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, Q4 2023
Institutional positions in Nisource Inc. as of Dec 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
- 610
- +39 vs. Q3 2023
- Shares held
- 409.3M
- +16.9M (+4.3%) vs. Q3 2023
- Total value
- $10.9B
- +$1.19B (+12.3%) vs. Q3 2023
- New holders
- 99
- 226 more added
- Sold out
- 60
- 202 more reduced
14 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Nisource Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Eagle Bay Advisors LLC | 1 | $20 | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 1 | $27 | 0.00% | +1 | New |
| Trust Co of Vermont | 3 | $80 | 0.00% | +3 | New |
| Rakuten Securities, Inc. | 5 | $133 | 0.00% | +5 | New |
| WestEnd Advisors, LLC | 6 | $159 | 0.00% | −5−45.5% | Reduced |
| Valued Wealth Advisors LLC | 9 | $223 | 0.00% | +9 | New |
| True Wealth Design, LLC | 10 | $266 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 15 | $399 | 0.00% | −86−85.1% | Reduced |
| Abound Wealth Management | 15 | $410 | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 18 | $477 | 0.00% | +18 | New |
| TFC Financial Management | 19 | $510 | 0.00% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 21 | $558 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 27 | $715 | 0.00% | +27 | New |
| Larson Financial Group LLC | 32 | $850 | 0.00% | +13+68.4% | Added |
| Raffa Wealth Management, LLC | 35 | $929 | 0.00% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 37 | $982 | 0.00% | +37 | New |
| Prestige Wealth Management Group LLC | 37 | $983 | 0.00% | +37 | New |
| SJS Investment Consulting Inc. | 42 | $1.12K | 0.00% | −4−8.7% | Reduced |
| DiNuzzo Private Wealth, Inc. | 45 | $1.20K | 0.00% | +45 | New |
| SOA Wealth Advisors, LLC. | 46 | $1.23K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 48 | $1.27K | 0.00% | −8−14.3% | Reduced |
| Retirement Group, LLC | 60 | $1.59K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 65 | $1.73K | 0.00% | +65 | New |
| Fortitude Family Office, LLC | 67 | $1.78K | 0.00% | +67 | New |
| TCTC Holdings, LLC | 74 | $1.97K | 0.00% | +74 | New |
| Hollencrest Capital Management | 75 | $1.99K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 61 | $2.00K | 0.00% | −92−60.1% | Reduced |
| Financial Management Professionals, Inc. | 64 | $2.00K | 0.00% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 70 | $2.00K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 77 | $2.04K | 0.00% | +77 | New |
| Winch Advisory Services, LLC | 78 | $2.06K | 0.00% | +1+1.3% | Added |
| Cornerstone Planning Group LLC | 79 | $2.10K | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 93 | $2.47K | 0.00% | +93 | New |
| Sugarloaf Wealth Management, LLC | 96 | $2.55K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 99 | $2.63K | 0.00% | +21+26.9% | Added |
| First Horizon Advisors, Inc. | 102 | $2.71K | 0.00% | +40+64.5% | Added |
| MV Capital Management, Inc. | 105 | $2.79K | 0.00% | −59−36.0% | Reduced |
| MB, Levis & Associates, LLC | 110 | $2.92K | 0.00% | +1+0.9% | Added |
| Sachetta, LLC | 120 | $3.19K | 0.00% | +120 | New |
| Glen Eagle Advisors, LLC | 130 | $3.44K | 0.00% | +12+10.2% | Added |
| Caitlin John, LLC | 132 | $3.51K | 0.00% | +132 | New |
| Baystate Wealth Management LLC | 134 | $3.56K | 0.00% | +2+1.5% | Added |
| Smithfield Trust Co | 140 | $4.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 162 | $4.30K | 0.00% | +46+39.7% | Added |
| Raleigh Capital Management Inc. | 163 | $4.33K | 0.00% | +163 | New |
| TSFG, LLC | 200 | $5.00K | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 181 | $5.00K | 0.00% | +181 | New |
| Hexagon Capital Partners LLC | 192 | $5.10K | 0.00% | −304−61.3% | Reduced |
