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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.

Q3 2023 vs. Q2 2023

How the institutions holding Nisource Inc. changed between Q2 2023 and Q3 2023.

All holders in Q3 2023All holders in Q2 2023

13F holders of NI: Q2 2023 compared with Q3 2023
MeasureQ2 2023Of which not filed for Q3 2023Q3 2023Change
Holders5665585+24
Shares390.6M3.56M392.6M+5.62M (+1.5%)
Value$10.7B$97.4M$9.69B−$900.7M (−8.5%)

5 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so the changes leave them out.

New holders (70)

Institutions that held Nisource Inc. at the end of Q3 2023 but not at the end of Q2 2023.

Institutions new to NI in Q3 2023
InstitutionSharesValue% of portfolio
Pictet Asset Management Holding SA5,703,847$140.8M0.17%
Balyasny Asset Management LLC2,501,716$61.7M0.17%
Lighthouse Investment Partners, LLC677,820$16.7M0.99%
Hudson Bay Capital Management LP563,932$13.9M0.13%
Eaton Financial Holdings Company, LLC236,247$5.83M1.56%
Envestnet Portfolio Solutions, Inc.181,535$4.48M0.02%
Meritage Portfolio Management121,998$3.01M0.22%
Twinbeech Capital LP119,952$2.96M0.06%
Community Trust & Investment Co107,131$2.64M0.22%
NBC Securities, Inc.106,018$2.62M0.29%
Sit Investment Associates Inc96,300$2.38M0.07%
Comerica Bank93,201$2.30M0.01%
Westover Capital Advisors, LLC83,177$2.05M0.74%
Capital Fund Management S.A.70,866$1.75M0.02%
Connor, Clark & Lunn Investment Management Ltd.51,425$1.27M0.01%
Sciencast Management LP45,596$1.13M0.51%
Duality Advisers, LP44,472$1.10M0.13%
Man Group plc–$1.04M0.00%
Mirabella Financial Services LLP38,686$954.8K0.14%
APG Asset Management N.V.34,795$858.7K0.00%
Prelude Capital Management, LLC33,720$832.2K0.08%
Jump Financial, LLC33,695$831.6K0.03%
Machina Capital S.A.S.26,982$665.9K0.37%
Wealth Enhancement Advisory Services, LLC24,771$611.4K0.00%
Centiva Capital, LP20,614$508.8K0.03%
Echo Street Capital Management LLC17,654$435.7K0.00%
Atom Investors LP14,902$367.8K0.08%
United Services Automobile Association14,847$366.4K0.01%
Pathway Financial Advisers, LLC14,491$357.6K0.15%
Agf Management Ltd14,084$347.6K0.00%
Pathstone Family Office, LLC13,116$323.7K0.00%
International Assets Investment Management, LLC11,228$282.7K0.04%
Magnetar Financial LLC10,729$264.8K0.01%
Landscape Capital Management, L.L.C.10,498$259.1K0.03%
Pallas Capital Advisors LLC10,256$257.6K0.02%
Kestra Private Wealth Services, LLC10,200$251.7K0.01%
Truepoint, Inc.9,770$241.1K0.01%
Ieq Capital, LLC9,676$238.8K0.00%
Vident Advisory, LLC9,374$231.3K0.01%
HB Wealth Management, LLC9,110$224.8K0.00%
Virtus Investment Advisers, Inc.9,100$224.6K0.15%
QRG Capital Management, Inc.9,042$223.2K0.00%
Diametric Capital, LP8,834$218.0K0.09%
Toroso Investments, LLC8,660$213.7K0.01%
Kestra Advisory Services, LLC8,392$207.1K0.00%
Edgestream Partners, L.P.8,199$202.4K0.02%
Bedel Financial Consulting Inc8,151$201.2K0.04%
V-Square Quantitative Management LLC7,008$173.0K0.08%
Credit Agricole S A3,886$95.9K0.00%
Indiana Trust & Investment Management CO3,758$92.7K0.05%
Column Capital Advisors, LLC2,900$71.6K0.01%
Authentikos Wealth Advisory, LLC2,502$61.7K0.06%
Sentry Investment Management LLC2,226$55.0K0.03%
Headlands Technologies LLC972$24.0K0.01%
PSI Advisors, LLC866$21.4K0.01%
BluePath Capital Management, LLC849$21.0K0.02%
Financial Avengers, Inc.388$9.58K0.01%
Carmel Capital Partners, LLC370$9.13K0.00%
Householder Group Estate & Retirement Specialist, LLC355$8.76K0.00%
Fortis Group Advisors, LLC257$6.33K0.00%
Missouri Trust & Investment Co246$6.07K0.00%
Steward Financial Group LLC130$3.00K0.00%
Macroview Investment Management LLC116$2.86K0.00%
Clearstead Advisors, LLC93$2.30K0.00%
Northwest Investment Counselors, LLC90$2.22K0.00%
Whittier Trust Co77$1.90K0.00%
ClariVest Asset Management LLC28$1.00K0.00%
Tobam56$1.00K0.00%
GoalVest Advisory LLC30$7400.00%
WestEnd Advisors, LLC11$2710.00%

