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SummitTX Capital’s NiSource NI Stock Holding History

SummitTX Capital’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 		$5.57M Sell
117,158
-122,323
-51% -$5.79M 0.14% 170
2026
Q1 		$11.2M Buy
239,481
+102,961
+75% +$4.64M 0.35% 52
2025
Q4 		$5.7M Sell
136,520
-23,092
-14% -$986K 0.17% 142
2025
Q3 		$6.91M Sell
159,612
-133,994
-46% -$5.55M 0.29% 77
2025
Q2 		$11.8M Sell
293,606
-80,334
-21% -$3.15M 0.51% 32
2025
Q1 		$15M Buy
+373,940
New +$14.4M 0.65% 17

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

SummitTX Capital's NI Position: Q2 2026 in Review

SummitTX Capital reduced its NiSource (NI) stake by 51% in Q2 2026, selling an estimated $5.79M and leaving 117,158 shares worth $5.57M. The position accounts for 0.14% of the portfolio, ranked #170.

SummitTX Capital first reported a position in NI in Q1 2025 and has held it in 6 quarters since. The position peaked at $15M in Q1 2025. 913 funds tracked by Wall St. Rank hold NI as of Q2 2026.

  • SummitTX Capital held 117,158 shares of NiSource worth $5.57M as of Q2 2026.
  • SummitTX Capital sold 122,323 NiSource shares in Q2 2026, an estimated $5.79M.
  • NiSource made up 0.14% of SummitTX Capital's portfolio in Q2 2026, its #170 holding.
  • SummitTX Capital first reported a position in NiSource in Q1 2025 and has held it in 6 quarters since.
  • SummitTX Capital's NiSource position peaked at $15M in Q1 2025.
  • 913 funds tracked by Wall St. Rank held NiSource as of Q2 2026.

Based on SummitTX Capital's 13F filing for Q2 2026, filed 14 Aug 2026.