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
2015
Q2 		– Sell
-17,306
Closed -$300K – 1630
2015
Q1 		$300K Buy
17,306
+1,272
+8% +$21.6K ﹤0.01% 1229
2014
Q4 		$267K Sell
16,034
-4,581
-22% -$74.6K ﹤0.01% 1390
2014
Q3 		$332K Buy
20,615
+2,545
+14% +$38.9K ﹤0.01% 1290
2014
Q2 		$279K Buy
+18,070
New +$261K ﹤0.01% 1455

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.