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 |
|---|---|---|---|---|---|
| Caldwell Sutter Capital, Inc. | 1,000 | $28.0K | 0.02% | +1,000 | New |
| Gradient Investments LLC | 1,018 | $28.5K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,027 | $28.7K | 0.00% | +96+10.3% | Added |
| Jones Financial Companies LLLP | 1,037 | $29.0K | 0.00% | −85−7.6% | Reduced |
| Achmea Investment Management B.V. | 1,059 | $29.0K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 1,041 | $29.1K | 0.00% | −23−2.2% | Reduced |
| West Paces Advisors Inc. | 1,072 | $30.0K | 0.01% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 1,076 | $30.1K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 1,099 | $30.7K | 0.00% | +678+161.0% | Added |
| Hantz Financial Services, Inc. | 1,096 | $31.0K | 0.00% | +4+0.4% | Added |
| Whittier Trust Co of Nevada Inc | 1,135 | $31.7K | 0.00% | 00.0% | Unchanged |
| Logan Capital Management Inc | 1,178 | $32.9K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 1,197 | $33.5K | 0.00% | −3,456−74.3% | Reduced |
| Global Retirement Partners, LLC | 1,197 | $33.7K | 0.00% | +1,077+897.5% | Added |
| Plante Moran Financial Advisors, LLC | 1,224 | $34.2K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 1,227 | $34.3K | 0.03% | +12+1.0% | Added |
| Industrial Alliance Investment Management Inc. | 1,288 | $36.0K | 0.00% | +1,288 | New |
| Atlas Capital Advisors LLC | 1,290 | $36.1K | 0.01% | 00.0% | Unchanged |
| US Asset Management LLC | 1,374 | $38.0K | 0.04% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 1,372 | $38.4K | 0.01% | +887+182.9% | Added |
| Armstrong Advisory Group, Inc | 1,425 | $39.8K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 1,463 | $40.9K | 0.00% | +235+19.1% | Added |
| Ancora Advisors, LLC | 1,464 | $40.9K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 1,475 | $41.2K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 1,500 | $41.9K | 0.01% | 00.0% | Unchanged |
| Costello Asset Management, INC | 1,500 | $41.9K | 0.04% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,525 | $42.7K | 0.00% | +73+5.0% | Added |
| Walleye Trading LLC | 1,533 | $42.9K | 0.00% | −21,811−93.4% | Reduced |
| Archer Investment Corp | 1,537 | $43.0K | 0.02% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 1,694 | $47.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 1,694 | $47.4K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 1,726 | $48.3K | 0.01% | +19+1.1% | Added |
| Desjardins Global Asset Management Inc. | 1,818 | $51.0K | 0.01% | +1,818 | New |
| Steward Partners Investment Advisory, LLC | 1,885 | $52.7K | 0.00% | +169+9.8% | Added |
| Harbour Investments, Inc. | 1,966 | $55.0K | 0.00% | +56+2.9% | Added |
| Virtus Investment Advisers, Inc. | 2,113 | $59.1K | 0.04% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 2,145 | $60.0K | 0.00% | +344+19.1% | Added |
| Ten Capital Wealth Advisors, LLC | 2,231 | $62.4K | 0.02% | 00.0% | Unchanged |
| Pinebridge Investments, L.P. | 2,286 | $63.9K | 0.00% | +174+8.2% | Added |
| Spirit of America Management Corp | 2,500 | $69.9K | 0.02% | +2,500 | New |
| Benjamin F. Edwards & Company, Inc. | 2,903 | $81.0K | 0.00% | +1,828+170.0% | Added |
| Monetary Management Group Inc | 2,955 | $82.6K | 0.02% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 3,010 | $84.2K | 0.12% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 3,387 | $92.0K | 0.00% | +821+32.0% | Added |
| Accel Wealth Management | 3,315 | $92.7K | 0.04% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 3,675 | $102.7K | 0.02% | +3,675 | New |
| Fortis Capital Advisors, LLC | 3,743 | $104.7K | 0.06% | −472−11.2% | Reduced |
| Ci Investments Inc. | 3,743 | $105.0K | 0.00% | +295+8.6% | Added |
| Sound Income Strategies, LLC | 3,969 | $111.0K | 0.01% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 3,940 | $112.1K | 0.01% | +3,940 | New |
