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
2025 Q4	–	Sell	-13,700	Closed	-$593K	–	2555
2025 Q3	$593K	Sell	13,700 -11,200	-45%	-$464K	﹤0.01%	2261
2025 Q2	$1M	Buy	+24,900	New	+$976K	﹤0.01%	1997
2015 Q2	–	Sell	-31,558	Closed	-$548K	–	1629
2015 Q1	$548K	Sell	31,558 -26,977	-46%	-$457K	0.01%	1020
2014 Q4	$976K	Sell	58,535 -1,527	-3%	-$24.9K	0.01%	895
2014 Q3	$967K	Buy	60,062 +24,686	+70%	+$377K	0.01%	935
2014 Q2	$547K	Buy	35,376 +17,815	+101%	+$258K	0.01%	1184
2014 Q1	$245K	Buy	+17,561	New	+$237K	﹤0.01%	1560

Other funds holding NI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

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.