Capital Investment Advisors’s NiSource NI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $380K | Buy |
8,137
+215
| +3% | +$9.69K | 0.01% | 545 |
|
|
2025
Q4 | $331K | Buy |
7,922
+679
| +9% | +$29K | 0.01% | 574 |
|
|
2025
Q3 | $314K | Sell |
7,243
-195
| -3% | -$8.07K | 0.01% | 582 |
|
|
2025
Q2 | $300K | Buy |
7,438
+209
| +3% | +$8.2K | 0.01% | 571 |
|
|
2025
Q1 | $290K | Sell |
7,229
-118
| -2% | -$4.54K | 0.01% | 559 |
|
|
2024
Q4 | $270K | Sell |
7,347
-684
| -9% | -$24.6K | 0.01% | 544 |
|
|
2024
Q3 | $278K | Sell |
8,031
-96
| -1% | -$3.06K | 0.01% | 534 |
|
|
2024
Q2 | $234K | Buy |
+8,127
| New | +$229K | 0.01% | 549 |
|
|
2022
Q3 | – | Sell |
-7,102
| Closed | -$209K | – | 563 |
|
|
2022
Q2 | $209K | Sell |
7,102
-76
| -1% | -$2.3K | 0.01% | 513 |
|
|
2022
Q1 | $228K | Buy |
+7,178
| New | +$208K | 0.01% | 527 |
|
|
2020
Q2 | – | Sell |
-8,057
| Closed | -$201K | – | 509 |
|
|
2020
Q1 | $201K | Hold |
8,057
| – | – | 0.01% | 420 |
|
|
2019
Q4 | $224K | Hold |
8,057
| – | – | 0.01% | 462 |
|
|
2019
Q3 | $241K | Sell |
8,057
-111
| -1% | -$3.26K | 0.01% | 432 |
|
|
2019
Q2 | $235K | Hold |
8,168
| – | – | 0.01% | 433 |
|
|
2019
Q1 | $234K | Sell |
8,168
-85
| -1% | -$2.29K | 0.01% | 424 |
|
|
2018
Q4 | $209K | Buy |
+8,253
| New | +$213K | 0.01% | 433 |
|
|
2018
Q3 | – | Sell |
-7,787
| Closed | -$205K | – | 507 |
|
|
2018
Q2 | $205K | Buy |
7,787
+3
| +0% | +$74 | 0.01% | 455 |
|
|
2018
Q1 | $186K | Buy |
+7,784
| New | +$184K | 0.01% | 453 |
|
|
2017
Q4 | – | Sell |
-8,167
| Closed | -$209K | – | 492 |
|
|
2017
Q3 | $209K | Buy |
8,167
+3
| +0% | +$79 | 0.01% | 427 |
|
|
2017
Q2 | $207K | Sell |
8,164
-376
| -4% | -$9.37K | 0.01% | 428 |
|
|
2017
Q1 | $203K | Buy |
+8,540
| New | +$195K | 0.02% | 423 |
|
|
2016
Q4 | – | Sell |
-8,540
| Closed | -$206K | – | 460 |
|
|
2016
Q3 | $206K | Sell |
8,540
-500
| -6% | -$12.5K | 0.02% | 400 |
|
|
2016
Q2 | $240K | Buy |
9,040
+500
| +6% | +$12K | 0.02% | 369 |
|
|
2016
Q1 | $201K | Buy |
+8,540
| New | +$183K | 0.02% | 383 |
|
|
2015
Q3 | – | Sell |
-23,669
| Closed | -$424K | – | 394 |
|
|
2015
Q2 | $424K | Buy |
23,669
+8
| +0% | +$142 | 0.05% | 258 |
|
|
2015
Q1 | $411K | Buy |
23,661
+5
| +0% | +$85 | 0.04% | 267 |
|
|
2014
Q4 | $394K | Buy |
23,656
+8
| +0% | +$130 | 0.04% | 271 |
|
|
2014
Q3 | $381K | Buy |
23,648
+7
| +0% | +$107 | 0.04% | 258 |
|
|
2014
Q2 | $365K | Sell |
23,641
-76
| -0.3% | -$1.1K | 0.04% | 272 |
|
|
2014
Q1 | $331K | Sell |
23,717
-99
| -0.4% | -$1.34K | 0.04% | 288 |
|
|
2013
Q4 | $308K | Buy |
+23,816
| New | +$295K | 0.04% | 287 |
|
Other funds holding NI
VCM
VPM
Capital Investment Advisors's NI Position: Q1 2026 in Review
Capital Investment Advisors increased its NiSource (NI) stake by 2.7% in Q1 2026, buying an estimated $9.69K and bringing the position to 8,137 shares worth $380K. The position accounts for 0.01% of the portfolio, ranked #545.
Capital Investment Advisors first reported a position in NI in Q4 2013 and has held it in 31 quarters since. The position peaked at $424K in Q2 2015. 877 funds tracked by Wall St. Rank hold NI as of Q1 2026.
- Capital Investment Advisors held 8,137 shares of NiSource worth $380K as of Q1 2026.
- Capital Investment Advisors bought 215 NiSource shares in Q1 2026, an estimated $9.69K.
- NiSource made up 0.01% of Capital Investment Advisors's portfolio in Q1 2026, its #545 holding.
- Capital Investment Advisors first reported a position in NiSource in Q4 2013 and has held it in 31 quarters since.
- Capital Investment Advisors's NiSource position peaked at $424K in Q2 2015.
- 877 funds tracked by Wall St. Rank held NiSource as of Q1 2026.
Based on Capital Investment Advisors's 13F filing for Q1 2026, filed 16 Apr 2026.