Citadel Advisors’s NiSource NI Stock Holding History

Citadel Advisors’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 Q1	$1.74M	Sell	37,300 -700	-2%	-$31.5K	﹤0.01%	6388
2025 Q4	$1.59M	Sell	38,000 -975,600	-96%	-$41.7M	﹤0.01%	6385
2025 Q3	$43.9M	Buy	1,013,600 +958,500	+1,740%	+$39.7M	0.01%	1521
2025 Q2	$2.22M	Buy	55,100 +800	+1%	+$31.4K	﹤0.01%	5510
2025 Q1	$2.18M	Buy	54,300 +37,400	+221%	+$1.44M	﹤0.01%	5368
2024 Q4	$621K	Buy	16,900 +16,000	+1,778%	+$574K	﹤0.01%	8069
2024 Q3	$31.2K	Sell	900 -54,300	-98%	-$1.73M	﹤0.01%	12401
2024 Q2	$1.59M	Buy	55,200 +33,900	+159%	+$956K	﹤0.01%	5741
2024 Q1	$589K	Sell	21,300 -35,900	-63%	-$944K	﹤0.01%	8024
2023 Q4	$1.52M	Buy	57,200 +49,600	+653%	+$1.27M	﹤0.01%	5864
2023 Q3	$188K	Sell	7,600 -2,800	-27%	-$75.7K	﹤0.01%	10017
2023 Q2	$284K	Sell	10,400 -3,500	-25%	-$97.1K	﹤0.01%	9169
2023 Q1	$389K	Sell	13,900 -14,800	-52%	-$405K	﹤0.01%	8829
2022 Q4	$787K	Buy	28,700 +16,900	+143%	+$444K	﹤0.01%	7291
2022 Q3	$297K	Buy	11,800 +1,500	+15%	+$44.2K	﹤0.01%	9607
2022 Q2	$304K	Buy	10,300 +800	+8%	+$24.2K	﹤0.01%	9774
2022 Q1	$302K	Sell	9,500 -7,900	-45%	-$229K	﹤0.01%	10583
2021 Q4	$480K	Sell	17,400 -7,100	-29%	-$181K	﹤0.01%	9794
2021 Q3	$594K	Sell	24,500 -9,800	-29%	-$244K	﹤0.01%	9441
2021 Q2	$840K	Buy	34,300 +17,300	+102%	+$440K	﹤0.01%	8804
2021 Q1	$410K	Buy	17,000 +900	+6%	+$20.3K	﹤0.01%	10119
2020 Q4	$369K	Buy	16,100 +3,600	+29%	+$84.2K	﹤0.01%	8711
2020 Q3	$275K	Sell	12,500 -2,700	-18%	-$62.7K	﹤0.01%	8274
2020 Q2	$346K	Buy	15,200 +3,000	+25%	+$72.4K	﹤0.01%	7686
2020 Q1	$305K	Buy	+12,200	New	+$337K	﹤0.01%	7313
2019 Q3	–	Sell	-13,600	Closed	-$392K	–	9567
2019 Q2	$392K	Sell	13,600 -29,500	-68%	-$831K	﹤0.01%	7178
2019 Q1	$1.24M	Sell	43,100 -8,000	-16%	-$216K	﹤0.01%	5219
2018 Q4	$1.29M	Sell	51,100 -14,500	-22%	-$374K	﹤0.01%	4894
2018 Q3	$1.64M	Buy	65,600 +39,800	+154%	+$1.05M	﹤0.01%	4734
2018 Q2	$678K	Buy	25,800 +10,600	+70%	+$260K	﹤0.01%	5877
2018 Q1	$363K	Buy	+15,200	New	+$360K	﹤0.01%	6434
2017 Q1	–	Sell	-15,600	Closed	-$345K	–	7836
2016 Q4	$345K	Buy	+15,600	New	+$347K	﹤0.01%	5482
2016 Q1	–	Sell	-2,100	Closed	-$41K	–	7574
2015 Q4	$41K	Sell	2,100 -4,000	-66%	-$76.9K	﹤0.01%	7457
2015 Q3	$113K	Sell	6,100 -93,410	-94%	-$1.6M	﹤0.01%	6838
2015 Q2	$1.78M	Buy	99,510 +14,252	+17%	+$254K	﹤0.01%	3184
2015 Q1	$1.48M	Buy	85,258 +34,867	+69%	+$591K	﹤0.01%	3456
2014 Q4	$840K	Sell	50,391 -178,150	-78%	-$2.9M	﹤0.01%	3992
2014 Q3	$3.68M	Buy	228,541 +74,823	+49%	+$1.14M	﹤0.01%	2258
2014 Q2	$2.38M	Buy	153,718 +120,887	+368%	+$1.75M	﹤0.01%	2566
2014 Q1	$458K	Buy	32,831 +17,561	+115%	+$237K	﹤0.01%	4463
2013 Q4	$197K	Sell	15,270 -2,545	-14%	-$31.6K	﹤0.01%	5039
2013 Q3	$216K	Buy	17,815 +8,144	+84%	+$96.4K	﹤0.01%	4691
2013 Q2	$109K	Buy	+9,671	New	+$112K	﹤0.01%	5160

Other funds holding NI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Citadel Advisors's NI Position: Q1 2026 in Review

Citadel Advisors reduced its NiSource (NI) stake by 68% in Q1 2026, selling an estimated $75.7M and leaving 806,380 shares worth $37.6M. The position accounts for 0.01% of the portfolio, ranked #1625.

Citadel Advisors first reported a position in NI in Q2 2013 and has held it in 51 quarters since. The position peaked at $195M in Q1 2020. 878 funds tracked by Wall St. Rank hold NI as of Q1 2026.

Citadel Advisors held 806,380 shares of NiSource worth $37.6M as of Q1 2026.
Citadel Advisors sold 1,680,000 NiSource shares in Q1 2026, an estimated $75.7M.
NiSource made up 0.01% of Citadel Advisors's portfolio in Q1 2026, its #1625 holding.
Citadel Advisors first reported a position in NiSource in Q2 2013 and has held it in 51 quarters since.
Citadel Advisors's NiSource position peaked at $195M in Q1 2020.
878 funds tracked by Wall St. Rank held NiSource as of Q1 2026.

Based on Citadel Advisors's 13F filing for Q1 2026, filed 15 May 2026.