RCM
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Raleigh Capital Management’s NiSource NI Stock Holding History

Raleigh Capital Management’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 		$37.5K Buy
788
+298
+61% +$14.1K 0.01% 297
2026
Q1 		$22.9K Buy
490
+2
+0.4% +$90 0.01% 341
2025
Q4 		$20.4K Sell
488
-14
-3% -$598 0.01% 344
2025
Q3 		$21.7K Buy
+502
New +$20.8K 0.01% 311
2025
Q1 		– Sell
-206
Closed -$7.56K – 865
2024
Q4 		$7.56K Buy
206
+172
+506% +$6.18K ﹤0.01% 649
2024
Q3 		$1.18K Buy
34
+24
+240% +$766 ﹤0.01% 875
2024
Q2 		$288 Hold
10
– – ﹤0.01% 939
2024
Q1 		$277 Sell
10
-153
-94% -$4.02K ﹤0.01% 919
2023
Q4 		$4.33K Buy
+163
New +$4.19K ﹤0.01% 761
2022
Q1 		– Sell
-9,023
Closed -$249K – 655
2021
Q4 		$249K Buy
+9,023
New +$230K 0.26% 88

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 $3.38T AUM 44.17% 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

Raleigh Capital Management's NI Position: Q2 2026 in Review

Raleigh Capital Management increased its NiSource (NI) stake by 61% in Q2 2026, buying an estimated $14.1K and bringing the position to 788 shares worth $37.5K. The position accounts for 0.01% of the portfolio, ranked #297.

Raleigh Capital Management first reported a position in NI in Q4 2021 and has held it in 10 quarters since. The position peaked at $249K in Q4 2021. 916 funds tracked by Wall St. Rank hold NI as of Q2 2026.

  • Raleigh Capital Management held 788 shares of NiSource worth $37.5K as of Q2 2026.
  • Raleigh Capital Management bought 298 NiSource shares in Q2 2026, an estimated $14.1K.
  • NiSource made up 0.01% of Raleigh Capital Management's portfolio in Q2 2026, its #297 holding.
  • Raleigh Capital Management first reported a position in NiSource in Q4 2021 and has held it in 10 quarters since.
  • Raleigh Capital Management's NiSource position peaked at $249K in Q4 2021.
  • 916 funds tracked by Wall St. Rank held NiSource as of Q2 2026.

Based on Raleigh Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.