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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, Q2 2024

Institutional positions in Nisource Inc. as of Jun 30, 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
638
+14 vs. Q1 2024
Shares held
437.7M
+14.2M (+3.4%) vs. Q1 2024
Total value
$12.6B
+$900.1M (+7.7%) vs. Q1 2024
New holders
67
259 more added
Sold out
53
201 more reduced

9 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2024: 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 holdersQ2 2024: 638 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 heldQ2 2024: $12.6B
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, Q2 2024

Shares, value and share of portfolio for each institution holding Nisource Inc.; share changes are against Q1 2024.

Institutions holding NI in Q2 2024
InstitutionSharesValue% of portfolioChange in sharesAction
GW&K Investment Management, LLC17$00.00%+11+183.3%Added
Caitlin John, LLC0$30.00%−132−100.0%Reduced
Eagle Bay Advisors LLC1$220.00%00.0%Unchanged
Ancora Advisors, LLC1$290.00%00.0%Unchanged
Rakuten Securities, Inc.3$860.00%−19−86.4%Reduced
Annis Gardner Whiting Capital Advisors, LLC5$1450.00%00.0%Unchanged
WestEnd Advisors, LLC7$2020.00%+1+16.7%Added
Valued Wealth Advisors LLC9$2600.00%00.0%Unchanged
Raleigh Capital Management Inc.10$2880.00%00.0%Unchanged
Unique Wealth Strategies, LLC15$4150.00%+15New
ClariVest Asset Management LLC16$4640.00%00.0%Unchanged
TFC Financial Management19$5530.00%00.0%Unchanged
True Wealth Design, LLC20$5770.00%+3+17.6%Added
Ruedi Wealth Management, Inc.27$7780.00%+6+28.6%Added
AdvisorNet Financial, Inc29$8350.00%00.0%Unchanged
Larson Financial Group LLC34$9800.00%+2+6.3%Added
Financial Management Professionals, Inc.28$1.00K0.00%−36−56.3%Reduced
Raffa Wealth Management, LLC35$1.01K0.00%00.0%Unchanged
Prestige Wealth Management Group LLC37$1.07K0.00%00.0%Unchanged
Dunhill Financial, LLC40$1.15K0.00%+8+25.0%Added
Abich Financial Wealth Management LLC43$1.24K0.00%+43New
Innealta Capital, LLC47$1.35K0.00%+47New
SOA Wealth Advisors, LLC.47$1.35K0.00%00.0%Unchanged
SJS Investment Consulting Inc.47$1.35K0.00%+5+11.9%Added
Triad Wealth Partners, LLC50$1.44K0.00%+50New
DiNuzzo Private Wealth, Inc.53$1.53K0.00%+8+17.8%Added
Leonteq Securities AG63$1.81K0.00%−2−3.1%Reduced
Opal Wealth Advisors, LLC63$1.82K0.00%+63New
Capital Advisors, Ltd. LLC82$2.00K0.00%00.0%Unchanged
Carolinas Wealth Consulting LLC72$2.08K0.00%+22+44.0%Added
Asset Dedication, LLC72$2.08K0.00%+72New
TCTC Holdings, LLC74$2.13K0.00%00.0%Unchanged
Hollencrest Capital Management75$2.16K0.00%00.0%Unchanged
Winch Advisory Services, LLC79$2.28K0.00%+1+1.3%Added
First Horizon Advisors, Inc.82$2.37K0.00%−32−28.1%Reduced
Riggs Asset Managment Co. Inc.86$2.48K0.00%00.0%Unchanged
ICA Group Wealth Management, LLC93$2.68K0.00%00.0%Unchanged
Sugarloaf Wealth Management, LLC96$2.77K0.00%00.0%Unchanged
Thurston, Springer, Miller, Herd & Titak, Inc.101$2.91K0.00%+101New
Cornerstone Planning Group LLC101$3.08K0.00%+1+1.0%Added
MV Capital Management, Inc.110$3.17K0.00%00.0%Unchanged
MB, Levis & Associates, LLC112$3.23K0.00%+1+0.9%Added
Glen Eagle Advisors, LLC118$3.39K0.00%−12−9.2%Reduced