| Hartford Financial Management Inc. | 4,100 | $114.6K | 0.03% | −68−1.6% | Reduced |
| HM Payson & Co | 4,163 | $116.4K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 4,360 | $121.9K | 0.00% | −3,308−43.1% | Reduced |
| Sutton Wealth Advisors Inc. | 4,567 | $127.7K | 0.07% | −605−11.7% | Reduced |
| Quadrant Capital Group LLC | 4,669 | $130.5K | 0.01% | +1,144+32.5% | Added |
| Washington Trust Advisors, Inc. | 5,000 | $139.8K | 0.01% | −5,000−50.0% | Reduced |
| Avalon Trust Co | 5,000 | $139.8K | 0.01% | +5,000 | New |
| TCI Wealth Advisors, Inc. | 5,170 | $144.6K | 0.02% | +233+4.7% | Added |
| Ameritas Investment Partners, Inc. | 5,358 | $149.8K | 0.01% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 5,390 | $151.0K | 0.01% | +115+2.2% | Added |
| Amica Retiree Medical Trust | 5,544 | $155.0K | 0.16% | −3,612−39.4% | Reduced |
| Evolution Advisers, Inc. | 5,932 | $165.0K | 0.12% | 00.0% | Unchanged |
| Proequities, Inc. | 6,220 | $173.9K | 0.01% | +1,067+20.7% | Added |
| Signaturefd, LLC | 6,261 | $175.1K | 0.00% | +259+4.3% | Added |
| Bessemer Group Inc | 6,539 | $183.0K | 0.00% | −718−9.9% | Reduced |
| Meeder Asset Management Inc | 7,066 | $197.6K | 0.02% | −1,182−14.3% | Reduced |
| Horizon Investments, LLC | 7,191 | $199.3K | 0.01% | +7,191 | New |
| Clarius Group, LLC | 7,287 | $203.7K | 0.02% | −519−6.6% | Reduced |
| Sowell Financial Services LLC | 7,334 | $205.0K | 0.02% | +7,334 | New |
| Hill Investment Group Partners, LLC | 7,355 | $205.6K | 0.04% | 00.0% | Unchanged |
| Park National Corp | 7,511 | $210.0K | 0.01% | −1,380−15.5% | Reduced |
| CAPROCK Group, Inc. | 7,530 | $210.5K | 0.02% | +7,530 | New |
| State of Wyoming | 7,556 | $211.3K | 0.07% | +3,642+93.1% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 7,620 | $213.0K | 0.01% | +7,620 | New |
| Belpointe Asset Management LLC | 7,701 | $215.3K | 0.01% | +684+9.7% | Added |
| Beverly Hills Private Wealth, LLC | 7,794 | $217.9K | 0.07% | +7,794 | New |
| Raymond James Trust N.A. | 7,843 | $219.0K | 0.01% | +5+0.1% | Added |
| Oversea-Chinese Banking CORP Ltd | 7,837 | $219.1K | 0.01% | +7,837 | New |
| Machina Capital S.A.S. | 7,880 | $220.3K | 0.19% | +7,880 | New |
| Veritable, L.P. | 7,935 | $221.9K | 0.00% | +50+0.6% | Added |
| 3Chopt Investment Partners, LLC | 7,939 | $222.0K | 0.12% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 8,005 | $223.8K | 0.01% | −247−3.0% | Reduced |
| Hutchens & Kramer Investment Management Group, LLC | 8,062 | $225.4K | 0.19% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 8,093 | $226.3K | 0.01% | +20.0% | Added |
| Vident Investment Advisory, LLC | 8,115 | $226.9K | 0.01% | +8,115 | New |
| Bedel Financial Consulting, Inc. | 8,151 | $227.9K | 0.06% | 00.0% | Unchanged |
| Lumbard & Kellner, LLC | 8,000 | $228.0K | 0.11% | 00.0% | Unchanged |
| Morningstar Investment Management LLC | 8,206 | $229.0K | 0.03% | 00.0% | Unchanged |
| Hemington Wealth Management | 8,210 | $229.0K | 0.09% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 8,212 | $229.6K | 0.01% | +580+7.6% | Added |
| Fifth Third Bancorp | 8,343 | $233.3K | 0.00% | +1,190+16.6% | Added |
| PEAK6 Investments LLC | 8,377 | $234.2K | 0.01% | +8,377 | New |
| Regent Peak Wealth Advisors LLC | 8,457 | $236.5K | 0.07% | +17+0.2% | Added |
| PDS Planning, Inc | 8,520 | $238.2K | 0.03% | −8,891−51.1% | Reduced |
| Acrisure Capital Management, LLC | 8,639 | $241.5K | 0.24% | −17,528−67.0% | Reduced |
| Systematic Financial Management LP | 8,669 | $242.4K | 0.01% | +8,669 | New |
| Umb Bank N A | 8,680 | $242.7K | 0.00% | −35−0.4% | Reduced |
| Private Advisor Group, LLC | 8,726 | $244.0K | 0.00% | +8,726 | New |
| Mastrapasqua Asset Management Inc | 8,825 | $246.7K | 0.03% | +880+11.1% | Added |
| StrategIQ Financial Group, LLC | 8,926 | $249.6K | 0.03% | −25−0.3% | Reduced |