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Dmitry Balyasny’s NiSource NI Stock Holding History

Dmitry Balyasny’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
-300,000
Closed -$13M – 3400
2025
Q3 		$13M Buy
+300,000
New +$12.4M 0.02% 920
2014
Q4 		– Sell
-509,000
Closed -$8.2M – 789
2014
Q3 		$8.2M Buy
+509,000
New +$7.78M 0.06% 351

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

Dmitry Balyasny's NI Position: Q2 2026 in Review

Dmitry Balyasny increased its NiSource (NI) stake by 27,379% in Q2 2026, buying an estimated $163M and bringing the position to 3,457,694 shares worth $164M. The position accounts for 0.21% of the portfolio, ranked #106.

Dmitry Balyasny first reported a position in NI in Q1 2014 and has held it in 28 quarters since. 910 funds tracked by Wall St. Rank hold NI as of Q2 2026.

  • Dmitry Balyasny held 3,457,694 shares of NiSource worth $164M as of Q2 2026.
  • Dmitry Balyasny bought 3,445,111 NiSource shares in Q2 2026, an estimated $163M.
  • NiSource made up 0.21% of Dmitry Balyasny's portfolio in Q2 2026, its #106 holding.
  • Dmitry Balyasny first reported a position in NiSource in Q1 2014 and has held it in 28 quarters since.
  • 910 funds tracked by Wall St. Rank held NiSource as of Q2 2026.

Based on Balyasny Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.