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, Q2 2023
Institutional positions in Nisource Inc. as of Jun 30, 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
- 566
- −24 vs. Q1 2023
- Shares held
- 390.6M
- +2.96M (+0.8%) vs. Q1 2023
- Total value
- $10.7B
- −$160.0M (−1.5%) vs. Q1 2023
- New holders
- 47
- 207 more added
- Sold out
- 71
- 190 more reduced
2 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Nisource Inc.; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Capital Advisors, Ltd. LLC | 14 | $0 | 0.00% | −11−44.0% | Reduced |
| Avion Wealth | 18 | $0 | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 1 | $20 | 0.00% | −30−96.8% | Reduced |
| Baker Avenue Asset Management, LP | 8 | $219 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 10 | $274 | 0.00% | −40−80.0% | Reduced |
| Manchester Capital Management LLC | 14 | $383 | 0.00% | −49−77.8% | Reduced |
| Abound Wealth Management | 15 | $414 | 0.00% | +15 | New |
| Larson Financial Group LLC | 19 | $520 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 19 | $525 | 0.00% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 21 | $574 | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 29 | $805 | 0.00% | 00.0% | Unchanged |
| Motco | 34 | $930 | 0.00% | +34 | New |
| Raffa Wealth Management, LLC | 35 | $957 | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 35 | $957 | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 49 | $1.00K | 0.00% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 24 | $1.00K | 0.00% | +12+100.0% | Added |
| GW&K Investment Management, LLC | 24 | $1.00K | 0.00% | +24 | New |
| SJS Investment Consulting Inc. | 38 | $1.04K | 0.00% | −3−7.3% | Reduced |
| Grove Bank & Trust | 40 | $1.09K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 45 | $1.24K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 46 | $1.26K | 0.00% | +5+12.2% | Added |
| Versant Capital Management, Inc | 56 | $1.53K | 0.00% | −77−57.9% | Reduced |
| Retirement Group, LLC | 60 | $1.64K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 62 | $1.70K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 69 | $1.89K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 64 | $2.00K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 76 | $2.00K | 0.00% | +1+1.3% | Added |
| Psagot Value Holdings Ltd. / (Israel) | 76 | $2.00K | 0.00% | +55+261.9% | Added |
| Valley National Advisers Inc | 40 | $2.00K | 0.00% | +40 | New |
| Hollencrest Capital Management | 75 | $2.05K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 79 | $2.16K | 0.00% | +79 | New |
| ICA Group Wealth Management, LLC | 93 | $2.54K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 96 | $2.63K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 97 | $2.65K | 0.00% | −74−43.3% | Reduced |
| MB, Levis & Associates, LLC | 108 | $2.95K | 0.00% | +1+0.9% | Added |
| Endurance Wealth Management, Inc. | 94 | $3.00K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 118 | $3.22K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 131 | $3.60K | 0.00% | +1+0.8% | Added |
| Red Tortoise LLC | 135 | $3.69K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 140 | $4.00K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 177 | $4.84K | 0.00% | +12+7.3% | Added |
| Brown Brothers Harriman & Co | 178 | $4.87K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 200 | $5.00K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 193 | $5.00K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 193 | $5.28K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 194 | $5.31K | 0.00% | −346−64.1% | Reduced |
| Creative Financial Designs Inc | 226 | $6.18K | 0.00% | 00.0% | Unchanged |
| West Tower Group, LLC | 230 | $6.29K | 0.00% | +230 | New |
| Farmers & Merchants Investments Inc | 250 | $6.84K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 282 | $7.00K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 274 | $7.49K | 0.00% | 00.0% | Unchanged |
| Fiduciary Alliance LLC | 299 | $8.18K | 0.00% | +299 | New |
| JFS Wealth Advisors, LLC | 311 | $8.51K | 0.00% | −17−5.2% | Reduced |
| Jones Financial Companies LLLP | 327 | $8.94K | 0.00% | −710−68.5% | Reduced |
| Webster Bank, N. A. | 330 | $9.03K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 335 | $9.16K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 345 | $9.44K | 0.00% | +21+6.5% | Added |
| Beacon Capital Management, LLC | 359 | $9.82K | 0.00% | 00.0% | Unchanged |
| National Pension Service | 362 | $9.84K | 0.00% | −43,430−99.2% | Reduced |
| American State Bank (Iowa) | 375 | $10.3K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 378 | $10.3K | 0.00% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 400 | $10.9K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 408 | $11.2K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 426 | $11.7K | 0.00% | −61−12.5% | Reduced |
| Park Place Capital Corp | 441 | $12.1K | 0.00% | 00.0% | Unchanged |
| First Personal Financial Services | 445 | $12.2K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 500 | $13.7K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 500 | $13.7K | 0.01% | 00.0% | Unchanged |
| Bank of New Hampshire | 500 | $13.7K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 510 | $13.9K | 0.00% | −40−7.3% | Reduced |
| Harvest Fund Management Co., Ltd | 527 | $14.0K | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 521 | $14.2K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 539 | $15.0K | 0.01% | −258−32.4% | Reduced |
| West Branch Capital LLC | 560 | $15.3K | 0.01% | −350−38.5% | Reduced |
| Desjardins Global Asset Management Inc. | 606 | $16.6K | 0.00% | −1,212−66.7% | Reduced |
| Private Trust Co NA | 613 | $16.8K | 0.00% | −2−0.3% | Reduced |
| Clearview Wealth Advisors LLC | 633 | $17.3K | 0.02% | −360−36.3% | Reduced |
| Barrett & Company, Inc. | 650 | $17.8K | 0.01% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 670 | $18.3K | 0.02% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 706 | $19.4K | 0.00% | 00.0% | Unchanged |
| Foster Dykema Cabot & Co Inc | 733 | $20.0K | 0.00% | +233+46.6% | Added |
| Colonial Trust Advisors | 750 | $20.5K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 767 | $21.0K | 0.00% | −57−6.9% | Reduced |
| Resurgent Financial Advisors LLC | 787 | $21.5K | 0.01% | +787 | New |
| Quent Capital, LLC | 796 | $21.8K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 800 | $22.0K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 810 | $22.0K | 0.02% | +270+50.0% | Added |
| EverSource Wealth Advisors, LLC | 834 | $22.8K | 0.00% | −193−18.8% | Reduced |
| Deseret Mutual Benefit Administrators | 892 | $24.4K | 0.01% | 00.0% | Unchanged |
| Bangor Savings Bank | 894 | $24.5K | 0.00% | −67−7.0% | Reduced |
| Caldwell Sutter Capital, Inc. | 1,000 | $27.4K | 0.01% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 1,000 | $27.4K | 0.01% | 00.0% | Unchanged |
| Gradient Investments LLC | 1,018 | $27.8K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 1,007 | $29.0K | 0.00% | +82+8.9% | Added |
| Achmea Investment Management B.V. | 1,059 | $29.0K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 1,072 | $29.3K | 0.01% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 1,076 | $29.4K | 0.01% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 1,100 | $30.0K | 0.00% | +4+0.4% | Added |
| Whittier Trust Co of Nevada Inc | 1,135 | $31.0K | 0.00% | 00.0% | Unchanged |
| Logan Capital Management Inc | 1,178 | $32.2K | 0.00% | 00.0% | Unchanged |