Joel Greenblatt's NI Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 201,222 shares of NiSource Inc. (NI) worth $9.57 M, representing 0.02% of the portfolio. First purchased in 2015-Q3, this long-term strategic position has been held for 23 quarters.
Based on 13F filings, Joel Greenblatt has maintained a strategic position in NI, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2025, adding 492,615 shares. Largest reduction occurred in Q4 2015, reducing 639,958 shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's NiSource (NI) Holding Value Over Time
Track share changes against reported price movement
Quarterly NiSource (NI) Trades by Joel Greenblatt
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2026 | +201,222 | New Buy | 201,222 | $47.55 |
| Q3 2025 | -187,810 | Sold Out | 0 | $0.00 |
| Q2 2025 | -439,471 | Reduce 70.06% | 187,810 | $40.34 |
| Q1 2025 | +492,615 | Add 365.81% | 627,281 | $15.75 |
| Q4 2024 | +74,678 | Add 124.49% | 134,666 | $14.44 |
| Q3 2024 | +36,900 | Add 159.82% | 59,988 | $13.61 |
| Q2 2024 | +23,088 | New Buy | 23,088 | $11.32 |
| Q2 2023 | -29,693 | Sold Out | 0 | $0.00 |
| Q1 2023 | +10,285 | Add 52.99% | 29,693 | $10.99 |
| Q4 2022 | -47,100 | Reduce 70.82% | 19,408 | $10.77 |
| Q3 2022 | -1,120 | Reduce 1.66% | 66,508 | $9.89 |
| Q2 2022 | +51,332 | Add 315.00% | 67,628 | $11.59 |
| Q1 2022 | +16,296 | New Buy | 16,296 | $12.52 |
| Q2 2021 | -462,029 | Sold Out | 0 | $0.00 |
| Q1 2021 | +18,000 | Add 4.05% | 462,029 | $9.47 |
| Q4 2020 | +354,107 | Add 393.79% | 444,029 | $9.01 |
| Q3 2020 | +57,865 | Add 180.51% | 89,922 | $8.64 |
| Q2 2020 | +32,057 | New Buy | 32,057 | $8.92 |
| Q3 2017 | -120,114 | Sold Out | 0 | $0.00 |
| Q2 2017 | +92,058 | Add 328.12% | 120,114 | $9.97 |
| Q1 2017 | +28,056 | New Buy | 28,056 | $9.34 |
| Q4 2015 | -639,958 | Sold Out | 0 | $0.00 |
| Q3 2015 | +639,958 | New Buy | 639,958 | $7.29 |
Joel Greenblatt's NiSource Investment FAQs
Joel Greenblatt first purchased NiSource Inc. (NI) in Q3 2015, acquiring 639,958 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt has held NiSource Inc. (NI) for 23 quarters since Q3 2015.
Joel Greenblatt's largest addition to NiSource Inc. (NI) was in Q3 2015, adding 639,958 shares worth $4.66 M.
According to the latest 13F filing for Q2 2026, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 201,222 shares of NiSource Inc. (NI), valued at approximately $9.57 M.
As of the Q2 2026 filing, NiSource Inc. (NI) represents approximately 0.02% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings.
Joel Greenblatt's peak holding in NiSource Inc. (NI) was 639,958 shares, as reported at the end of Q3 2015.