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Livermore
Livermore
ZHEN

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, Q1 2024

Institutional positions in Nisource Inc. as of Mar 31, 2024. 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
633
+32 vs. Q4 2023
Shares held
424.9M
+15.7M (+3.8%) vs. Q4 2023
Total value
$11.8B
+$885.9M (+8.2%) vs. Q4 2023
New holders
83
255 more added
Sold out
51
189 more reduced

9 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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.

Institutional holdersQ1 2024: 633 institutions
Q1 2021: 489 institutionsQ2 2021: 512 institutionsQ3 2021: 494 institutionsQ4 2021: 519 institutionsQ1 2022: 532 institutionsQ2 2022: 539 institutionsQ3 2022: 545 institutionsQ4 2022: 576 institutionsQ1 2023: 592 institutionsQ2 2023: 566 institutionsQ3 2023: 585 institutionsQ4 2023: 610 institutionsQ1 2024: 633 institutionsQ2 2024: 638 institutionsQ3 2024: 687 institutionsQ4 2024: 736 institutionsQ1 2025: 797 institutionsQ2 2025: 774 institutionsQ3 2025: 785 institutionsQ4 2025: 837 institutionsQ1 2026: 886 institutionsQ2 2026: 916 institutions
Value heldQ1 2024: $11.8B
Q1 2021: $8.79BQ2 2021: $9.03BQ3 2021: $9.10BQ4 2021: $10.4BQ1 2022: $12.1BQ2 2022: $11.4BQ3 2022: $9.55BQ4 2022: $10.5BQ1 2023: $10.8BQ2 2023: $10.7BQ3 2023: $9.69BQ4 2023: $10.9BQ1 2024: $11.8BQ2 2024: $12.6BQ3 2024: $15.4BQ4 2024: $16.5BQ1 2025: $17.7BQ2 2025: $18.3BQ3 2025: $19.3BQ4 2025: $19.3BQ1 2026: $21.2BQ2 2026: $22.0B
Institutions holding NI and their total value by quarter
QuarterHoldersValue
Q2 2026916$22.0B
Q1 2026886$21.2B
Q4 2025837$19.3B
Q3 2025785$19.3B
Q2 2025774$18.3B
Q1 2025797$17.7B
Q4 2024736$16.5B
Q3 2024687$15.4B
Q2 2024638$12.6B
Q1 2024633$11.8B
Q4 2023610$10.9B
Q3 2023585$9.69B
Q2 2023566$10.7B
Q1 2023592$10.8B
Q4 2022576$10.5B
Q3 2022545$9.55B
Q2 2022539$11.4B
Q1 2022532$12.1B
Q4 2021519$10.4B
Q3 2021494$9.10B
Q2 2021512$9.03B
Q1 2021489$8.79B

Institutions, Q1 2024

Shares, value and share of portfolio for each institution holding Nisource Inc.; share changes are against Q4 2023.

