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 |
|---|---|---|---|---|---|
| West Branch Capital LLC | 1,550 | $38.0K | 0.02% | 00.0% | Unchanged |
| Klaas Financial Asset Advisors, LLC | 1,519 | $37.0K | 0.01% | +13+0.9% | Added |
| 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 |
| 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 |
| 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 |
| America First Investment Advisors, LLC | 1,323 | $32.0K | 0.01% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 1,290 | $31.3K | 0.01% | 00.0% | Unchanged |
| 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 |
| O'Shaughnessy Asset Management, LLC | 1,087 | $26.0K | 0.00% | −191−14.9% | Reduced |
| 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 |
| 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 |
| 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 |
| Sugarloaf Wealth Management, LLC | 854 | $21.0K | 0.01% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 830 | $20.0K | 0.00% | +830 | New |
| 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 |
| FinTrust Capital Advisors, LLC | 693 | $17.0K | 0.00% | +2+0.3% | Added |
| Syverson Strege & Co | 621 | $15.0K | 0.01% | +2+0.3% | Added |
| Benjamin Edwards Inc | 620 | $15.0K | 0.01% | +620 | New |
| 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 |
| 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 |
| Archer Investment Corp | 456 | $11.0K | 0.00% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 459 | $11.0K | 0.00% | +4+0.9% | Added |
| American State Bank (Iowa) | 375 | $9.09K | 0.01% | 00.0% | Unchanged |
| 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 Portfolios Advisors | 366 | $8.87K | 0.00% | −928−71.7% | Reduced |
| Anchor Investment Management, LLC | 350 | $8.48K | 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 |
| Glen Eagle Advisors, LLC | 305 | $7.38K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| Raffa Wealth Management, LLC | 35 | $848 | 0.00% | 00.0% | Unchanged |
| 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 |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −2,313,727−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −763,666−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −267,074−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −221,435−100.0% | Sold out |
| SIR Capital Management, L.P. | 0 | $0 | 0.00% | −216,182−100.0% | Sold out |
| MUFG Securities EMEA plc | 0 | $0 | 0.00% | −144,000−100.0% | Sold out |