Jim Simons’s NiSource NI Stock Holding History

Jim Simons’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	$420K	Buy	+9,000	New	+$405K	﹤0.01%	2670
2025 Q4	–	Sell	-980,800	Closed	-$42.5M	–	3581
2025 Q3	$42.5M	Sell	980,800 -383,490	-28%	-$15.9M	0.06%	412
2025 Q2	$55M	Buy	1,364,290 +860,790	+171%	+$33.8M	0.07%	307
2025 Q1	$20.2M	Buy	+503,500	New	+$19.4M	0.03%	655
2023 Q4	–	Sell	-104,900	Closed	-$2.59M	–	3998
2023 Q3	$2.59M	Sell	104,900 -667,800	-86%	-$18M	﹤0.01%	1707
2023 Q2	$21.1M	Buy	772,700 +247,800	+47%	+$6.88M	0.03%	651
2023 Q1	$14.7M	Sell	524,900 -119,400	-19%	-$3.27M	0.02%	881
2022 Q4	$17.7M	Sell	644,300 -479,604	-43%	-$12.6M	0.02%	775
2022 Q3	$28.3M	Buy	1,123,904 +214,800	+24%	+$6.33M	0.04%	505
2022 Q2	$26.8M	Buy	909,104 +535,000	+143%	+$16.2M	0.03%	593
2022 Q1	$11.9M	Buy	374,104 +194,800	+109%	+$5.65M	0.01%	1013
2021 Q4	$4.95M	Sell	179,304 -1,862,996	-91%	-$47.4M	0.01%	1538
2021 Q3	$49.5M	Buy	2,042,300 +203,600	+11%	+$5.08M	0.06%	313
2021 Q2	$45M	Buy	+1,838,700	New	+$46.8M	0.06%	365
2020 Q4	–	Sell	-181,300	Closed	-$3.99M	–	3612
2020 Q3	$3.99M	Sell	181,300 -426,000	-70%	-$9.89M	﹤0.01%	1703
2020 Q2	$13.8M	Sell	607,300 -1,234,631	-67%	-$29.8M	0.01%	1032
2020 Q1	$46M	Buy	1,841,931 +1,633,431	+783%	+$45.2M	0.04%	417
2019 Q4	$5.8M	Sell	208,500 -885,400	-81%	-$24.3M	﹤0.01%	1762
2019 Q3	$32.7M	Buy	1,093,900 +446,700	+69%	+$13.1M	0.03%	694
2019 Q2	$18.6M	Buy	647,200 +464,600	+254%	+$13.1M	0.02%	1003
2019 Q1	$5.23M	Sell	182,600 -428,675	-70%	-$11.6M	﹤0.01%	1776
2018 Q4	$15.5M	Sell	611,275 -320,725	-34%	-$8.27M	0.02%	1042
2018 Q3	$23.2M	Sell	932,000 -596,100	-39%	-$15.8M	0.02%	845
2018 Q2	$40.2M	Buy	1,528,100 +136,500	+10%	+$3.35M	0.04%	539
2018 Q1	$33.3M	Buy	1,391,600 +384,500	+38%	+$9.11M	0.04%	629
2017 Q4	$25.9M	Sell	1,007,100 -736,600	-42%	-$19.6M	0.03%	786
2017 Q3	$44.6M	Buy	1,743,700 +577,700	+50%	+$15.2M	0.05%	468
2017 Q2	$29.6M	Sell	1,166,000 -731,000	-39%	-$18.2M	0.04%	629
2017 Q1	$45.1M	Sell	1,897,000 -54,400	-3%	-$1.24M	0.06%	388
2016 Q4	$43.2M	Buy	1,951,400 +1,803,000	+1,215%	+$40.1M	0.07%	388
2016 Q3	$3.58M	Buy	+148,400	New	+$3.71M	0.01%	1820
2016 Q1	–	Sell	-90,000	Closed	-$1.76M	–	3477
2015 Q4	$1.76M	Buy	+90,000	New	+$1.73M	﹤0.01%	2194
2015 Q3	–	Sell	-297,765	Closed	-$5.33M	–	3294
2015 Q2	$5.33M	Buy	+297,765	New	+$5.3M	0.01%	1394
2015 Q1	–	Sell	-777,498	Closed	-$13M	–	3291
2014 Q4	$13M	Buy	777,498 +755,611	+3,452%	+$12.3M	0.03%	728
2014 Q3	$352K	Buy	+21,887	New	+$334K	﹤0.01%	2421
2014 Q1	–	Sell	-619,453	Closed	-$8M	–	2958
2013 Q4	$8M	Sell	619,453 -2,222,549	-78%	-$27.6M	0.02%	908
2013 Q3	$34.5M	Sell	2,842,002 -2,163,250	-43%	-$25.6M	0.08%	280
2013 Q2	$56.3M	Buy	+5,005,252	New	+$57.9M	0.15%	145

Other funds holding NI

BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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 $344B AUM 42.99% 1-Year Est. Return

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

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

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

Jim Simons's NI Position: Q1 2026 in Review

Jim Simons opened a new position in NiSource (NI) in Q1 2026: 9,000 shares worth $420K. The stake represents ﹤0.01% of the portfolio and ranks #2670 among its holdings. This is a return to the name: Jim Simons previously reported a position in NI as recently as Q3 2025.

Jim Simons first reported a position in NI in Q2 2013 and has held it in 38 quarters since. The position peaked at $56.3M in Q2 2013. 880 funds tracked by Wall St. Rank hold NI as of Q1 2026.

Jim Simons held 9,000 shares of NiSource worth $420K as of Q1 2026.
NiSource was a new Jim Simons position in Q1 2026.
NiSource made up ﹤0.01% of Jim Simons's portfolio in Q1 2026, its #2670 holding.
Jim Simons first reported a position in NiSource in Q2 2013 and has held it in 38 quarters since.
Jim Simons's NiSource position peaked at $56.3M in Q2 2013.
880 funds tracked by Wall St. Rank held NiSource as of Q1 2026.

Based on Renaissance Technologies's 13F filing for Q1 2026, filed 14 May 2026.