Capstone Investment Advisors
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Capstone Investment Advisors’s NiSource NI Stock Holding History

Capstone Investment Advisors’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
Q1 		– Sell
-9,625
Closed -$354K – 1738
2024
Q4 		$354K Buy
9,625
+1,705
+22% +$61.2K ﹤0.01% 1432
2024
Q3 		$274K Sell
7,920
-69
-0.9% -$2.2K 0.01% 1452
2024
Q2 		$230K Sell
7,989
-4,146
-34% -$117K 0.01% 1712
2024
Q1 		$336K Buy
+12,135
New +$319K 0.01% 1775
2023
Q3 		– Sell
-15,157
Closed -$415K – 2251
2023
Q2 		$415K Buy
+15,157
New +$421K 0.01% 1236
2021
Q4 		– Sell
-179
Closed -$4.55K – 2067
2021
Q3 		$4K Buy
+179
New +$4.46K ﹤0.01% 1992
2021
Q1 		– Sell
-2,217
Closed -$50K – 1993
2020
Q4 		$51K Buy
+2,217
New +$51.8K ﹤0.01% 1622
2020
Q1 		– Sell
-1,637
Closed -$46K – 1387
2019
Q4 		$46K Buy
+1,637
New +$44.9K ﹤0.01% 1338
2016
Q2 		– Sell
-11,000
Closed -$259K – 818
2016
Q1 		$259K Buy
+11,000
New +$236K 0.01% 553

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