Soroban Capital Partners’s NiSource NI Stock Holding History

Soroban Capital Partners’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	$210M	Sell	4,493,353 -894,427	-17%	-$40.3M	0.4%	20
2025 Q4	$233M	Buy	5,387,780 +238,613	+5%	+$10.2M	1.63%	20
2025 Q3	$223M	Buy	5,149,167 +714,922	+16%	+$29.6M	1.68%	18
2025 Q2	$179M	Buy	4,434,245 +1,516,296	+52%	+$59.5M	1.74%	19
2025 Q1	$117M	Sell	2,917,949 -70,700	-2%	-$2.72M	1.65%	17
2024 Q4	$110M	Hold	2,988,649	–	–	1.47%	17
2024 Q3	$104M	Sell	2,988,649 -290,000	-9%	-$9.25M	1.43%	18
2024 Q2	$94.5M	Buy	3,278,649 +1,374,568	+72%	+$38.8M	1.39%	18
2024 Q1	$52.7M	Buy	1,904,081 +788,170	+71%	+$20.7M	0.8%	19
2023 Q4	$29.6M	Buy	+1,115,911	New	+$28.7M	0.37%	26

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

Soroban Capital Partners's NI Position: Q1 2026 in Review

Soroban Capital Partners reduced its NiSource (NI) stake by 17% in Q1 2026, selling an estimated $40.3M and leaving 4,493,353 shares worth $210M. The position accounts for 0.4% of the portfolio, ranked #20.

Soroban Capital Partners first reported a position in NI in Q4 2023 and has held it in 10 quarters since. The position peaked at $233M in Q4 2025. 878 funds tracked by Wall St. Rank hold NI as of Q1 2026.

Soroban Capital Partners held 4,493,353 shares of NiSource worth $210M as of Q1 2026.
Soroban Capital Partners sold 894,427 NiSource shares in Q1 2026, an estimated $40.3M.
NiSource made up 0.4% of Soroban Capital Partners's portfolio in Q1 2026, its #20 holding.
Soroban Capital Partners first reported a position in NiSource in Q4 2023 and has held it in 10 quarters since.
Soroban Capital Partners's NiSource position peaked at $233M in Q4 2025.
878 funds tracked by Wall St. Rank held NiSource as of Q1 2026.

Based on Soroban Capital Partners's 13F filing for Q1 2026, filed 15 May 2026.