Nisource Inc.
NI- Exchange
- NYSE
- Industry
- Electric & Other Services Combined
- SEC CIK
- 0001111711
In the last 90 days, Nisource Inc. insiders filed 0 open-market purchases and 1 sale; 916 institutions reported holding it in 13F filings for Q2 2026, worth $22.0B in total; no superinvestor holds it.
13F holders, Q2 2021
Institutional positions in Nisource Inc. as of Jun 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 512
- +25 vs. Q1 2021
- Shares held
- 368.4M
- +4.41M (+1.2%) vs. Q1 2021
- Total value
- $9.03B
- +$256.7M (+2.9%) vs. Q1 2021
- New holders
- 69
- 186 more added
- Sold out
- 44
- 154 more reduced
2 institutions that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting NI on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 916 | $22.0B |
| Q1 2026 | 886 | $21.2B |
| Q4 2025 | 837 | $19.3B |
| Q3 2025 | 785 | $19.3B |
| Q2 2025 | 774 | $18.3B |
| Q1 2025 | 797 | $17.7B |
| Q4 2024 | 736 | $16.5B |
| Q3 2024 | 687 | $15.4B |
| Q2 2024 | 638 | $12.6B |
| Q1 2024 | 633 | $11.8B |
| Q4 2023 | 610 | $10.9B |
| Q3 2023 | 585 | $9.69B |
| Q2 2023 | 566 | $10.7B |
| Q1 2023 | 592 | $10.8B |
| Q4 2022 | 576 | $10.5B |
| Q3 2022 | 545 | $9.55B |
| Q2 2022 | 539 | $11.4B |
| Q1 2022 | 532 | $12.1B |
| Q4 2021 | 519 | $10.4B |
| Q3 2021 | 494 | $9.10B |
| Q2 2021 | 512 | $9.03B |
| Q1 2021 | 489 | $8.79B |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding Nisource Inc.; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Deseret Mutual Benefit Administrators | 2,768 | $68.0K | 0.02% | +2,768 | New |
| Dark Forest Capital Management LP | 2,346 | $57.0K | 0.02% | +2,346 | New |
| Tortoise Investment Management, LLC | 2,200 | $54.0K | 0.01% | −2,200−50.0% | Reduced |
| Quadrant Capital Group LLC | 2,155 | $53.0K | 0.01% | −112−4.9% | Reduced |
| First Bank & Trust | 2,156 | $53.0K | 0.03% | 00.0% | Unchanged |
| PNC Managed Account Solutions, Inc. | 2,117 | $52.0K | 0.01% | +2,117 | New |
| AlphaMark Advisors, LLC | 1,850 | $45.0K | 0.02% | −875−32.1% | Reduced |
| Bartlett & Co. LLC | 1,694 | $42.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 1,694 | $41.5K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 1,683 | $41.2K | 0.00% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 1,708 | $41.0K | 0.00% | −25−1.4% | Reduced |
| Steward Partners Investment Advisory, LLC | 1,577 | $39.0K | 0.00% | −50−3.1% | Reduced |
| Logan Capital Management Inc | 1,578 | $39.0K | 0.00% | 00.0% | Unchanged |
| Tobam | 1,574 | $39.0K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 1,550 | $38.0K | 0.02% | +1,550 | New |
| Harbor Investment Advisory, LLC | 1,500 | $37.0K | 0.01% | 00.0% | Unchanged |
| Klaas Financial Asset Advisors, LLC | 1,506 | $37.0K | 0.01% | +13+0.9% | Added |
| AGF Investments LLC | 1,464 | $36.0K | 0.00% | +45+3.2% | Added |
| Delta Asset Management LLC | 1,431 | $35.0K | 0.00% | −5−0.3% | Reduced |
| Manchester Capital Management LLC | 1,381 | $34.0K | 0.00% | 00.0% | Unchanged |
| America First Investment Advisors, LLC | 1,323 | $32.0K | 0.01% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 1,320 | $32.0K | 0.00% | +1,320 | New |
| American Portfolios Advisors | 1,294 | $31.7K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 1,290 | $31.6K | 0.01% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 1,278 | $31.0K | 0.00% | +233+22.3% | Added |
| BBVA USA | 1,274 | $31.0K | 0.00% | +1,274 | New |
| Loomis Sayles & Co L P | 1,206 | $30.0K | 0.00% | +57+5.0% | Added |
| Eagle Bay Advisors LLC | 1,130 | $30.0K | 0.02% | +1,130 | New |
| Plante Moran Financial Advisors, LLC | 1,131 | $28.0K | 0.01% | +808+250.2% | Added |
| Enterprise Financial Services Corp | 1,100 | $27.0K | 0.00% | −3,000−73.2% | Reduced |
| Geneos Wealth Management Inc. | 1,050 | $26.0K | 0.00% | −5,879−84.8% | Reduced |
| Lindbrook Capital, LLC | 1,042 | $26.0K | 0.01% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 1,000 | $25.0K | 0.01% | 00.0% | Unchanged |
| Ade, LLC | 1,000 | $25.0K | 0.02% | 00.0% | Unchanged |
| IFP Advisors, Inc | 957 | $24.0K | 0.00% | +21+2.2% | Added |
| Pacitti Group Inc. | 1,000 | $24.0K | 0.01% | +1,000 | New |
| Parallel Advisors, LLC | 924 | $23.0K | 0.00% | +256+38.3% | Added |
| Sugarloaf Wealth Management, LLC | 854 | $21.0K | 0.01% | 00.0% | Unchanged |
| Berman Capital Advisors, LLC | 921 | $21.0K | 0.00% | −2−0.2% | Reduced |
