Capital International Investors’s NiSource NI Stock Holding History

Capital International Investors’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	–	Sell	-240,382	Closed	-$11.2M	–	468
2026 Q1	$11.2M	Sell	240,382 -7,926,946	-97%	-$357M	﹤0.01%	408
2025 Q4	$341M	Buy	8,167,328 +31,171	+0.4%	+$1.33M	0.05%	203
2025 Q3	$352M	Buy	8,136,157 +1,065,591	+15%	+$44.1M	0.06%	190
2025 Q2	$285M	Buy	7,070,566 +47,309	+0.7%	+$1.86M	0.05%	203
2025 Q1	$282M	Buy	7,023,257 +1,039,110	+17%	+$40M	0.06%	194
2024 Q4	$220M	Buy	+5,984,147	New	+$215M	0.04%	225

Other funds holding NI

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

VPM

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

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

Norges Bank Oslo, Norway $1T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Capital International Investors's NI Position: Q2 2026 in Review

Capital International Investors sold out of NiSource (NI) in Q2 2026, closing a stake of 240,382 shares — an estimated $11.2M sold.

Capital International Investors first reported a position in NI in Q4 2024 and held it in 6 quarters. The position peaked at $352M in Q3 2025. 728 funds tracked by Wall St. Rank hold NI as of Q2 2026.

Capital International Investors reported no remaining NiSource position as of Q2 2026 after selling out during the quarter.
Capital International Investors sold 240,382 NiSource shares in Q2 2026, an estimated $11.2M.
Capital International Investors first reported a position in NiSource in Q4 2024 and held it in 6 quarters.
Capital International Investors's NiSource position peaked at $352M in Q3 2025.
728 funds tracked by Wall St. Rank held NiSource as of Q2 2026.

Based on Capital International Investors's 13F filing for Q2 2026, filed 12 Aug 2026.