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Yousif Capital Management’s NiSource NI Stock Holding History

Yousif 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 		$3.22M Sell
67,776
-3,455
-5% -$163K 0.04% 460
2026
Q1 		$3.32M Sell
71,231
-2,135
-3% -$96.2K 0.04% 434
2025
Q4 		$3.18M Sell
73,366
-4,357
-6% -$186K 0.03% 488
2025
Q3 		$3.37M Sell
77,723
-7,396
-9% -$306K 0.04% 468
2025
Q2 		$3.43M Sell
85,119
-29
-0% -$1.14K 0.04% 458
2025
Q1 		$3.41M Sell
85,148
-2,667
-3% -$103K 0.04% 438
2024
Q4 		$3.23M Buy
87,815
+25,784
+42% +$926K 0.04% 484
2024
Q3 		$2.15M Sell
62,031
-25,060
-29% -$800K 0.02% 730
2024
Q2 		$2.51M Buy
87,091
+29,239
+51% +$825K 0.03% 634
2024
Q1 		$1.6M Sell
57,852
-707
-1% -$18.6K 0.02% 929
2023
Q4 		$1.55M Sell
58,559
-34,429
-37% -$885K 0.02% 961
2023
Q3 		$2.29M Sell
92,988
-595
-0.6% -$16.1K 0.03% 655
2023
Q2 		$2.56M Sell
93,583
-1,906
-2% -$52.9K 0.03% 633
2023
Q1 		$2.67M Sell
95,489
-5,893
-6% -$161K 0.03% 603
2022
Q4 		$2.78M Buy
101,382
+918
+0.9% +$24.1K 0.04% 575
2022
Q3 		$2.53M Sell
100,464
-1,026
-1% -$30.2K 0.04% 581
2022
Q2 		$2.99M Buy
101,490
+1,909
+2% +$57.8K 0.04% 537
2022
Q1 		$3.17M Sell
99,581
-5,432
-5% -$158K 0.03% 595
2021
Q4 		$2.9M Buy
+105,013
New +$2.67M 0.03% 698

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

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

Yousif Capital Management reduced its NiSource (NI) stake by 4.9% in Q2 2026, selling an estimated $163K and leaving 67,776 shares worth $3.22M. The position accounts for 0.04% of the portfolio, ranked #460.

Yousif Capital Management first reported a position in NI in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.43M in Q2 2025. 916 funds tracked by Wall St. Rank hold NI as of Q2 2026.

  • Yousif Capital Management held 67,776 shares of NiSource worth $3.22M as of Q2 2026.
  • Yousif Capital Management sold 3,455 NiSource shares in Q2 2026, an estimated $163K.
  • NiSource made up 0.04% of Yousif Capital Management's portfolio in Q2 2026, its #460 holding.
  • Yousif Capital Management first reported a position in NiSource in Q4 2021 and has held it in 19 quarters since.
  • Yousif Capital Management's NiSource position peaked at $3.43M in Q2 2025.
  • 916 funds tracked by Wall St. Rank held NiSource as of Q2 2026.

Based on Yousif Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.