.2M 0.4% 52
2015
Q1 		$991K Buy
+57,092
New +$968K 0.01% 788
2014
Q4 		– Sell
-24,931
Closed -$406K – 1737
2014
Q3 		$401K Buy
+24,931
New +$381K ﹤0.01% 1227

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 $3.38T AUM 44.17% 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 Fund Management (CFM)'s NI Position: Q2 2026 in Review

Capital Fund Management (CFM) opened a new position in NiSource (NI) in Q2 2026: 20,268 shares worth $964K. The stake represents ﹤0.01% of the portfolio and ranks #1709 among its holdings. This is a return to the name: Capital Fund Management (CFM) previously reported a position in NI as recently as Q1 2025.

Capital Fund Management (CFM) first reported a position in NI in Q3 2014 and has held it in 17 quarters since. The position peaked at $31.4M in Q2 2015. 916 funds tracked by Wall St. Rank hold NI as of Q2 2026.

  • Capital Fund Management (CFM) held 20,268 shares of NiSource worth $964K as of Q2 2026.
  • NiSource was a new Capital Fund Management (CFM) position in Q2 2026.
  • NiSource made up ﹤0.01% of Capital Fund Management (CFM)'s portfolio in Q2 2026, its #1709 holding.
  • Capital Fund Management (CFM) first reported a position in NiSource in Q3 2014 and has held it in 17 quarters since.
  • Capital Fund Management (CFM)'s NiSource position peaked at $31.4M in Q2 2015.
  • 916 funds tracked by Wall St. Rank held NiSource as of Q2 2026.

Based on Capital Fund Management (CFM)'s 13F filing for Q2 2026, filed 13 Aug 2026.