Proficio Capital Partners’s NiSource NI Stock Holding History

Proficio Capital Partners’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	$375K	Buy	+7,893	New	+$374K	0.01%	422
2025 Q3	–	Sell	-9,733	Closed	-$393K	–	355
2025 Q2	$393K	Buy	9,733 +3,824	+65%	+$150K	0.02%	284
2025 Q1	$237K	Buy	+5,909	New	+$228K	0.02%	338
2019 Q3	–	Sell	-524	Closed	-$15K	–	1037
2019 Q2	$15K	Sell	524 -3	-0.6%	-$85	0.01%	804
2019 Q1	$15K	Buy	527 +7	+1%	+$189	0.01%	754
2018 Q4	$13K	Hold	520	–	–	0.01%	668
2018 Q3	$13K	Hold	520	–	–	﹤0.01%	733
2018 Q2	$14K	Hold	520	–	–	0.01%	713
2018 Q1	$12K	Buy	520 +221	+74%	+$5.23K	﹤0.01%	765
2017 Q4	$8K	Hold	299	–	–	﹤0.01%	880
2017 Q3	$8K	Sell	299 -67	-18%	-$1.76K	﹤0.01%	857
2017 Q2	$10K	Buy	366 +83	+29%	+$2.07K	﹤0.01%	797
2017 Q1	$7K	Buy	283 +98	+53%	+$2.24K	﹤0.01%	906
2016 Q4	$4K	Buy	+185	New	+$4.12K	﹤0.01%	793

Other funds holding NI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Proficio Capital Partners's NI Position: Q2 2026 in Review

Proficio Capital Partners opened a new position in NiSource (NI) in Q2 2026: 7,893 shares worth $375K. The stake represents 0.01% of the portfolio and ranks #422 among its holdings. This is a return to the name: Proficio Capital Partners previously reported a position in NI as recently as Q2 2025.

Proficio Capital Partners first reported a position in NI in Q4 2016 and has held it in 14 quarters since. The position peaked at $393K in Q2 2025. 915 funds tracked by Wall St. Rank hold NI as of Q2 2026.

Proficio Capital Partners held 7,893 shares of NiSource worth $375K as of Q2 2026.
NiSource was a new Proficio Capital Partners position in Q2 2026.
NiSource made up 0.01% of Proficio Capital Partners's portfolio in Q2 2026, its #422 holding.
Proficio Capital Partners first reported a position in NiSource in Q4 2016 and has held it in 14 quarters since.
Proficio Capital Partners's NiSource position peaked at $393K in Q2 2025.
915 funds tracked by Wall St. Rank held NiSource as of Q2 2026.

Based on Proficio Capital Partners's 13F filing for Q2 2026, filed 17 Aug 2026.