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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
2026
Q2 		$67M Buy
+1,410,001
New +$66.7M 0.28% 59
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

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

Bridgewater Associates's NI Position: Q2 2026 in Review

Bridgewater Associates opened a new position in NiSource (NI) in Q2 2026: 1,410,001 shares worth $67M. The stake represents 0.28% of the portfolio and ranks #59 among its holdings. This is a return to the name: Bridgewater Associates previously reported a position in NI as recently as Q3 2025.

Bridgewater Associates first reported a position in NI in Q1 2020 and has held it in 10 quarters since. 913 funds tracked by Wall St. Rank hold NI as of Q2 2026.

  • Bridgewater Associates held 1,410,001 shares of NiSource worth $67M as of Q2 2026.
  • NiSource was a new Bridgewater Associates position in Q2 2026.
  • NiSource made up 0.28% of Bridgewater Associates's portfolio in Q2 2026, its #59 holding.
  • Bridgewater Associates first reported a position in NiSource in Q1 2020 and has held it in 10 quarters since.
  • 913 funds tracked by Wall St. Rank held NiSource as of Q2 2026.

Based on Bridgewater Associates's 13F filing for Q2 2026, filed 14 Aug 2026.