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, Q3 2023
Institutional positions in Nisource Inc. as of Sep 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
- 585
- +24 vs. Q2 2023
- Shares held
- 392.6M
- +5.62M (+1.5%) vs. Q2 2023
- Total value
- $9.69B
- −$900.7M (−8.5%) vs. Q2 2023
- New holders
- 70
- 215 more added
- Sold out
- 46
- 191 more reduced
5 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Nisource Inc.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Avion Wealth | 37 | $0 | 0.00% | +19+105.6% | Added |
| Eagle Bay Advisors LLC | 1 | $37 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 10 | $247 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 11 | $271 | 0.00% | +11 | New |
| Abound Wealth Management | 15 | $378 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 19 | $469 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 19 | $474 | 0.00% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 21 | $518 | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 30 | $740 | 0.00% | +30 | New |
| Raffa Wealth Management, LLC | 35 | $864 | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 39 | $963 | 0.00% | −30−43.5% | Reduced |
| GW&K Investment Management, LLC | 24 | $1.00K | 0.00% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 24 | $1.00K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 49 | $1.00K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 28 | $1.00K | 0.00% | +28 | New |
| Tobam | 56 | $1.00K | 0.00% | +56 | New |
| SOA Wealth Advisors, LLC. | 46 | $1.13K | 0.00% | +1+2.2% | Added |
| SJS Investment Consulting Inc. | 46 | $1.14K | 0.00% | +8+21.1% | Added |
| Versant Capital Management, Inc | 56 | $1.38K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 60 | $1.48K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 62 | $1.53K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 75 | $1.85K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 77 | $1.90K | 0.00% | +77 | New |
| AdvisorNet Financial, Inc | 78 | $1.93K | 0.00% | −116−59.8% | Reduced |
| Cornerstone Planning Group LLC | 79 | $1.95K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 100 | $2.00K | 0.00% | +60+150.0% | Added |
| Financial Management Professionals, Inc. | 64 | $2.00K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 77 | $2.00K | 0.00% | +1+1.3% | Added |
| Psagot Value Holdings Ltd. / (Israel) | 70 | $2.00K | 0.00% | −6−7.9% | Reduced |
| Northwest Investment Counselors, LLC | 90 | $2.22K | 0.00% | +90 | New |
| Clearstead Advisors, LLC | 93 | $2.30K | 0.00% | +93 | New |
| Sugarloaf Wealth Management, LLC | 96 | $2.37K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 101 | $2.49K | 0.00% | +87+621.4% | Added |
| MB, Levis & Associates, LLC | 109 | $2.69K | 0.00% | +1+0.9% | Added |
| Bell Investment Advisors, Inc | 116 | $2.86K | 0.00% | +19+19.6% | Added |
| Macroview Investment Management LLC | 116 | $2.86K | 0.00% | +116 | New |
| Glen Eagle Advisors, LLC | 118 | $2.90K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 140 | $3.00K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 130 | $3.00K | 0.00% | +130 | New |
| Baystate Wealth Management LLC | 132 | $3.28K | 0.00% | +1+0.8% | Added |
| Red Tortoise LLC | 135 | $3.33K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 153 | $4.00K | 0.00% | +139+992.9% | Added |
| MV Capital Management, Inc. | 164 | $4.05K | 0.00% | −13−7.3% | Reduced |
| Pinnacle Bancorp, Inc. | 193 | $4.76K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 200 | $5.00K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 226 | $5.58K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 282 | $6.00K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 246 | $6.07K | 0.00% | +246 | New |
| West Tower Group, LLC | 248 | $6.12K | 0.00% | +18+7.8% | Added |
| Farmers & Merchants Investments Inc | 250 | $6.17K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 257 | $6.33K | 0.00% | +257 | New |
| JFS Wealth Advisors, LLC | 257 | $6.34K | 0.00% | −54−17.4% | Reduced |
| North Star Investment Management Corp. | 274 | $6.76K | 0.00% | 00.0% | Unchanged |
| Desjardins Global Asset Management Inc. | 291 | $7.18K | 0.00% | −315−52.0% | Reduced |
| Zions Bancorporation, N.A. | 301 | $7.43K | 0.00% | −44−12.8% | Reduced |
| Jones Financial Companies LLLP | 327 | $8.07K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 330 | $8.14K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 335 | $8.27K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 355 | $8.76K | 0.00% | +355 | New |
| Carmel Capital Partners, LLC | 370 | $9.13K | 0.00% | +370 | New |
| American State Bank (Iowa) | 375 | $9.26K | 0.01% | 00.0% | Unchanged |
| National Pension Service | 362 | $9.32K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 378 | $9.33K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 379 | $9.35K | 0.00% | +201+112.9% | Added |
| EverSource Wealth Advisors, LLC | 383 | $9.46K | 0.00% | −451−54.1% | Reduced |
| Financial Avengers, Inc. | 388 | $9.58K | 0.01% | +388 | New |
| Beacon Capital Management, LLC | 359 | $9.82K | 0.00% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 400 | $9.87K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 408 | $10.1K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 441 | $10.9K | 0.00% | 00.0% | Unchanged |
| First Personal Financial Services | 445 | $11.0K | 0.00% | 00.0% | Unchanged |
| Jefferies Financial Group Inc. | 490 | $12.1K | 0.00% | −19,247−97.5% | Reduced |
| Hexagon Capital Partners LLC | 496 | $12.2K | 0.00% | +70+16.4% | Added |
| Salem Investment Counselors Inc | 500 | $12.3K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 500 | $12.3K | 0.01% | 00.0% | Unchanged |
| Bank of New Hampshire | 500 | $12.3K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 510 | $12.6K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 526 | $13.0K | 0.01% | −284−35.1% | Reduced |
| Harvest Fund Management Co., Ltd | 527 | $13.0K | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 536 | $13.2K | 0.00% | +15+2.9% | Added |
| West Branch Capital LLC | 560 | $13.8K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 613 | $15.1K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 650 | $16.0K | 0.01% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 670 | $16.5K | 0.02% | 00.0% | Unchanged |
| Foster Dykema Cabot & Co Inc | 733 | $18.0K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 750 | $18.5K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 767 | $18.9K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 800 | $20.0K | 0.01% | 00.0% | Unchanged |
| Bangor Savings Bank | 818 | $20.2K | 0.00% | −76−8.5% | Reduced |
| Resurgent Financial Advisors LLC | 835 | $20.6K | 0.01% | +48+6.1% | Added |
| BluePath Capital Management, LLC | 849 | $21.0K | 0.02% | +849 | New |
| Atlas Capital Advisors LLC | 856 | $21.1K | 0.00% | −434−33.6% | Reduced |
| PSI Advisors, LLC | 866 | $21.4K | 0.01% | +866 | New |
| Deseret Mutual Benefit Administrators | 892 | $22.0K | 0.01% | 00.0% | Unchanged |
| Headlands Technologies LLC | 972 | $24.0K | 0.01% | +972 | New |
| Caldwell Sutter Capital, Inc. | 1,000 | $24.7K | 0.01% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 1,000 | $24.7K | 0.01% | 00.0% | Unchanged |
| Gradient Investments LLC | 1,018 | $25.1K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 1,033 | $25.5K | 0.01% | +327+46.3% | Added |
| Lindbrook Capital, LLC | 1,062 | $26.2K | 0.00% | −1,030−49.2% | Reduced |