NiSource Inc.
US ˙ NYSE ˙ US65473P1057

SecurityNI / NiSource Inc.
InstitutionQuarry LP
Latest Disclosed Ownership10,206 shares
Latest Disclosed Value $ 476,212
Quarry LP reports 136.30% increase in ownership of NI / NiSource Inc.

On May 15, 2026 - Quarry LP filed a 13F-HR form disclosing ownership of 10,206 shares of NiSource Inc. (US:NI) valued at $476,212 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 4,319 shares of NiSource Inc.. This represents a change in shares of 136.30% during the quarter. The current value of the position is $464,679 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F NISOURCE COM 65473P105 10,206 5,887 136.30 476 164.44 0.0854
2026-02-13 2025-12-31 13F NISOURCE COM 65473P105 4,319 1,485 52.40 180 47.54 0.0282
2025-11-14 2025-09-30 13F NISOURCE COM 65473P105 2,834 -1,056 -27.15 123 -21.79 0.0269
2025-08-14 2025-06-30 13F NISOURCE COM 65473P105 3,890 1,176 43.33 157 44.44 0.0334
2025-05-15 2025-03-31 13F NISOURCE COM 65473P105 2,714 1,719 172.76 109 200.00 0.0236
2025-02-14 2024-12-31 13F NISOURCE COM 65473P105 995 -1,695 -63.01 37 -61.29 0.0051
2024-11-14 2024-09-30 13F NISOURCE COM 65473P105 2,690 2,690 93 0.0234
2024-08-16 2024-06-30 13F/A-1 NISOURCE COM 65473P105 0 -4,303 -100.00 0 -100.00
2024-08-14 2024-06-30 13F NISOURCE COM 65473P105 0 0
2024-05-15 2024-03-31 13F NISOURCE COM 65473P105 4,303 2,418 128.28 119 138.00 0.0227
2024-02-20 2023-12-31 13F/A-1 NISOURCE COM 65473P105 1,885 1,885 50 0.0077
2024-02-14 2023-12-31 13F NISOURCE COM 65473P105 1,885 1,885 50 0.0072
2023-11-14 2023-09-30 13F NISOURCE COM 65473P105 0 -1,827 -100.00 0 -100.00
2023-08-14 2023-06-30 13F NISOURCE COM 65473P105 1,827 1,827 50 0.0163
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.