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, Q3 2021
Institutional positions in Nisource Inc. as of Sep 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
- 494
- −11 vs. Q2 2021
- Shares held
- 375.6M
- +9.11M (+2.5%) vs. Q2 2021
- Total value
- $9.10B
- +$120.8M (+1.3%) vs. Q2 2021
- New holders
- 47
- 190 more added
- Sold out
- 58
- 150 more reduced
7 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2021
Shares, value and share of portfolio for each institution holding Nisource Inc.; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vectors Research Management, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Lake Point Wealth Management | 4 | $0 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 19 | $0 | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 20 | $0 | 0.00% | +20 | New |
| Raffa Wealth Management, LLC | 35 | $848 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 54 | $1.00K | 0.00% | −169−75.8% | Reduced |
| Creative Financial Designs Inc | 60 | $1.00K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 60 | $1.00K | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 27 | $1.00K | 0.00% | −1−3.6% | Reduced |
| Glassman Wealth Services | 47 | $1.00K | 0.00% | +28+147.4% | Added |
| MUFG Americas Holdings Corp | 61 | $1.00K | 0.00% | +61 | New |
| Whittier Trust Co | 24 | $1.00K | 0.00% | +24 | New |
| NEXT Financial Group, Inc | 45 | $1.00K | 0.00% | +45 | New |
| Certified Advisory Corp | 54 | $1.00K | 0.00% | +54 | New |
| Carolinas Wealth Consulting LLC | 54 | $1.00K | 0.00% | +54 | New |
| Massmutual Trust Co FSB | 96 | $2.00K | 0.00% | −26−21.3% | Reduced |
| Asset Dedication, LLC | 101 | $2.00K | 0.00% | +1+1.0% | Added |
| Endurance Wealth Management, Inc. | 94 | $2.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 79 | $2.00K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 73 | $2.00K | 0.00% | +1+1.4% | Added |
| 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 |
| Bell Investment Advisors, Inc | 66 | $2.00K | 0.00% | +66 | New |
| Smithfield Trust Co | 140 | $3.00K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 124 | $3.00K | 0.00% | +1+0.8% | Added |
| Global Retirement Partners, LLC | 110 | $3.00K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 136 | $3.00K | 0.00% | +136 | New |
| Center for Financial Planning, Inc. | 163 | $4.00K | 0.00% | −189−53.7% | Reduced |
| Versant Capital Management, Inc | 152 | $4.00K | 0.00% | −7−4.4% | Reduced |
| Vigilant Capital Management, LLC | 168 | $4.00K | 0.00% | +168 | New |
| Capstone Investment Advisors, LLC | 179 | $4.00K | 0.00% | +179 | New |
| Farmers & Merchants Investments Inc | 205 | $5.00K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 200 | $5.00K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 210 | $5.00K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 196 | $5.00K | 0.00% | +88+81.5% | Added |
| First Horizon Advisors, Inc. | 215 | $5.00K | 0.00% | +167+347.9% | Added |
| Tarbox Family Office, Inc. | 260 | $6.00K | 0.00% | 00.0% | Unchanged |
| Old North State Trust, LLC | 246 | $6.00K | 0.01% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 305 | $7.38K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 330 | $8.00K | 0.00% | 00.0% | Unchanged |
| Holloway Wealth Management, LLC | – | $8.00K | 0.00% | – | – |
| Zions Bancorporation, N.A. | 345 | $8.00K | 0.00% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 340 | $8.00K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 339 | $8.00K | 0.01% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 350 | $8.48K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 366 | $8.87K | 0.00% | −928−71.7% | Reduced |
| Evoke Wealth, LLC | 388 | $9.00K | 0.00% | −20−4.9% | Reduced |
