Capital Innovations’s NiSource NI Stock Holding History

Capital Innovations’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	–	Sell	-11,825	Closed	-$494K	–	81
2025 Q4	$494K	Buy	+11,825	New	+$505K	0.14%	50

Other funds holding NI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Innovations's NI Position: Q1 2026 in Review

Capital Innovations sold out of NiSource (NI) in Q1 2026, closing a stake of 11,825 shares — an estimated $494K sold.

Capital Innovations first reported a position in NI in Q4 2025 and held it in 1 quarter. The position peaked at $494K in Q4 2025. 878 funds tracked by Wall St. Rank hold NI as of Q1 2026.

Capital Innovations reported no remaining NiSource position as of Q1 2026 after selling out during the quarter.
Capital Innovations sold 11,825 NiSource shares in Q1 2026, an estimated $494K.
Capital Innovations first reported a position in NiSource in Q4 2025 and held it in 1 quarter.
Capital Innovations's NiSource position peaked at $494K in Q4 2025.
878 funds tracked by Wall St. Rank held NiSource as of Q1 2026.

Based on Capital Innovations's 13F filing for Q1 2026, filed 14 May 2026.