Skip to main content

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, Q4 2022

Institutional positions in Nisource Inc. as of Dec 31, 2022. 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
576
+42 vs. Q3 2022
Shares held
383.7M
+5.09M (+1.3%) vs. Q3 2022
Total value
$10.5B
+$949.5M (+9.9%) vs. Q3 2022
New holders
101
221 more added
Sold out
59
160 more reduced

11 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 2022: 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.

Institutional holdersQ4 2022: 576 institutions
Q1 2021: 489 institutionsQ2 2021: 512 institutionsQ3 2021: 494 institutionsQ4 2021: 519 institutionsQ1 2022: 532 institutionsQ2 2022: 539 institutionsQ3 2022: 545 institutionsQ4 2022: 576 institutionsQ1 2023: 592 institutionsQ2 2023: 566 institutionsQ3 2023: 585 institutionsQ4 2023: 610 institutionsQ1 2024: 633 institutionsQ2 2024: 638 institutionsQ3 2024: 687 institutionsQ4 2024: 736 institutionsQ1 2025: 797 institutionsQ2 2025: 774 institutionsQ3 2025: 785 institutionsQ4 2025: 837 institutionsQ1 2026: 886 institutionsQ2 2026: 916 institutions
Value heldQ4 2022: $10.5B
Q1 2021: $8.79BQ2 2021: $9.03BQ3 2021: $9.10BQ4 2021: $10.4BQ1 2022: $12.1BQ2 2022: $11.4BQ3 2022: $9.55BQ4 2022: $10.5BQ1 2023: $10.8BQ2 2023: $10.7BQ3 2023: $9.69BQ4 2023: $10.9BQ1 2024: $11.8BQ2 2024: $12.6BQ3 2024: $15.4BQ4 2024: $16.5BQ1 2025: $17.7BQ2 2025: $18.3BQ3 2025: $19.3BQ4 2025: $19.3BQ1 2026: $21.2BQ2 2026: $22.0B
Institutions holding NI and their total value by quarter
QuarterHoldersValue
Q2 2026916$22.0B
Q1 2026886$21.2B
Q4 2025837$19.3B
Q3 2025785$19.3B
Q2 2025774$18.3B
Q1 2025797$17.7B
Q4 2024736$16.5B
Q3 2024687$15.4B
Q2 2024638$12.6B
Q1 2024633$11.8B
Q4 2023610$10.9B
Q3 2023585$9.69B
Q2 2023566$10.7B
Q1 2023592$10.8B
Q4 2022576$10.5B
Q3 2022545$9.55B
Q2 2022539$11.4B
Q1 2022532$12.1B
Q4 2021519$10.4B
Q3 2021494$9.10B
Q2 2021512$9.03B
Q1 2021489$8.79B

Institutions, Q4 2022

Shares, value and share of portfolio for each institution holding Nisource Inc.; share changes are against Q3 2022.

