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, Q1 2023
Institutional positions in Nisource Inc. as of Mar 31, 2023. 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
- 592
- +26 vs. Q4 2022
- Shares held
- 387.6M
- +4.79M (+1.3%) vs. Q4 2022
- Total value
- $10.8B
- +$372.9M (+3.6%) vs. Q4 2022
- New holders
- 69
- 236 more added
- Sold out
- 43
- 166 more reduced
10 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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.
| 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, Q1 2023
Shares, value and share of portfolio for each institution holding Nisource Inc.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| McClarren Financial Advisors, Inc. | 22 | $0 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 18 | $0 | 0.00% | +18 | New |
| SkyView Investment Advisors, LLC | 12 | $0 | 0.00% | +12 | New |
| Baker Avenue Asset Management, LP | 8 | $224 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | – | $252 | 0.00% | – | – |
| ING Groep NV | 14 | $391 | 0.00% | −31,139−100.0% | Reduced |
| Clearstead Advisors, LLC | 17 | $476 | 0.00% | +17 | New |
| Larson Financial Group LLC | 19 | $531 | 0.00% | +19 | New |
| TFC Financial Management | 19 | $537 | 0.00% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 21 | $587 | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 29 | $816 | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 31 | $859 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 35 | $979 | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 35 | $979 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 25 | $1.00K | 0.00% | −109−81.3% | Reduced |
| KB Financial Partners, LLC | 49 | $1.00K | 0.00% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 21 | $1.00K | 0.00% | +21 | New |
| Grove Bank & Trust | 40 | $1.12K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 41 | $1.15K | 0.00% | −4−8.9% | Reduced |
| SJS Investment Consulting Inc. | 41 | $1.15K | 0.00% | −1−2.4% | Reduced |
| SOA Wealth Advisors, LLC. | 45 | $1.25K | 0.00% | +1+2.3% | Added |
| True Wealth Design, LLC | 50 | $1.40K | 0.00% | +40+400.0% | Added |
| Newbridge Financial Services Group, Inc. | 62 | $1.73K | 0.00% | −147−70.3% | Reduced |
| First Horizon Advisors, Inc. | 62 | $1.73K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 63 | $1.76K | 0.00% | −1−1.6% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 69 | $1.93K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 64 | $2.00K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 75 | $2.00K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 60 | $2.00K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 75 | $2.10K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 82 | $2.31K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 83 | $2.32K | 0.00% | +9+12.2% | Added |
| Elequin Capital LP | 87 | $2.43K | 0.00% | +87 | New |
| ICA Group Wealth Management, LLC | 93 | $2.60K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 93 | $2.60K | 0.00% | +93 | New |
| Sugarloaf Wealth Management, LLC | 96 | $2.68K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 100 | $2.80K | 0.00% | +100 | New |
| MB, Levis & Associates, LLC | 107 | $2.99K | 0.00% | +1+0.9% | Added |
| Endurance Wealth Management, Inc. | 94 | $3.00K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 118 | $3.29K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 130 | $3.65K | 0.00% | +1+0.8% | Added |
| Versant Capital Management, Inc | 133 | $3.72K | 0.00% | −32−19.4% | Reduced |
| Red Tortoise LLC | 135 | $3.77K | 0.00% | +135 | New |
| Smithfield Trust Co | 140 | $4.00K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 171 | $4.00K | 0.00% | +133+350.0% | Added |
| MV Capital Management, Inc. | 165 | $4.61K | 0.00% | +47+39.8% | Added |
| Bell Investment Advisors, Inc | 171 | $4.78K | 0.00% | +55+47.4% | Added |
| Brown Brothers Harriman & Co | 178 | $4.98K | 0.00% | −2,082−92.1% | Reduced |
| Tradition Wealth Management, LLC | 193 | $5.00K | 0.00% | +193 | New |
| Pinnacle Bancorp, Inc. | 193 | $5.40K | 0.00% | 00.0% | Unchanged |
| Timber Creek Capital Management LLC | 195 | $5.45K | 0.00% | −235−54.7% | Reduced |
| TSFG, LLC | 200 | $6.00K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 226 | $6.32K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 250 | $6.99K | 0.00% | 00.0% | Unchanged |
| Old North State Trust, LLC | 246 | $7.00K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 282 | $7.00K | 0.00% | +282 | New |
| North Star Investment Management Corp. | 274 | $7.66K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 324 | $9.06K | 0.00% | −65−16.7% | Reduced |
| JFS Wealth Advisors, LLC | 328 | $9.17K | 0.00% | +31+10.4% | Added |
| Webster Bank, N. A. | 330 | $9.23K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 335 | $9.37K | 0.00% | −129−27.8% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 355 | $10.0K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 359 | $10.0K | 0.00% | 00.0% | Unchanged |
| American State Bank (Iowa) | 375 | $10.5K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 378 | $10.6K | 0.00% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 400 | $11.2K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 408 | $11.4K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 441 | $12.3K | 0.00% | −200−31.2% | Reduced |
| IAG Wealth Partners, LLC | 444 | $12.4K | 0.00% | +444 | New |
| First Personal Financial Services | 445 | $12.4K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 487 | $13.6K | 0.00% | +90+22.7% | Added |
| Adirondack Trust Co | 500 | $14.0K | 0.01% | 00.0% | Unchanged |
| Riverview Trust Co | 500 | $14.0K | 0.01% | 00.0% | Unchanged |
| Bank of New Hampshire | 500 | $14.0K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 500 | $14.0K | 0.00% | 00.0% | Unchanged |
| Foster Dykema Cabot & Co Inc | 500 | $14.0K | 0.00% | +500 | New |
| Perkins Coie Trust Co | 521 | $14.6K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 527 | $15.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 540 | $15.0K | 0.01% | +22+4.2% | Added |
| AdvisorNet Financial, Inc | 540 | $15.1K | 0.00% | +7+1.3% | Added |
| Central Trust Co | 550 | $15.4K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 615 | $17.2K | 0.00% | 00.0% | Unchanged |
| Syverson Strege & Co | 630 | $17.6K | 0.01% | +2+0.3% | Added |
| Barrett & Company, Inc. | 650 | $18.2K | 0.01% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 706 | $19.4K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 750 | $21.0K | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 670 | $21.3K | 0.02% | 00.0% | Unchanged |
| New Hampshire Trust | 769 | $21.5K | 0.01% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 800 | $22.0K | 0.01% | 00.0% | Unchanged |
| Clear Street Markets LLC | 797 | $22.0K | 0.01% | +386+93.9% | Added |
| Quent Capital, LLC | 796 | $22.3K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 824 | $23.0K | 0.00% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 892 | $24.9K | 0.01% | 00.0% | Unchanged |
| West Branch Capital LLC | 910 | $25.4K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 912 | $25.5K | 0.01% | +861+1,688.2% | Added |
| TD Waterhouse Canada Inc. | 925 | $25.7K | 0.00% | +59+6.8% | Added |
| Bangor Savings Bank | 961 | $26.9K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 977 | $27.3K | 0.00% | +149+18.0% | Added |
| Clearview Wealth Advisors LLC | 993 | $27.8K | 0.03% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 1,000 | $28.0K | 0.01% | 00.0% | Unchanged |