Motco120$3.46K0.00%+120New
Financial Network Wealth Advisors LLC116$3.51K0.00%+116New
Hallmark Capital Management Inc130$3.75K0.00%+130New
Gleason Group, Inc.130$3.75K0.00%+130New
Smithfield Trust Co140$4.00K0.00%00.0%Unchanged
VisionPoint Advisory Group, LLC149$4.29K0.00%+15+11.2%Added
Redwood Wealth Management Group, LLC150$4.32K0.00%+150New
SRS Capital Advisors, Inc.165$4.75K0.00%+165New
Valley National Advisers Inc205$5.00K0.00%−10−4.7%Reduced
Sachetta, LLC176$5.53K0.00%+56+46.7%Added
Bell Investment Advisors, Inc199$5.73K0.00%+18+9.9%Added
CoreCap Advisors, LLC208$5.99K0.00%00.0%Unchanged
TSFG, LLC200$6.00K0.00%00.0%Unchanged
Zions Bancorporation, N.A.215$6.19K0.00%−57−21.0%Reduced
EdgeRock Capital LLC216$6.22K0.00%+216New
Creative Financial Designs Inc226$6.51K0.00%00.0%Unchanged
Fortitude Family Office, LLC241$6.94K0.00%00.0%Unchanged
Hexagon Capital Partners LLC242$6.97K0.00%+39+19.2%Added
Nelson, Van Denburg & Campbell Wealth Management Group, LLC245$7.06K0.00%−366−59.9%Reduced
North Star Investment Management Corp.250$7.20K0.00%00.0%Unchanged
Farmers & Merchants Investments Inc250$7.20K0.00%00.0%Unchanged
St Germain D J Co Inc253$7.29K0.00%−1,281−83.5%Reduced
Fortis Group Advisors, LLC257$7.39K0.00%00.0%Unchanged
Coston, McIsaac & Partners282$8.00K0.00%00.0%Unchanged
Pingora Partners LLC280$8.07K0.01%00.0%Unchanged
TruNorth Capital Management, LLC293$8.44K0.00%+293New
Bartlett & Co. Wealth Management LLC294$8.47K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC296$8.53K0.00%−3−1.0%Reduced
Pinnacle Bancorp, Inc.301$8.67K0.00%00.0%Unchanged
Benjamin F. Edwards & Company, Inc.302$9.00K0.00%−5,211−94.5%Reduced
Smartleaf Asset Management LLC322$9.34K0.00%+159+97.5%Added
Webster Bank, N. A.330$9.51K0.00%00.0%Unchanged
Householder Group Estate & Retirement Specialist, LLC355$10.0K0.00%00.0%Unchanged
Beacon Capital Management, LLC359$10.3K0.00%00.0%Unchanged
National Pension Service362$10.4K0.00%00.0%Unchanged
Sandy Spring Bank371$10.7K0.00%00.0%Unchanged
Key Financial Inc378$10.9K0.00%00.0%Unchanged
EverSource Wealth Advisors, LLC349$10.9K0.00%+36+11.5%Added
Financial Avengers, Inc.399$11.5K0.01%+3+0.8%Added
West Branch Capital LLC400$11.5K0.00%00.0%Unchanged
Johnson Financial Group, Inc.424$12.2K0.00%00.0%Unchanged
Bruce G. Allen Investments, LLC434$12.5K0.01%+4+0.9%Added
Park Place Capital Corp441$12.7K0.00%00.0%Unchanged
First Personal Financial Services445$12.8K0.00%00.0%Unchanged
GHP Investment Advisors, Inc.450$13.0K0.00%+450New
Salem Investment Counselors Inc500$14.4K0.00%00.0%Unchanged
Riverview Trust Co500$14.4K0.01%00.0%Unchanged
Bank of New Hampshire500$14.4K0.00%00.0%Unchanged
Foster Dykema Cabot & Partners, LLC500$14.4K0.00%00.0%Unchanged
Perkins Coie Trust Co521$15.0K0.00%00.0%Unchanged
LRI Investments, LLC534$15.4K0.00%00.0%Unchanged
Parkside Financial Bank & Trust546$15.7K0.00%00.0%Unchanged
FinTrust Capital Advisors, LLC555$16.0K0.00%−166−23.0%Reduced
Caldwell Trust Co594$17.1K0.00%−114−16.1%Reduced
SYSTM Wealth Solutions LLC623$17.9K0.00%−1,157−65.0%Reduced
Hantz Financial Services, Inc.620$18.0K0.00%00.0%Unchanged
Barrett & Company, Inc.650$18.7K0.01%00.0%Unchanged