Institutions holding NI in Q1 2024
InstitutionSharesValue% of portfolioChange in sharesAction
GW&K Investment Management, LLC6$00.00%+6New
Eagle Bay Advisors LLC1$210.00%00.0%Unchanged
Ancora Advisors, LLC1$280.00%00.0%Unchanged
Annis Gardner Whiting Capital Advisors, LLC5$1390.00%+5New
WestEnd Advisors, LLC6$1660.00%00.0%Unchanged
Valued Wealth Advisors LLC9$2490.00%00.0%Unchanged
Raleigh Capital Management Inc.10$2770.00%−153−93.9%Reduced
Abound Wealth Management16$4320.00%+1+6.7%Added
ClariVest Asset Management LLC16$4390.00%+16New
True Wealth Design, LLC17$4710.00%+7+70.0%Added
TFC Financial Management19$5310.00%00.0%Unchanged
Ruedi Wealth Management, Inc.21$5810.00%00.0%Unchanged
Rakuten Securities, Inc.22$6090.00%+17+340.0%Added
AdvisorNet Financial, Inc29$8020.00%−70−70.7%Reduced
Larson Financial Group LLC32$8850.00%00.0%Unchanged
Dunhill Financial, LLC32$8850.00%+5+18.5%Added
Raffa Wealth Management, LLC35$9680.00%00.0%Unchanged
Farmers & Merchants Trust Co of Chambersburg PA32$1.00K0.00%+32New
Prestige Wealth Management Group LLC37$1.02K0.00%00.0%Unchanged
Manchester Capital Management LLC41$1.14K0.00%+26+173.3%Added
SJS Investment Consulting Inc.42$1.16K0.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.45$1.25K0.00%00.0%Unchanged
SOA Wealth Advisors, LLC.47$1.29K0.00%+1+2.2%Added
Versant Capital Management, Inc48$1.33K0.00%00.0%Unchanged
Carolinas Wealth Consulting LLC50$1.38K0.00%+50New
Laurel Wealth Advisors LLC51$1.41K0.00%+51New
Global Assets Advisory, LLC43,501$1.58K0.07%+43,501New
Retirement Group, LLC60$1.66K0.00%00.0%Unchanged
Leonteq Securities AG65$1.80K0.00%00.0%Unchanged
Financial Management Professionals, Inc.64$2.00K0.00%00.0%Unchanged
Capital Advisors, Ltd. LLC82$2.00K0.00%+21+34.4%Added
Psagot Value Holdings Ltd. / (Israel)70$2.00K0.02%00.0%Unchanged
TCTC Holdings, LLC74$2.05K0.00%00.0%Unchanged
Hollencrest Capital Management75$2.08K0.00%00.0%Unchanged
Winch Advisory Services, LLC78$2.17K0.00%00.0%Unchanged
Riggs Asset Managment Co. Inc.86$2.38K0.00%+86New
ICA Group Wealth Management, LLC93$2.57K0.00%00.0%Unchanged
HighMark Wealth Management LLC93$2.57K0.00%+93New
Sugarloaf Wealth Management, LLC96$2.65K0.00%00.0%Unchanged
Cornerstone Planning Group LLC100$2.85K0.00%+21+26.6%Added
Harvest Fund Management Co., Ltd103$3.00K0.00%−424−80.5%Reduced
MV Capital Management, Inc.110$3.04K0.00%+5+4.8%Added
MB, Levis & Associates, LLC111$3.07K0.00%+1+0.9%Added
First Horizon Advisors, Inc.114$3.15K0.00%+12+11.8%Added
Sachetta, LLC120$3.19K0.00%00.0%Unchanged
Glen Eagle Advisors, LLC130$3.59K0.00%00.0%Unchanged
Caitlin John, LLC132$3.65K0.00%00.0%Unchanged
VisionPoint Advisory Group, LLC134$3.71K0.00%+134New
Smithfield Trust Co140$4.00K0.00%00.0%Unchanged
Smartleaf Asset Management LLC163$4.47K0.00%+145+805.6%Added
Valley National Advisers Inc215$5.00K0.00%−25−10.4%Reduced
FSA Wealth Management LLC181$5.01K0.00%00.0%Unchanged
Bell Investment Advisors, Inc181$5.01K0.00%+19+11.7%Added
Brown Brothers Harriman & Co201$5.56K0.00%00.0%Unchanged
Hexagon Capital Partners LLC203$5.62K0.00%+11+5.7%Added
CoreCap Advisors, LLC208$5.75K0.00%+208New
New Covenant Trust Company, N.A.210$5.81K0.01%+210New
Pacific Capital Wealth Advisors, Inc216$5.97K0.00%+216New
TSFG, LLC200$6.00K0.00%00.0%Unchanged
Creative Financial Designs Inc226$6.25K0.00%00.0%Unchanged
Fortitude Family Office, LLC241$6.67K0.00%+174+259.7%Added
Farmers & Merchants Investments Inc250$6.92K0.00%00.0%Unchanged
North Star Investment Management Corp.250$6.92K0.00%00.0%Unchanged
Coston, McIsaac & Partners282$7.00K0.00%00.0%Unchanged
Fortis Group Advisors, LLC257$7.09K0.00%−256−49.9%Reduced
Zions Bancorporation, N.A.272$7.52K0.00%00.0%Unchanged
Pingora Partners LLC280$7.75K0.01%+280New
Bartlett & Co. Wealth Management LLC294$8.13K0.00%−135−31.5%Reduced
Assetmark, Inc297$8.21K0.00%−361−54.9%Reduced
JFS Wealth Advisors, LLC299$8.27K0.00%−31−9.4%Reduced
Pinnacle Bancorp, Inc.301$8.33K0.00%00.0%Unchanged
EverSource Wealth Advisors, LLC313$8.72K0.00%−63−16.8%Reduced
Webster Bank, N. A.330$9.13K0.00%00.0%Unchanged
Householder Group Estate & Retirement Specialist, LLC355$9.82K0.00%00.0%Unchanged
Beacon Capital Management, LLC359$9.93K0.00%00.0%Unchanged
National Pension Service362$10.0K0.00%00.0%Unchanged
Sandy Spring Bank371$10.3K0.00%+78+26.6%Added
Key Financial Inc378$10.5K0.00%00.0%Unchanged
Financial Avengers, Inc.396$10.9K0.01%+4+1.0%Added
West Branch Capital LLC400$11.1K0.00%00.0%Unchanged
Johnson Financial Group, Inc.424$11.7K0.00%−26−5.8%Reduced
Bruce G. Allen Investments, LLC430$11.9K0.01%00.0%Unchanged
Park Place Capital Corp441$12.2K0.00%00.0%Unchanged
First Personal Financial Services445$12.3K0.00%00.0%Unchanged
Salem Investment Counselors Inc500$13.8K0.00%00.0%Unchanged
Bank of New Hampshire500$13.8K0.00%00.0%Unchanged
Foster Dykema Cabot & Partners, LLC500$13.8K0.00%00.0%Unchanged
Riverview Trust Co500$13.8K0.01%+500New
Central Trust Co510$14.1K0.00%00.0%Unchanged
Perkins Coie Trust Co521$14.4K0.00%00.0%Unchanged
LRI Investments, LLC534$14.8K0.00%+534New
Parkside Financial Bank & Trust546$15.1K0.00%+161+41.8%Added
FRG Family Wealth Advisors LLC600$16.7K0.00%+600New
Nelson, Van Denburg & Campbell Wealth Management Group, LLC611$16.9K0.00%+611New
Hantz Financial Services, Inc.620$17.0K0.00%−35−5.3%Reduced
Barrett & Company, Inc.650$18.0K0.01%00.0%Unchanged
Deseret Mutual Benefit Administrators651$18.0K0.01%00.0%Unchanged
AlphaMark Advisors, LLC700$19.0K0.01%00.0%Unchanged
Quent Capital, LLC693$19.2K0.00%−514−42.6%Reduced
Caldwell Trust Co708$19.6K0.00%00.0%Unchanged