Ray Dalio’s NiSource NI Stock Holding History

Ray Dalio’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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Ray Dalio's NI Position: Q2 2026 in Review

Ray Dalio 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: Ray Dalio previously reported a position in NI as recently as Q3 2025.

Ray Dalio first reported a position in NI in Q1 2020 and has held it in 10 quarters since. 917 funds tracked by Wall St. Rank hold NI as of Q2 2026.

Ray Dalio held 1,410,001 shares of NiSource worth $67M as of Q2 2026.
NiSource was a new Ray Dalio position in Q2 2026.
NiSource made up 0.28% of Ray Dalio's portfolio in Q2 2026, its #59 holding.
Ray Dalio first reported a position in NiSource in Q1 2020 and has held it in 10 quarters since.
917 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.