KI
NI icon

Kapitalo Investimentos’s NiSource NI Stock Holding History

Kapitalo Investimentos’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
-6,107
Closed -$224K – 245
2024
Q4 		$224K Sell
6,107
-2,989
-33% -$107K 0.15% 80
2024
Q3 		$315K Buy
+9,096
New +$290K 0.08% 94
2023
Q4 		– Sell
-2,352
Closed -$58K – 658
2023
Q3 		$58K Sell
2,352
-8,864
-79% -$240K 0.01% 466
2023
Q2 		$307K Buy
11,216
+1,192
+12% +$33.1K 0.06% 176
2023
Q1 		$280K Buy
+10,024
New +$274K 0.09% 92

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

Kapitalo Investimentos's NI Position: Q1 2025 in Review

Kapitalo Investimentos sold out of NiSource (NI) in Q1 2025, closing a stake of 6,107 shares — an estimated $224K sold.

Kapitalo Investimentos first reported a position in NI in Q1 2023 and held it in 5 quarters. The position peaked at $315K in Q3 2024. 796 funds tracked by Wall St. Rank hold NI as of Q1 2025.

  • Kapitalo Investimentos reported no remaining NiSource position as of Q1 2025 after selling out during the quarter.
  • Kapitalo Investimentos sold 6,107 NiSource shares in Q1 2025, an estimated $224K.
  • Kapitalo Investimentos first reported a position in NiSource in Q1 2023 and held it in 5 quarters.
  • Kapitalo Investimentos's NiSource position peaked at $315K in Q3 2024.
  • 796 funds tracked by Wall St. Rank held NiSource as of Q1 2025.

Based on Kapitalo Investimentos's 13F filing for Q1 2025, filed 7 May 2025.