Capstone Investment Advisors
NI icon

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 – 1719
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 – 2227
2023
Q2 		$415K Buy
+15,157
New +$421K ﹤0.01% 1236
2021
Q4 		– Sell
-179
Closed -$4.55K – 2011
2021
Q3 		$4K Buy
+179
New +$4.46K ﹤0.01% 1992
2021
Q1 		– Sell
-2,217
Closed -$50K – 1873
2020
Q4 		$51K Buy
+2,217
New +$51.8K ﹤0.01% 1622
2020
Q1 		– Sell
-1,637
Closed -$46K – 1311
2019
Q4 		$46K Buy
+1,637
New +$44.9K ﹤0.01% 1338
2016
Q2 		– Sell
-11,000
Closed -$259K – 805
2016
Q1 		$259K Buy
+11,000
New +$236K 0.01% 553

Other funds holding NI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Capstone Investment Advisors's NI Position: Q1 2025 in Review

Capstone Investment Advisors sold out of NiSource (NI) in Q1 2025, closing a stake of 9,625 shares — an estimated $354K sold.

Capstone Investment Advisors first reported a position in NI in Q1 2016 and held it in 9 quarters. The position peaked at $415K in Q2 2023. 796 funds tracked by Wall St. Rank hold NI as of Q1 2025.

  • Capstone Investment Advisors reported no remaining NiSource position as of Q1 2025 after selling out during the quarter.
  • Capstone Investment Advisors sold 9,625 NiSource shares in Q1 2025, an estimated $354K.
  • Capstone Investment Advisors first reported a position in NiSource in Q1 2016 and held it in 9 quarters.
  • Capstone Investment Advisors's NiSource position peaked at $415K in Q2 2023.
  • 796 funds tracked by Wall St. Rank held NiSource as of Q1 2025.

Based on Capstone Investment Advisors's 13F filing for Q1 2025, filed 15 May 2025.