Dimensional Fund Advisors’s NiSource NI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $124M | Buy |
2,607,612
+49,258
| +2% | +$2.33M | 0.02% | 1021 |
|
|
2026
Q1 | $119M | Buy |
2,558,354
+106,400
| +4% | +$4.79M | 0.02% | 945 |
|
|
2025
Q4 | $102M | Sell |
2,451,954
-31,386
| -1% | -$1.34M | 0.02% | 1060 |
|
|
2025
Q3 | $108M | Buy |
2,483,340
+46,441
| +2% | +$1.92M | 0.02% | 1001 |
|
|
2025
Q2 | $98.3M | Sell |
2,436,899
-38,805
| -2% | -$1.52M | 0.02% | 1023 |
|
|
2025
Q1 | $99.2M | Sell |
2,475,704
-73,085
| -3% | -$2.82M | 0.02% | 983 |
|
|
2024
Q4 | $93.7M | Buy |
2,548,789
+46,072
| +2% | +$1.65M | 0.02% | 1070 |
|
|
2024
Q3 | $86.7M | Buy |
2,502,717
+178,719
| +8% | +$5.7M | 0.02% | 1156 |
|
|
2024
Q2 | $67M | Buy |
2,323,998
+157,236
| +7% | +$4.44M | 0.02% | 1254 |
|
|
2024
Q1 | $59.9M | Sell |
2,166,762
-14,396
| -0.7% | -$378K | 0.02% | 1341 |
|
|
2023
Q4 | $57.9M | Buy |
2,181,158
+10,489
| +0.5% | +$270K | 0.02% | 1332 |
|
|
2023
Q3 | $53.6M | Sell |
2,170,669
-45,411
| -2% | -$1.23M | 0.02% | 1297 |
|
|
2023
Q2 | $60.6M | Buy |
2,216,080
+43,993
| +2% | +$1.22M | 0.02% | 1219 |
|
|
2023
Q1 | $60.7M | Buy |
2,172,087
+59,139
| +3% | +$1.62M | 0.02% | 1179 |
|
|
2022
Q4 | $57.9K | Buy |
2,112,948
+71,896
| +4% | +$1.89M | 0.02% | 1214 |
|
|
2022
Q3 | $51.4M | Sell |
2,041,052
-13,181
| -0.6% | -$388K | 0.02% | 1207 |
|
|
2022
Q2 | $60.6M | Buy |
2,054,233
+101,557
| +5% | +$3.08M | 0.02% | 1132 |
|
|
2022
Q1 | $62.1M | Buy |
1,952,676
+447,102
| +30% | +$13M | 0.02% | 1226 |
|
|
2021
Q4 | $41.6M | Buy |
1,505,574
+22,076
| +1% | +$562K | 0.01% | 1541 |
|
|
2021
Q3 | $35.9M | Buy |
1,483,498
+54,374
| +4% | +$1.36M | 0.01% | 1661 |
|
|
2021
Q2 | $35M | Buy |
1,429,124
+43,580
| +3% | +$1.11M | 0.01% | 1721 |
|
|
2021
Q1 | $33.4M | Sell |
1,385,544
-43,624
| -3% | -$984K | 0.01% | 1725 |
|
|
2020
Q4 | $32.8M | Buy |
1,429,168
+16,184
| +1% | +$378K | 0.01% | 1700 |
|
|
2020
Q3 | $31.1M | Buy |
1,412,984
+62,212
| +5% | +$1.44M | 0.01% | 1574 |
|
|
2020
Q2 | $30.7M | Buy |
1,350,772
+8,277
| +0.6% | +$200K | 0.01% | 1586 |
|
|
2020
Q1 | $33.5M | Sell |
1,342,495
-95,387
| -7% | -$2.64M | 0.02% | 1380 |
|
|
2019
Q4 | $40M | Sell |
1,437,882
-24,195
| -2% | -$663K | 0.01% | 1628 |
|
|
2019
Q3 | $43.7M | Sell |
1,462,077
-16,751
| -1% | -$491K | 0.02% | 1509 |
|
|
2019
Q2 | $42.6M | Buy |
1,478,828
+26,981
| +2% | +$760K | 0.02% | 1572 |
|
|
2019
Q1 | $41.6M | Sell |
1,451,847
-23,597
| -2% | -$636K | 0.02% | 1588 |
|
|
2018
Q4 | $37.4M | Buy |
1,475,444
+74,548
| +5% | +$1.92M | 0.02% | 1548 |
|
|
2018
Q3 | $34.9M | Buy |
1,400,896
+200,381
| +17% | +$5.3M | 0.01% | 1773 |
|
|
2018
