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Richardson Capital Management’s NiSource NI Stock Holding History

Richardson 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 		– Sell
-191
Closed -$8.91K – 340
2026
Q1 		$8.91K Buy
191
+161
+537% +$7.25K ﹤0.01% 219
2025
Q4 		$1.25K Buy
+30
New +$1.28K ﹤0.01% 230

Other funds holding NI

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Vanguard Capital Management
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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

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

Richardson Capital Management sold out of NiSource (NI) in Q2 2026, closing a stake of 191 shares — an estimated $8.91K sold.

Richardson Capital Management first reported a position in NI in Q4 2025 and held it in 2 quarters. The position peaked at $8.91K in Q1 2026. 914 funds tracked by Wall St. Rank hold NI as of Q2 2026.

  • Richardson Capital Management reported no remaining NiSource position as of Q2 2026 after selling out during the quarter.
  • Richardson Capital Management sold 191 NiSource shares in Q2 2026, an estimated $8.91K.
  • Richardson Capital Management first reported a position in NiSource in Q4 2025 and held it in 2 quarters.
  • Richardson Capital Management's NiSource position peaked at $8.91K in Q1 2026.
  • 914 funds tracked by Wall St. Rank held NiSource as of Q2 2026.

Based on Richardson Capital Management's 13F filing for Q2 2026, filed 17 Jul 2026.