| Country Trust Bank | 352 | $9.00K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 378 | $9.00K | 0.01% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 390 | $9.00K | 0.00% | +4+1.0% | Added |
| SOA Wealth Advisors, LLC. | 399 | $9.00K | 0.00% | −5−1.2% | Reduced |
| American State Bank (Iowa) | 375 | $9.09K | 0.01% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 459 | $11.0K | 0.00% | +4+0.9% | Added |
| Archer Investment Corp | 456 | $11.0K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 510 | $12.0K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 500 | $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 |
| CX Institutional | 544 | $13.0K | 0.00% | −74−12.0% | Reduced |
| Optimum Investment Advisors | 550 | $13.0K | 0.01% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 521 | $13.0K | 0.00% | 00.0% | Unchanged |
| Syverson Strege & Co | 621 | $15.0K | 0.01% | +2+0.3% | Added |
| Benjamin Edwards Inc | 620 | $15.0K | 0.01% | +620 | New |
| FinTrust Capital Advisors, LLC | 693 | $17.0K | 0.00% | +2+0.3% | Added |
| Private Capital Group, LLC | 787 | $19.0K | 0.00% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 803 | $19.0K | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 800 | $19.0K | 0.01% | +800 | New |
| Lazard Asset Management LLC | 830 | $20.0K | 0.00% | +830 | New |
| Sugarloaf Wealth Management, LLC | 854 | $21.0K | 0.01% | 00.0% | Unchanged |
| Berman Capital Advisors, LLC | 962 | $22.0K | 0.00% | +41+4.5% | Added |
| Sage Private Wealth Group, LLC | 912 | $22.0K | 0.03% | +912 | New |
| Lindbrook Capital, LLC | 976 | $24.0K | 0.01% | −66−6.3% | Reduced |
| Cedar Wealth Management, LLC | 1,000 | $24.0K | 0.01% | 00.0% | Unchanged |
| Ade, LLC | 1,000 | $24.0K | 0.02% | 00.0% | Unchanged |
| Pacitti Group Inc. | 1,000 | $24.0K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,050 | $25.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 957 | $25.0K | 0.00% | 00.0% | Unchanged |
| Stonebridge Financial Planning Group, LLC | 1,000 | $25.0K | 0.01% | +800+400.0% | Added |
| Achmea Investment Management B.V. | 1,059 | $25.0K | 0.00% | +1,059 | New |
| O'Shaughnessy Asset Management, LLC | 1,087 | $26.0K | 0.00% | −191−14.9% | Reduced |
| Eagle Bay Advisors LLC | 1,234 | $30.0K | 0.02% | +104+9.2% | Added |
| Plante Moran Financial Advisors, LLC | 1,224 | $30.0K | 0.01% | +93+8.2% | Added |
| Atlas Capital Advisors LLC | 1,290 | $31.3K | 0.01% | 00.0% | Unchanged |
| America First Investment Advisors, LLC | 1,323 | $32.0K | 0.01% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 1,381 | $33.0K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 1,362 | $33.0K | 0.00% | +42+3.2% | Added |
| Monetary Management Group Inc | 1,455 | $35.0K | 0.01% | −8,000−84.6% | Reduced |
| Delta Asset Management LLC | 1,431 | $35.0K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 1,500 | $36.0K | 0.00% | 00.0% | Unchanged |
| BBVA USA | 1,504 | $36.0K | 0.00% | +230+18.1% | Added |
| Parallel Advisors, LLC | 1,499 | $36.0K | 0.00% | +575+62.2% | Added |
| Costello Asset Management, INC | 1,500 | $36.0K | 0.02% | +1,500 | New |
| Klaas Financial Asset Advisors, LLC | 1,519 | $37.0K | 0.01% | +13+0.9% | Added |
| Logan Capital Management Inc | 1,578 | $38.0K | 0.00% | 00.0% | Unchanged |
| Tobam | 1,574 | $38.0K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 1,550 | $38.0K | 0.02% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,609 | $39.0K | 0.00% | +32+2.0% | Added |
| Bartlett & Co. LLC | 1,736 | $42.0K | 0.00% | +42+2.5% | Added |
| Carroll Financial Associates, Inc. | 1,736 | $42.0K | 0.00% | +28+1.6% | Added |
| Bartlett & Co. Wealth Management LLC | 1,736 | $42.1K | 0.00% | +42+2.5% | Added |