Q2 | $31.5M | Buy |
1,200,515
+24,553
| +2% | +$602K | 0.01% | 1841 |
|
|
2018
Q1 | $28.1M | Buy |
1,175,962
+5,352
| +0.5% | +$127K | 0.01% | 1853 |
|
|
2017
Q4 | $30M | Sell |
1,170,610
-65,747
| -5% | -$1.75M | 0.01% | 1823 |
|
|
2017
Q3 | $31.6M | Buy |
1,236,357
+10
| +0% | +$263 | 0.01% | 1742 |
|
|
2017
Q2 | $31.4M | Buy |
1,236,347
+15,843
| +1% | +$395K | 0.01% | 1708 |
|
|
2017
Q1 | $29M | Buy |
1,220,504
+12,599
| +1% | +$288K | 0.01% | 1730 |
|
|
2016
Q4 | $26.7M | Sell |
1,207,905
-18,531
| -2% | -$412K | 0.01% | 1759 |
|
|
2016
Q3 | $29.6M | Sell |
1,226,436
-21,046
| -2% | -$527K | 0.02% | 1590 |
|
|
2016
Q2 | $33.1M | Buy |
1,247,482
+2,642
| +0.2% | +$63.4K | 0.02% | 1405 |
|
|
2016
Q1 | $29.3M | Sell |
1,244,840
-2,200
| -0.2% | -$47.2K | 0.02% | 1488 |
|
|
2015
Q4 | $24.3M | Buy |
1,247,040
+19,209
| +2% | +$369K | 0.02% | 1612 |
|
|
2015
Q3 | $22.8M | Sell |
1,227,831
-282,400
| -19% | -$4.83M | 0.01% | 1611 |
|
|
2015
Q2 | $27.1M | Buy |
1,510,231
+261,975
| +21% | +$4.66M | 0.02% | 1538 |
|
|
2015
Q1 | $21.7M | Buy |
1,248,256
+99,201
| +9% | +$1.68M | 0.01% | 1712 |
|
|
2014
Q4 | $19.2M | Buy |
1,149,055
+74,984
| +7% | +$1.22M | 0.01% | 1780 |
|
|
2014
Q3 | $17.3M | Sell |
1,074,071
-24,254
| -2% | -$371K | 0.01% | 1791 |
|
|
2014
Q2 | $17M | Buy |
1,098,325
+10,742
| +1% | +$155K | 0.01% | 1810 |
|
|
2014
Q1 | $15.2M | Buy |
1,087,583
+33,513
| +3% | +$453K | 0.01% | 1834 |
|
|
2013
Q4 | $13.6M | Buy |
1,054,070
+86,924
| +9% | +$1.08M | 0.01% | 1913 |
|
|
2013
Q3 | $11.7M | Buy |
967,146
+34,078
| +4% | +$404K | 0.01% | 1969 |
|
|
2013
Q2 | $10.5M | Buy |
+933,068
| New | +$10.8M | 0.01% | 1946 |
|
Other funds holding NI
Dimensional Fund Advisors's NI Position: Q2 2026 in Review
Dimensional Fund Advisors increased its NiSource (NI) stake by 1.9% in Q2 2026, buying an estimated $2.33M and bringing the position to 2,607,612 shares worth $124M. The position accounts for 0.02% of the portfolio, ranked #1021.
Dimensional Fund Advisors first reported a position in NI in Q2 2013 and has held it in 53 quarters since. 912 funds tracked by Wall St. Rank hold NI as of Q2 2026.
- Dimensional Fund Advisors held 2,607,612 shares of NiSource worth $124M as of Q2 2026.
- Dimensional Fund Advisors bought 49,258 NiSource shares in Q2 2026, an estimated $2.33M.
- NiSource made up 0.02% of Dimensional Fund Advisors's portfolio in Q2 2026, its #1021 holding.
- Dimensional Fund Advisors first reported a position in NiSource in Q2 2013 and has held it in 53 quarters since.
- 912 funds tracked by Wall St. Rank held NiSource as of Q2 2026.
Based on Dimensional Fund Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.