| Whittier Trust Co | 200 | $5.31K | 0.00% | +123+159.7% | Added |
| American State Bank (Iowa) | 200 | $5.31K | 0.00% | −175−46.7% | Reduced |
| Brown Brothers Harriman & Co | 201 | $5.34K | 0.00% | −178−47.0% | Reduced |
| Creative Financial Designs Inc | 226 | $6.00K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 240 | $6.00K | 0.00% | +140+140.0% | Added |
| North Star Investment Management Corp. | 250 | $6.64K | 0.00% | −24−8.8% | Reduced |
| Farmers & Merchants Investments Inc | 250 | $6.64K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 282 | $7.00K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 272 | $7.22K | 0.00% | −29−9.6% | Reduced |
| GoalVest Advisory LLC | 290 | $7.70K | 0.00% | +260+866.7% | Added |
| Desjardins Global Asset Management Inc. | 291 | $7.72K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 293 | $7.78K | 0.00% | −904−75.5% | Reduced |
| Pinnacle Bancorp, Inc. | 301 | $7.99K | 0.00% | +108+56.0% | Added |
| Webster Bank, N. A. | 330 | $8.76K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 330 | $8.76K | 0.00% | +73+28.4% | Added |
| Beacon Capital Management, LLC | 359 | $8.86K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 355 | $9.00K | 0.00% | 00.0% | Unchanged |
| National Pension Service | 362 | $9.61K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 376 | $9.98K | 0.00% | −7−1.8% | Reduced |
| Key Financial Inc | 378 | $10.0K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 385 | $10.2K | 0.00% | −1,319−77.4% | Reduced |
| Financial Avengers, Inc. | 392 | $10.4K | 0.01% | +4+1.0% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 400 | $10.6K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 400 | $10.6K | 0.00% | −160−28.6% | Reduced |
| Bartlett & Co. LLC | 429 | $11.0K | 0.00% | −1,800−80.8% | Reduced |
| Bartlett & Co. Wealth Management LLC | 429 | $11.4K | 0.00% | −1,800−80.8% | Reduced |
| Bruce G. Allen Investments, LLC | 430 | $11.4K | 0.01% | +430 | New |
| Park Place Capital Corp | 441 | $11.7K | 0.00% | 00.0% | Unchanged |
| First Personal Financial Services | 445 | $11.8K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 450 | $11.9K | 0.00% | −18,325−97.6% | Reduced |
| Salem Investment Counselors Inc | 500 | $13.3K | 0.00% | 00.0% | Unchanged |
| Bank of New Hampshire | 500 | $13.3K | 0.00% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 500 | $13.3K | 0.00% | +500 | New |
| Central Trust Co | 510 | $13.5K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 513 | $13.6K | 0.00% | +256+99.6% | Added |
| Perkins Coie Trust Co | 521 | $13.8K | 0.00% | −15−2.8% | Reduced |
| Harvest Fund Management Co., Ltd | 527 | $14.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 524 | $14.0K | 0.01% | −2−0.4% | Reduced |
| Jones Financial Companies LLLP | 603 | $16.0K | 0.00% | +276+84.4% | Added |
| Hantz Financial Services, Inc. | 655 | $17.0K | 0.00% | −449−40.7% | Reduced |
| Barrett & Company, Inc. | 650 | $17.3K | 0.01% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 651 | $17.3K | 0.01% | −241−27.0% | Reduced |
| Assetmark, Inc | 658 | $17.5K | 0.00% | +658 | New |
| Mendota Financial Group, LLC | 670 | $17.8K | 0.01% | 00.0% | Unchanged |
| Main Street Group, LTD | 700 | $18.6K | 0.01% | +700 | New |
| Caldwell Trust Co | 708 | $18.8K | 0.00% | −59−7.7% | Reduced |
| AlphaMark Advisors, LLC | 700 | $19.0K | 0.01% | −100−12.5% | Reduced |
| FinTrust Capital Advisors, LLC | 718 | $19.1K | 0.00% | −315−30.5% | Reduced |
| Transcendent Capital Group LLC | 735 | $19.5K | 0.01% | +735 | New |
| Colonial Trust Advisors | 756 | $20.1K | 0.00% | +6+0.8% | Added |
| Resurgent Financial Advisors LLC | 865 | $23.0K | 0.01% | +30+3.6% | Added |
| PSI Advisors, LLC | 866 | $23.0K | 0.01% | 00.0% | Unchanged |