| Jones Financial Companies LLLP | 810 | $20.0K | 0.00% | −116−12.5% | Reduced |
| Arkadios Wealth Advisors | 803 | $19.0K | 0.00% | +297+58.7% | Added |
| Private Capital Group, LLC | 787 | $19.0K | 0.00% | +781+13,016.7% | Added |
| FinTrust Capital Advisors, LLC | 691 | $17.0K | 0.00% | −178−20.5% | Reduced |
| Trust Co of Vermont | 689 | $17.0K | 0.00% | +689 | New |
| Syverson Strege & Co | 619 | $15.0K | 0.01% | +1+0.2% | Added |
| CX Institutional | 618 | $15.0K | 0.00% | +235+61.4% | Added |
| Evermay Wealth Management LLC | 624 | $15.0K | 0.00% | +624 | New |
| Ancora Advisors, LLC | 590 | $14.0K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 550 | $13.0K | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 521 | $13.0K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 500 | $12.0K | 0.00% | −3,000−85.7% | Reduced |
| Central Trust Co | 510 | $12.0K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 500 | $12.0K | 0.00% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 499 | $12.0K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 456 | $11.2K | 0.00% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 462 | $11.0K | 0.01% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 455 | $11.0K | 0.00% | +4+0.9% | Added |
| Evoke Wealth, LLC | 408 | $10.0K | 0.00% | 00.0% | Unchanged |
| American State Bank (Iowa) | 375 | $9.19K | 0.01% | 00.0% | Unchanged |
| Washington Trust Co | 373 | $9.00K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 378 | $9.00K | 0.01% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 386 | $9.00K | 0.00% | +3+0.8% | Added |
| Country Trust Bank | 352 | $9.00K | 0.00% | 00.0% | Unchanged |
| National Pension Service | 369 | $9.00K | 0.00% | +45+13.9% | Added |
| Center for Financial Planning, Inc. | 352 | $9.00K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 404 | $9.00K | 0.00% | +152+60.3% | Added |
| Anchor Investment Management, LLC | 350 | $8.57K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 345 | $8.00K | 0.00% | −59−14.6% | Reduced |
| Webster Bank, N. A. | 330 | $8.00K | 0.00% | 00.0% | Unchanged |
| Holloway Wealth Management, LLC | – | $8.00K | 0.00% | – | – |
| Graves-Light Private Wealth Management, Inc. | 340 | $8.00K | 0.00% | 00.0% | Unchanged |
| Isthmus Partners, LLC | 325 | $8.00K | 0.00% | +325 | New |
| Addison Advisors LLC | 339 | $8.00K | 0.01% | +339 | New |
| Glen Eagle Advisors, LLC | 305 | $7.46K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 300 | $7.00K | 0.00% | 00.0% | Unchanged |
| Red Door Wealth Management, LLC | 313 | $7.00K | 0.00% | +313 | New |
| Tarbox Family Office, Inc. | 260 | $6.00K | 0.00% | 00.0% | Unchanged |
| Old North State Trust, LLC | 246 | $6.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 205 | $5.00K | 0.00% | +10+5.1% | Added |
| Allworth Financial LP | 223 | $5.00K | 0.00% | +1+0.5% | Added |
| Moisand Fitzgerald Tamayo, LLC | 200 | $5.00K | 0.00% | 00.0% | Unchanged |
| Stonebridge Financial Planning Group, LLC | 200 | $5.00K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 210 | $5.00K | 0.00% | +210 | New |
| Versant Capital Management, Inc | 159 | $4.00K | 0.00% | 00.0% | Unchanged |
| Summit Wealth Group, LLC | 160 | $4.00K | 0.01% | 00.0% | Unchanged |
| Smithfield Trust Co | 140 | $3.00K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 123 | $3.00K | 0.00% | +2+1.7% | Added |
| Global Retirement Partners, LLC | 110 | $3.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 122 | $3.00K | 0.00% | +45+58.4% | Added |
| Parkside Financial Bank & Trust | 108 | $3.00K | 0.00% | +31+40.3% | Added |
| Savior LLC | 90 | $2.00K | 0.00% | −96−51.6% | Reduced |
| First Horizon Corp | 114 | $2.00K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 100 | $2.00K | 0.00% | +1+1.0% | Added |
| Endurance Wealth Management, Inc. | 94 | $2.00K | 0.00% | 00.0% | Unchanged |
| San Francisco Sentry Investment Group (Ca) | 66 | $2.00K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 72 | $2.00K | 0.00% | 00.0% | Unchanged |
| McCarthy Asset Management, Inc. | 100 | $2.00K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 62 | $2.00K | 0.00% | 00.0% | Unchanged |
| Eubel Brady & Suttman Asset Management Inc | 100 | $2.00K | 0.00% | +100 | New |
| Financial Management Professionals, Inc. | 79 | $2.00K | 0.00% | +79 | New |