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Capital Investment Advisors, LLC → NI
Capital Investment Advisors, LLC NI Position History
NiSource Inc. • Utilities
Quarters held
10
Latest value
$6.5M
Q3 2026
Peak value
$8M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $331K |
| Q4 2025 | $5.5M |
| Q1 2026 | $380K |
| Q1 2026 | $380K |
| Q1 2026 | $8M |
| Q1 2026 | $8M |
| Q2 2026 | $367K |
| Q2 2026 | $7.3M |
| Q3 2026 | $280K |
| Q3 2026 | $6.5M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $6.5M | 63.0K | — | — |
| Q3 2026 | $280K | 7.2K | — | — |
| Q2 2026 | $7.3M | 62.9K | — | — |
| Q2 2026 | $367K | 7.7K | — | — |
| Q1 2026 | $8M | 59.9K | — | — |
| Q1 2026 | $8M | 59.9K | — | — |
| Q1 2026 | $380K | 8.1K | — | — |
| Q1 2026 | $380K | 8.1K | — | — |
| Q4 2025 | $5.5M | 44.3K | — | — |
| Q4 2025 | $331K | 7.9K | — | — |
Other funds holding NI
$2.5B
$2.4B
$2.4B
$2.3B
$1.3B
$1.3B
$1.3B
$1.1B