NiSource Inc. filed its quarterly report on Form 10-Q with the U.S. Securities and Exchange Commission on August 5, 2026, covering the quarterly period ended June 30, 2026.

Key Highlights

  • Shares outstanding: 479,560,100 shares of common stock, $0.01 par value, were outstanding as of July 29, 2026.
  • Exchange listing: NiSource common stock trades on the NYSE under the ticker symbol NI.
  • Large accelerated filer: The registrant is classified as a large accelerated filer, according to the filing.
  • Data center contracts: The filing references two active agreements - the ADS Contract with Amazon Data Services, Inc. and the Alphabet Contract with Alphabet, Inc. - for NIPSCO to supply electricity to data centers.
  • Blackstone transaction: A GenCo Minority Interest Transaction with the Blackstone Investor was entered into in October 2025, offering equity interests in Generation Holdings II in exchange for capital contributions.
  • Two reportable segments: The company reports results under two segments - Columbia Operations and NIPSCO Operations - according to the filing's defined terms.

NiSource Q2 2026: Segments, Data Center Agreements, and Blackstone Transaction

NiSource Inc. (NYSE: NI), headquartered at 801 East 86th Avenue, Merrillville, Indiana 46410, filed its Form 10-Q for the quarterly period ended June 30, 2026. The filing confirms the company had 479,560,100 shares of common stock outstanding as of July 29, 2026. NiSource is incorporated in Delaware and carries an IRS Employer Identification Number of 35-2108964, according to the filing.

The filing identifies two reportable business segments. Columbia Operations encompasses the results of NiSource Gas Distribution and all of its Columbia Gas distribution companies and related subsidiaries. NIPSCO Operations encompasses the results of NIPSCO Holdings I, NIPSCO Holdings II, and Northern Indiana Public Service Company LLC, along with all related subsidiaries. Within NIPSCO Operations, the filing distinguishes between NIPSCO Electric - covering electric generation, transmission, and distribution - and NIPSCO Gas, which covers gas distribution activities.

The filing also describes the GenCo Minority Interest Transaction, characterized as "a transaction between Generation Holdings I, Generation Holdings II (sole owner of GenCo) and Blackstone Investor entered into in October 2025, that offered equity interests in Generation Holdings II in exchange for capital contributions by the parties." Additionally, the filing references what it calls "Current Data Center Contracts," comprising the ADS Contract with Amazon Data Services, Inc. and the Alphabet Contract with Alphabet, Inc., under which NIPSCO has agreed to provide electricity to each company's data centers. The filing also references a "Pool Resource Assets" concept, described as a portfolio of electric generation assets and related assets owned or contracted for by NIPSCO and its affiliates, primarily including GenCo, designed to serve data center customers.

What Was Disclosed

NiSource filed its Q2 2026 quarterly report disclosing share count, segment structure, a Blackstone equity transaction entered into in October 2025, and two data center electricity supply agreements with Amazon Data Services and Alphabet.