Institutions holding NI in Q4 2022
InstitutionSharesValue% of portfolioChange in sharesAction
McClarren Financial Advisors, Inc.22$00.00%00.0%Unchanged
Baker Avenue Asset Management, LP8$2190.00%+8New
WestEnd Advisors, LLC9$2470.00%+3+50.0%Added
True Wealth Design, LLC10$2740.00%+10New
Lee Financial Co13$3560.00%00.0%Unchanged
TFC Financial Management19$5260.00%00.0%Unchanged
Ruedi Wealth Management, Inc.21$5760.00%+21New
Coastal Capital Group, Inc.29$7220.00%+1+3.6%Added
Eagle Bay Advisors LLC31$8430.00%00.0%Unchanged
New Millennium Group LLC34$9320.00%+34New
Raffa Wealth Management, LLC35$9600.00%00.0%Unchanged
CVA Family Office, LLC35$9600.00%+35New
KB Financial Partners, LLC49$1.00K0.00%00.0%Unchanged
Grove Bank & Trust40$1.00K0.00%+40New
Steward Financial Group LLC38$1.00K0.00%+38New
SJS Investment Consulting Inc.42$1.15K0.00%+20+90.9%Added
SOA Wealth Advisors, LLC.44$1.22K0.00%00.0%Unchanged
Disciplined Investments, LLC45$1.23K0.00%−10−18.2%Reduced
Farther Finance Advisors, LLC51$1.40K0.00%+51New
First Horizon Advisors, Inc.62$1.70K0.00%−413−86.9%Reduced
Manchester Capital Management LLC64$1.75K0.00%+64New
Moisand Fitzgerald Tamayo, LLC69$1.89K0.00%+39+130.0%Added
Financial Management Professionals, Inc.64$2.00K0.00%00.0%Unchanged
Winch Advisory Services, LLC75$2.00K0.00%+1+1.4%Added
Retirement Group, LLC60$2.00K0.00%+60New
Schubert & Co74$2.03K0.00%−25−25.3%Reduced
Hollencrest Capital Management75$2.06K0.00%+75New
Cornerstone Planning Group LLC79$2.12K0.00%+79New
Dark Forest Capital Management LP79$2.17K0.00%+79New
New England Capital Financial Advisors LLC82$2.22K0.00%+82New
ICA Group Wealth Management, LLC93$2.55K0.00%+93New
Sugarloaf Wealth Management, LLC96$2.63K0.00%−758−88.8%Reduced
MB, Levis & Associates, LLC106$2.91K0.00%+106New
City State Bank110$3.00K0.00%00.0%Unchanged
Endurance Wealth Management, Inc.94$3.00K0.00%00.0%Unchanged
Bell Investment Advisors, Inc116$3.18K0.00%+18+18.4%Added
Glen Eagle Advisors, LLC118$3.23K0.00%00.0%Unchanged
MV Capital Management, Inc.118$3.24K0.00%+86+268.8%Added
Global Retirement Partners, LLC120$3.29K0.00%00.0%Unchanged
Comerica Securities,inc.139$3.81K0.00%+139New
Smithfield Trust Co140$4.00K0.00%−1,183−89.4%Reduced
Baystate Wealth Management LLC129$4.00K0.00%+1+0.8%Added
Capital Advisors, Ltd. LLC134$4.00K0.00%+108+415.4%Added
Center for Financial Planning, Inc.163$4.47K0.00%00.0%Unchanged
Versant Capital Management, Inc165$4.52K0.00%+6+3.8%Added
WFA of San Diego, LLC180$4.94K0.00%+180New
Pinnacle Bancorp, Inc.193$5.00K0.00%00.0%Unchanged
TSFG, LLC200$5.00K0.00%00.0%Unchanged
Newbridge Financial Services Group, Inc.209$5.73K0.00%+1+0.5%Added
CoreCap Advisors, LLC219$6.00K0.00%+219New
Creative Financial Designs Inc226$6.20K0.00%+150+197.4%Added
Farmers & Merchants Investments Inc250$6.86K0.00%00.0%Unchanged
Old North State Trust, LLC246$7.00K0.00%00.0%Unchanged
North Star Investment Management Corp.274$7.51K0.00%+24+9.6%Added
JFS Wealth Advisors, LLC297$8.14K0.00%+57+23.8%Added
Fiduciary Alliance LLC299$8.20K0.00%+299New
Webster Bank, N. A.330$9.00K0.00%00.0%Unchanged
Householder Group Estate & Retirement Specialist, LLC355$9.00K0.01%00.0%Unchanged
Key Financial Inc378$9.52K0.00%00.0%Unchanged
Beacon Capital Management, LLC359$9.84K0.00%00.0%Unchanged
American State Bank (Iowa)375$10.3K0.01%00.0%Unchanged
Zions Bancorporation, N.A.389$10.7K0.00%+43+12.4%Added
Hexagon Capital Partners LLC397$10.9K0.00%+204+105.7%Added
Livforsakringsbolaget Skandia, Omsesidigt400$11.0K0.00%00.0%Unchanged
Clear Street Markets LLC411$11.0K0.00%−967−70.2%Reduced
Baldwin Brothers Inc408$11.2K0.00%+408New
Allworth Financial LP421$11.5K0.00%+337+401.2%Added
Timber Creek Capital Management LLC430$11.8K0.00%−8,785−95.3%Reduced
First Personal Financial Services445$12.2K0.00%+445New
Crewe Advisors LLC464$12.7K0.00%−63−12.0%Reduced
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.490$13.0K0.11%+490New
Parkside Financial Bank & Trust485$13.3K0.00%−688−58.7%Reduced
Adirondack Trust Co500$13.7K0.01%00.0%Unchanged
Salem Investment Counselors Inc500$13.7K0.00%00.0%Unchanged
Harvest Fund Management Co., Ltd527$14.0K0.00%−485−47.9%Reduced
Bank of New Hampshire500$14.0K0.00%00.0%Unchanged
Covestor Ltd518$14.0K0.01%+8+1.6%Added
Riverview Trust Co500$14.0K0.01%+500New
Perkins Coie Trust Co521$14.3K0.00%00.0%Unchanged
AdvisorNet Financial, Inc533$14.6K0.00%+533New
Central Trust Co550$15.1K0.00%00.0%Unchanged
Accurate Wealth Management, LLC570$15.7K0.01%+570New
One Wealth Advisors, LLC576$15.8K0.00%+576New
Private Trust Co NA615$17.0K0.00%00.0%Unchanged
Syverson Strege & Co628$17.2K0.01%+2+0.3%Added
Barrett & Company, Inc.650$17.8K0.01%00.0%Unchanged
Park Place Capital Corp641$18.0K0.01%+641New
Mendota Financial Group, LLC670$18.4K0.02%+670New
FinTrust Capital Advisors, LLC706$19.4K0.00%+3+0.4%Added
Colonial Trust Advisors750$20.6K0.00%+750New
GWM Advisors LLC12,438$20.6K0.00%+3,313+36.3%Added
New Hampshire Trust769$21.1K0.01%+769New
Quent Capital, LLC796$21.8K0.00%+203+34.2%Added
AlphaMark Advisors, LLC800$22.0K0.01%00.0%Unchanged
Caldwell Trust Co824$22.6K0.00%−3,000−78.5%Reduced
Group One Trading, L.P.828$22.7K0.00%+413+99.5%Added
First Command Bank832$23.0K0.00%+832New
First Command Financial Services, Inc.832$23.0K0.00%+832New
TD Waterhouse Canada Inc.866$23.8K0.00%+47+5.7%Added
Deseret Mutual Benefit Administrators892$24.5K0.01%−722−44.7%Reduced