Zimmer Partners’s NiSource NI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$240M Buy
5,142,959
+1,272,859
+33% +$57.3M 5.79% 2
2025
Q4
$162M Sell
3,870,100
-2,016,883
-34% -$86.2M 4.26% 4
2025
Q3
$255M Buy
5,886,983
+5,611,983
+2,041% +$232M 5.51% 3
2025
Q2
$11.1M Buy
275,000
+62,773
+30% +$2.46M 0.24% 75
2025
Q1
$8.51M Sell
212,227
-89,237
-30% -$3.44M 0.16% 96
2024
Q4
$11.1M Sell
301,464
-6,269,590
-95% -$225M 0.19% 72
2024
Q3
$228M Sell
6,571,054
-1,392,519
-17% -$44.4M 4.15% 6
2024
Q2
$229M Sell
7,963,573
-944,170
-11% -$26.6M 4.23% 7
2024
Q1
$246M Buy
8,907,743
+5,290,322
+146% +$139M 5.27% 4
2023
Q4
$96M Buy
3,617,421
+293,368
+9% +$7.54M 3.52% 8
2023
Q3
$82M Sell
3,324,053
-1,588,144
-32% -$42.9M 2.12% 15
2023
Q2
$134M Buy
4,912,197
+585,183
+14% +$16.2M 3.16% 7
2023
Q1
$121M Sell
4,327,014
-414,131
-9% -$11.3M 2.48% 11
2022
Q4
$130M Buy
+4,741,145
New +$125M 2.61% 11
2021
Q4
Sell
-1,203,400
Closed -$29.2M 151
2021
Q3
$29.2M Sell
1,203,400
-2,155,233
-64% -$53.7M 0.46% 56
2021
Q2
$82.3M Buy
+3,358,633
New +$85.4M 1.11% 31
2020
Q3
Sell
-6,610,809
Closed -$150M 146
2020
Q2
$150M Hold
6,610,809
2.04% 16
2020
Q1
$165M Sell
6,610,809
-67,291
-1% -$1.86M 3.66% 10
2019
Q4
$186M Sell
6,678,100
-8,047,814
-55% -$221M 2.57% 13
2019
Q3
$441M Buy
14,725,914
+1,584,709
+12% +$46.5M 4.79% 4
2019
Q2
$378M Sell
13,141,205
-4,395,609
-25% -$124M 4.01% 5
2019
Q1
$503M Buy
17,536,814
+3,096,880
+21% +$83.5M 6.01% 4
2018
Q4
$366M Buy
14,439,934
+859,983
+6% +$22.2M 5.05% 4
2018
Q3
$338M Buy
13,579,951
+201,300
+2% +$5.33M 4.48% 6
2018
Q2
$352M Buy
13,378,651
+7,136,598
+114% +$175M 4.82% 6
2018
Q1
$149M Sell
6,242,053
-2,255,147
-27% -$53.4M 2.7% 6
2017
Q4
$218M Sell
8,497,200
-1,999,900
-19% -$53.1M 5.31% 4
2017
Q3
$269M Buy
10,497,100
+10,042,100
+2,207% +$264M 5.97% 4
2017
Q2
$11.5M Buy
455,000
+327,800
+258% +$8.17M 0.27% 56
2017
Q1
$3.03M Buy
+127,200
New +$2.91M 0.07% 80
2016
Q3
Sell
-303,400
Closed -$8.05M 88
2016
Q2
$8.05M Sell
303,400
-323,400
-52% -$7.76M 0.24% 79
2016
Q1
$14.8M Sell
626,800
-965,800
-61% -$20.7M 0.62% 42
2015
Q4
$31.1M Sell
1,592,600
-2,784,900
-64% -$53.6M 2.33% 7
2015
Q3
$81.2M Sell
4,377,500
-2,714,652
-38% -$46.4M 6.17% 4
2015
Q2
$127M Buy
7,092,152
+3,820,300
+117% +$68M 6.91% 2
2015
Q1
$56.8M Sell
3,271,852
-4,350,932
-57% -$73.7M 3.77% 6
2014
Q4
$127M Buy
7,622,784
+1,208,875
+19% +$19.7M 11.13% 2
2014
Q3
$103M Buy
6,413,909
+2,440,655
+61% +$37.3M 7.93% 2
2014
Q2
$61.4M Buy
3,973,254
+1,539,725
+63% +$22.3M 4.89% 6
2014
Q1
$34M Buy
2,433,529
+812,491
+50% +$11M 4.74% 6
2013
Q4
$20.9M Buy
1,621,038
+373,988
+30% +$4.64M 2.58% 14
2013
Q3
$15.1M Buy
1,247,050
+236,939
+23% +$2.81M 2.93% 12
2013
Q2
$11.4M Buy
+1,010,111
New +$11.7M 2.16% 13

Other funds holding NI

Zimmer Partners's NI Position: Q1 2026 in Review

Zimmer Partners increased its NiSource (NI) stake by 33% in Q1 2026, buying an estimated $57.3M and bringing the position to 5,142,959 shares worth $240M. The position accounts for 5.79% of the portfolio, ranked #2.

Zimmer Partners first reported a position in NI in Q2 2013 and has held it in 43 quarters since. The position peaked at $503M in Q1 2019. 877 funds tracked by Wall St. Rank hold NI as of Q1 2026.

  • Zimmer Partners held 5,142,959 shares of NiSource worth $240M as of Q1 2026.
  • Zimmer Partners bought 1,272,859 NiSource shares in Q1 2026, an estimated $57.3M.
  • NiSource made up 5.79% of Zimmer Partners's portfolio in Q1 2026, its #2 holding.
  • Zimmer Partners first reported a position in NiSource in Q2 2013 and has held it in 43 quarters since.
  • Zimmer Partners's NiSource position peaked at $503M in Q1 2019.
  • 877 funds tracked by Wall St. Rank held NiSource as of Q1 2026.

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