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CoreCap Advisors’s NiSource NI Stock Holding History

CoreCap 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
2026
Q2 		$73.4K Buy
1,543
+1,152
+295% +$54.5K ﹤0.01% 1242
2026
Q1 		$18.2K Buy
391
+3
+0.8% +$135 ﹤0.01% 1706
2025
Q4 		$16.2K Buy
388
+32
+9% +$1.37K ﹤0.01% 1768
2025
Q3 		$15.4K Buy
356
+184
+107% +$7.62K ﹤0.01% 1766
2025
Q2 		$6.94K Sell
172
-261
-60% -$10.2K ﹤0.01% 2013
2025
Q1 		$17.4K Hold
433
– – ﹤0.01% 1604
2024
Q4 		$15.9K Sell
433
-226
-34% -$8.11K ﹤0.01% 1610
2024
Q3 		$22.8K Buy
659
+451
+217% +$14.4K ﹤0.01% 1496
2024
Q2 		$5.99K Hold
208
– – ﹤0.01% 1143
2024
Q1 		$5.75K Buy
+208
New +$5.47K ﹤0.01% 1887
2022
Q4 		$6K Buy
+219
New +$5.75K ﹤0.01% 1702
2022
Q3 		– Sell
-419
Closed -$12K – 1521
2022
Q2 		$12K Buy
+419
New +$12.7K ﹤0.01% 1429
2022
Q1 		– Sell
-419
Closed -$12K – 1511
2021
Q4 		$12K Buy
+419
New +$10.7K ﹤0.01% 1495

Other funds holding NI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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 $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

CoreCap Advisors's NI Position: Q2 2026 in Review

CoreCap Advisors increased its NiSource (NI) stake by 295% in Q2 2026, buying an estimated $54.5K and bringing the position to 1,543 shares worth $73.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1242.

CoreCap Advisors first reported a position in NI in Q4 2021 and has held it in 13 quarters since. 914 funds tracked by Wall St. Rank hold NI as of Q2 2026.

  • CoreCap Advisors held 1,543 shares of NiSource worth $73.4K as of Q2 2026.
  • CoreCap Advisors bought 1,152 NiSource shares in Q2 2026, an estimated $54.5K.
  • NiSource made up ﹤0.01% of CoreCap Advisors's portfolio in Q2 2026, its #1242 holding.
  • CoreCap Advisors first reported a position in NiSource in Q4 2021 and has held it in 13 quarters since.
  • 914 funds tracked by Wall St. Rank held NiSource as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.