Ray Dalio's NI Position Overview
Ray Dalio (via Bridgewater Associates, Lp) currently holds 1.41 M shares of NiSource Inc. (NI) worth $67.05 M, representing 0.28% of the portfolio. First purchased in 2020-Q1, this medium-term investment has been held for 15 quarters.
Based on 13F filings, Ray Dalio has maintained a strategic position in NI, demonstrating sustained confidence in this investment. Largest addition occurred in Q2 2026, adding 1.41 M shares. Largest reduction occurred in Q4 2024, reducing 527,123 shares.
Analysis based on 13F filings available since 2013 Q2
Ray Dalio's NiSource (NI) Holding Value Over Time
Track share changes against reported price movement
Quarterly NiSource (NI) Trades by Ray Dalio
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2026 | +1.41 M | New Buy | 1.41 M | $47.55 |
| Q4 2025 | -9,786 | Sold Out | 0 | $0.00 |
| Q3 2025 | +9,786 | New Buy | 9,786 | $43.30 |
| Q4 2024 | -527,123 | Sold Out | 0 | $0.00 |
| Q3 2024 | +527,123 | New Buy | 527,123 | $13.61 |
| Q1 2024 | -134,916 | Sold Out | 0 | $0.00 |
| Q4 2023 | +134,916 | New Buy | 134,916 | $10.43 |
| Q1 2023 | -112,329 | Sold Out | 0 | $0.00 |
| Q4 2022 | +4,675 | Add 4.34% | 112,329 | $10.77 |
| Q3 2022 | -14,104 | Reduce 11.58% | 107,654 | $9.90 |
| Q2 2022 | -4,161 | Reduce 3.30% | 121,758 | $11.59 |
| Q1 2022 | +69,865 | Add 124.64% | 125,919 | $12.49 |
| Q4 2021 | +56,054 | New Buy | 56,054 | $10.85 |
| Q2 2020 | -29,700 | Sold Out | 0 | $0.00 |
| Q1 2020 | +29,700 | New Buy | 29,700 | $9.80 |
Ray Dalio's NiSource Investment FAQs
Ray Dalio first purchased NiSource Inc. (NI) in Q1 2020, acquiring 29,700 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ray Dalio has held NiSource Inc. (NI) for 15 quarters since Q1 2020.
Ray Dalio's largest addition to NiSource Inc. (NI) was in Q2 2026, adding 1,410,001 shares worth $67.05 M.
According to the latest 13F filing for Q2 2026, Ray Dalio's firm, Bridgewater Associates, Lp, owns 1,410,001 shares of NiSource Inc. (NI), valued at approximately $67.05 M.
As of the Q2 2026 filing, NiSource Inc. (NI) represents approximately 0.28% of Ray Dalio's publicly disclosed stock portfolio, making it one of their key holdings.
Ray Dalio's peak holding in NiSource Inc. (NI) was 1,410,001 shares, as reported at the end of Q2 2026.