Sold out (46)

Institutions that held Nisource Inc. at the end of Q2 2023 and filed for Q3 2023 without it.

Institutions that sold out of NI in Q3 2023
InstitutionShares, Q2 2023Value, Q2 2023
MUFG Securities EMEA plc4,022,324$110.0M
Empyrean Capital Partners, LP1,177,000$32.2M
Cinctive Capital Management LP332,864$9.10M
Voloridge Investment Management, LLC140,372$3.84M
Opus Investment Management Inc118,795$3.25M
Occudo Quantitative Strategies LP84,866$2.32M
BlueCrest Capital Management Ltd31,479$861.0K
Bayesian Capital Management, LP30,900$845.1K
Quadrature Capital Ltd29,197$798.4K
Oak Thistle LLC23,454$641.5K
Chiron Investment Management, LLC23,284$636.8K
CenterBook Partners LP22,771$622.8K
Stevens Capital Management LP19,013$520.0K
Krilogy Financial LLC16,000$437.6K
Capstone Investment Advisors, LLC15,157$414.5K
Beverly Hills Private Wealth, LLC15,605$413.7K
Shaker Investments LLC14,406$394.0K
Boothbay Fund Management, LLC12,277$335.8K
Putnam Investments LLC10,580$289.4K
Vident Investment Advisory, LLC8,700$238.4K
Veritable, L.P.8,329$227.8K
Hemington Wealth Management8,205$224.0K
Calton & Associates, Inc.8,177$223.7K
Lumbard & Kellner, LLC8,000$223.0K
Hutchens & Kramer Investment Management Group, LLC8,062$220.5K
Ballentine Partners, LLC8,041$219.9K
3Chopt Investment Partners, LLC7,939$217.1K
Wetherby Asset Management Inc7,908$216.3K
Walleye Capital LLC7,796$213.2K
Park National Corp7,511$205.4K
Clarius Group, LLC7,439$203.5K
Hill Investment Group Partners, LLC7,355$201.2K
Meiji Yasuda Asset Management Co Ltd.7,350$201.0K
Quarry LP1,827$50.0K
Simplex Trading, LLC1,287$35.0K
Achmea Investment Management B.V.1,059$29.0K
Clearview Wealth Advisors LLC633$17.3K
Clear Street Markets LLC539$15.0K
Fiduciary Alliance LLC299$8.18K
Tradition Wealth Management, LLC193$5.00K
ICA Group Wealth Management, LLC93$2.54K
Disciplined Investments, LLC46$1.26K
Grove Bank & Trust40$1.09K
CVA Family Office, LLC35$957
Motco34$930
Baker Avenue Asset Management, LP8$219

Not filed for Q3 2023 yet (5)

Institutions that held Nisource Inc. at the end of Q2 2023 and haven't filed a 13F for Q3 2023. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding NI in Q2 2023 that haven't filed for Q3 2023
InstitutionShares, Q2 2023Value, Q2 2023
Pictet Asset Management SA3,283,186$89.8M
44 Wealth Management LLC200,106$5.47M
EA Series Trust78,348$2.14M
Endurance Wealth Management, Inc.94$3.00K
Coastal Capital Group, Inc.29$805