Bridgewater Associates’s NiSource NI Stock Holding History

Bridgewater Associates’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
2025 Q4	–	Sell	-9,786	Closed	-$424K	–	1139
2025 Q3	$424K	Buy	+9,786	New	+$405K	﹤0.01%	945
2024 Q4	–	Sell	-207,121	Closed	-$7.18M	–	790
2024 Q3	$7.18M	Buy	+207,121	New	+$6.61M	0.04%	311
2024 Q1	–	Sell	-53,012	Closed	-$1.41M	–	765
2023 Q4	$1.41M	Buy	+53,012	New	+$1.36M	0.01%	585
2023 Q1	–	Sell	-44,137	Closed	-$1.21M	–	837
2022 Q4	$1.21M	Buy	44,137 +1,837	+4%	+$48.3K	0.01%	621
2022 Q3	$1.07M	Sell	42,300 -5,542	-12%	-$163K	0.01%	692
2022 Q2	$1.41M	Sell	47,842 -1,635	-3%	-$49.5K	0.01%	744
2022 Q1	$1.57M	Buy	49,477 +27,452	+125%	+$797K	0.01%	728
2021 Q4	$608K	Buy	+22,025	New	+$560K	﹤0.01%	624
2020 Q2	–	Sell	-11,670	Closed	-$291K	–	471
2020 Q1	$291K	Buy	+11,670	New	+$323K	0.01%	345

Other funds holding NI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

T. Rowe Price Investment Management

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Jennison Associates

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM