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 |
|---|---|---|---|---|---|
| Bedel Financial Consulting, Inc. | 8,151 | $222.9K | 0.05% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 8,095 | $221.4K | 0.01% | +20.0% | Added |
| Hutchens & Kramer Investment Management Group, LLC | 8,062 | $220.5K | 0.18% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 8,041 | $219.9K | 0.01% | −171−2.1% | Reduced |
| 3Chopt Investment Partners, LLC | 7,939 | $217.1K | 0.11% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 7,908 | $216.3K | 0.01% | −97−1.2% | Reduced |
| State of Wyoming | 7,813 | $213.7K | 0.06% | +257+3.4% | Added |
| Walleye Capital LLC | 7,796 | $213.2K | 0.00% | −237,938−96.8% | Reduced |
| Park National Corp | 7,511 | $205.4K | 0.01% | 00.0% | Unchanged |
| Clarius Group, LLC | 7,439 | $203.5K | 0.02% | +152+2.1% | Added |
| Bessemer Group Inc | 7,410 | $203.0K | 0.00% | +871+13.3% | Added |
| Hill Investment Group Partners, LLC | 7,355 | $201.2K | 0.04% | 00.0% | Unchanged |
| Meiji Yasuda Asset Management Co Ltd. | 7,350 | $201.0K | 0.01% | −270−3.5% | Reduced |
| Meeder Asset Management Inc | 7,066 | $193.3K | 0.01% | 00.0% | Unchanged |
| Horizon Investments, LLC | 6,559 | $177.8K | 0.01% | −632−8.8% | Reduced |
| Signaturefd, LLC | 6,160 | $168.5K | 0.00% | −101−1.6% | Reduced |
| Evolution Advisers, Inc. | 5,932 | $162.0K | 0.11% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 5,358 | $146.5K | 0.01% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 5,200 | $142.2K | 0.01% | +200+4.0% | Added |
| Avalon Trust Co | 5,000 | $136.8K | 0.01% | 00.0% | Unchanged |
| Spotlight Asset Group, Inc. | 5,000 | $136.8K | 0.12% | +5,000 | New |
| Benjamin F. Edwards & Company, Inc. | 4,846 | $133.0K | 0.01% | +1,943+66.9% | Added |
| Tyler-Stone Wealth Management | 4,648 | $127.0K | 0.07% | +4,648 | New |
| Sutton Wealth Advisors Inc. | 4,567 | $124.9K | 0.06% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 4,442 | $121.5K | 0.01% | −227−4.9% | Reduced |
| HM Payson & Co | 4,363 | $119.3K | 0.00% | +200+4.8% | Added |
| Federation des caisses Desjardins du Quebec | 4,360 | $119.2K | 0.00% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 4,275 | $117.0K | 0.01% | −1,115−20.7% | Reduced |
| Hartford Financial Management Inc. | 4,100 | $112.1K | 0.03% | 00.0% | Unchanged |
| Ci Investments Inc. | 4,112 | $112.0K | 0.00% | +369+9.9% | Added |
| Sound Income Strategies, LLC | 3,969 | $108.6K | 0.01% | 00.0% | Unchanged |
| Citadel Advisors LLC | 3,849 | $105.3K | 0.00% | −930,721−99.6% | Reduced |
| GWM Advisors LLC | 3,418 | $93.5K | 0.00% | −8,363−71.0% | Reduced |
| Strategic Investment Solutions, Inc. | 3,171 | $84.6K | 0.02% | −504−13.7% | Reduced |
| Ossiam | 3,059 | $83.7K | 0.00% | −33,535−91.6% | Reduced |
| Johnson Midwest Financial, LLC | 3,010 | $82.3K | 0.07% | 00.0% | Unchanged |
| Monetary Management Group Inc | 2,955 | $80.8K | 0.02% | 00.0% | Unchanged |
| UniSuper Management Pty Ltd | 2,800 | $76.6K | 0.00% | +2,800 | New |
| Penserra Capital Management LLC | 2,655 | $72.0K | 0.00% | +2,655 | New |
| Steward Partners Investment Advisory, LLC | 2,572 | $70.3K | 0.00% | +687+36.4% | Added |
| Bartlett & Co. LLC | 2,229 | $61.0K | 0.00% | +535+31.6% | Added |
| Bartlett & Co. Wealth Management LLC | 2,229 | $61.0K | 0.00% | +535+31.6% | Added |
| Ronald Blue Trust, Inc. | 2,152 | $60.0K | 0.00% | −1,235−36.5% | Reduced |
| Trust Co | 2,141 | $58.6K | 0.01% | +2,141 | New |
| Lindbrook Capital, LLC | 2,092 | $57.2K | 0.01% | +1,051+101.0% | Added |
| Loomis Sayles & Co L P | 1,889 | $52.0K | 0.00% | −256−11.9% | Reduced |
| Quarry LP | 1,827 | $50.0K | 0.03% | +1,827 | New |
| Glassman Wealth Services | 1,726 | $47.2K | 0.01% | 00.0% | Unchanged |
| Archer Investment Corp | 1,537 | $42.0K | 0.01% | 00.0% | Unchanged |
| St Germain D J Co Inc | 1,534 | $42.0K | 0.00% | +1,534 | New |
| Harbour Investments, Inc. | 1,533 | $41.9K | 0.00% | −433−22.0% | Reduced |
| Massmutual Trust Co FSB | 1,523 | $41.7K | 0.00% | +60+4.1% | Added |
| Harbor Investment Advisory, LLC | 1,500 | $41.0K | 0.01% | 00.0% | Unchanged |
| Costello Asset Management, INC | 1,500 | $41.0K | 0.04% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 1,458 | $39.9K | 0.01% | +86+6.3% | Added |
| Parallel Advisors, LLC | 1,431 | $39.2K | 0.00% | −94−6.2% | Reduced |
| Armstrong Advisory Group, Inc | 1,425 | $39.0K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 1,290 | $35.3K | 0.01% | 00.0% | Unchanged |
| Simplex Trading, LLC | 1,287 | $35.0K | 0.00% | +1,287 | New |
| Delta Asset Management LLC | 1,260 | $34.5K | 0.00% | −215−14.6% | Reduced |
| Rise Advisors, LLC | 1,238 | $33.9K | 0.03% | +11+0.9% | Added |
| Plante Moran Financial Advisors, LLC | 1,224 | $33.5K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,201 | $32.8K | 0.00% | +4+0.3% | Added |
| Sandy Spring Bank | 1,197 | $32.7K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 1,194 | $32.7K | 0.00% | +95+8.6% | Added |
| Farther Finance Advisors, LLC | 1,191 | $32.6K | 0.01% | +279+30.6% | Added |
| Logan Capital Management Inc | 1,178 | $32.2K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 1,135 | $31.0K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 1,100 | $30.0K | 0.00% | +4+0.4% | Added |
| Boyd Watterson Asset Management LLC | 1,076 | $29.4K | 0.01% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 1,072 | $29.3K | 0.01% | 00.0% | Unchanged |
| Achmea Investment Management B.V. | 1,059 | $29.0K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 1,007 | $29.0K | 0.00% | +82+8.9% | Added |
| Gradient Investments LLC | 1,018 | $27.8K | 0.00% | 00.0% | Unchanged |
| 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 |
| Bangor Savings Bank | 894 | $24.5K | 0.00% | −67−7.0% | Reduced |
| Deseret Mutual Benefit Administrators | 892 | $24.4K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 834 | $22.8K | 0.00% | −193−18.8% | Reduced |
| AlphaMark Advisors, LLC | 800 | $22.0K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 810 | $22.0K | 0.02% | +270+50.0% | Added |
| Quent Capital, LLC | 796 | $21.8K | 0.00% | 00.0% | Unchanged |
| Resurgent Financial Advisors LLC | 787 | $21.5K | 0.01% | +787 | New |
| Caldwell Trust Co | 767 | $21.0K | 0.00% | −57−6.9% | Reduced |
| Colonial Trust Advisors | 750 | $20.5K | 0.00% | 00.0% | Unchanged |
| Foster Dykema Cabot & Co Inc | 733 | $20.0K | 0.00% | +233+46.6% | Added |
| FinTrust Capital Advisors, LLC | 706 | $19.4K | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 670 | $18.3K | 0.02% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 650 | $17.8K | 0.01% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 633 | $17.3K | 0.02% | −360−36.3% | Reduced |
| Private Trust Co NA | 613 | $16.8K | 0.00% | −2−0.3% | Reduced |
| Desjardins Global Asset Management Inc. | 606 | $16.6K | 0.00% | −1,212−66.7% | Reduced |
| West Branch Capital LLC | 560 | $15.3K | 0.01% | −350−38.5% | Reduced |
| Clear Street Markets LLC | 539 | $15.0K | 0.01% | −258−32.4% | Reduced |
| Perkins Coie Trust Co | 521 | $14.2K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 527 | $14.0K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 510 | $13.9K | 0.00% | −40−7.3% | Reduced |
| 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 |