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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, Q3 2024

Institutional positions in Nisource Inc. as of Sep 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
687
+54 vs. Q2 2024
Shares held
444.3M
+49.6M (+12.6%) vs. Q2 2024
Total value
$15.4B
+$4.02B (+35.3%) vs. Q2 2024
New holders
105
237 more added
Sold out
51
233 more reduced

5 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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 holdersQ3 2024: 687 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 heldQ3 2024: $15.4B
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, Q3 2024

Shares, value and share of portfolio for each institution holding Nisource Inc.; share changes are against Q2 2024.

Institutions holding NI in Q3 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Avion Wealth18$00.00%+18New
Caitlin John, LLC0$40.00%0Unchanged
Eagle Bay Advisors LLC1$270.00%00.0%Unchanged
Ancora Advisors, LLC1$350.00%00.0%Unchanged
Mendota Financial Group, LLC4$1390.00%−2,896−99.9%Reduced
Chesapeake Asset Management LLC5$1730.00%+5New
WestEnd Advisors, LLC6$2080.00%−1−14.3%Reduced
Valued Wealth Advisors LLC9$3120.00%00.0%Unchanged
Claris Advisors, LLC12$4160.00%+12New
ClariVest Asset Management LLC16$4640.00%00.0%Unchanged
TFC Financial Management19$6650.00%00.0%Unchanged
Flaharty Asset Management, LLC20$6930.00%+20New
Cornerstone Planning Group LLC21$7230.00%−80−79.2%Reduced
Ruedi Wealth Management, Inc.21$7280.00%−6−22.2%Reduced
True Wealth Design, LLC23$7970.00%+3+15.0%Added
Quest Partners LLC24$8320.00%+24New
Financial Management Professionals, Inc.28$1.00K0.00%00.0%Unchanged
AdvisorNet Financial, Inc34$1.18K0.00%+5+17.2%Added
Raleigh Capital Management Inc.34$1.18K0.00%+24+240.0%Added
Raffa Wealth Management, LLC35$1.21K0.00%00.0%Unchanged
Coppell Advisory Solutions LLC36$1.24K0.00%+36New
Prestige Wealth Management Group LLC37$1.28K0.00%00.0%Unchanged
SJS Investment Consulting Inc.47$1.63K0.00%00.0%Unchanged
SOA Wealth Advisors, LLC.47$1.64K0.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.54$1.87K0.00%+1+1.9%Added
GW&K Investment Management, LLC54$2.00K0.00%+37+217.6%Added
Grove Bank & Trust62$2.15K0.00%+62New
TCTC Holdings, LLC74$2.56K0.00%00.0%Unchanged
Hollencrest Capital Management75$2.60K0.00%00.0%Unchanged
Sandy Spring Bank78$2.70K0.00%−293−79.0%Reduced
Carolinas Wealth Consulting LLC82$2.84K0.00%+10+13.9%Added
Dunhill Financial, LLC83$2.89K0.00%+43+107.5%Added
Riggs Asset Managment Co. Inc.86$2.98K0.00%00.0%Unchanged
Capital Advisors, Ltd. LLC82$3.00K0.00%00.0%Unchanged
Sunbelt Securities, Inc.110$3.81K0.00%+110New
MB, Levis & Associates, LLC113$3.92K0.00%+1+0.9%Added
MV Capital Management, Inc.114$3.95K0.00%+4+3.6%Added
Glen Eagle Advisors, LLC118$4.08K0.00%00.0%Unchanged
First Horizon Advisors, Inc.124$4.32K0.00%+42+51.2%Added
Smithfield Trust Co140$5.00K0.00%00.0%Unchanged
Eastern Bank161$5.58K0.00%+161New
SRS Capital Advisors, Inc.165$5.72K0.00%00.0%Unchanged
Peterson Financial Group, Inc.172$5.95K0.02%+172New
Sachetta, LLC176$6.10K0.00%00.0%Unchanged
Bell Investment Advisors, Inc181$6.27K0.00%−18−9.0%Reduced
FSA Wealth Management LLC181$6.27K0.00%+181New
Zions Bancorporation, N.A.187$6.48K0.00%−28−13.0%Reduced
DT Investment Partners, LLC198$6.86K0.00%+198New
TSFG, LLC200$7.00K0.00%00.0%Unchanged
Ashton Thomas Securities, LLC228$7.90K0.00%+228New
Point72 Hong Kong Ltd232$8.05K0.00%+232New
Fortitude Family Office, LLC241$8.35K0.00%00.0%Unchanged
VitalStone Financial, LLC241$8.35K0.01%+241New
JNBA Financial Advisors244$8.46K0.00%+244New
North Star Investment Management Corp.250$8.66K0.00%00.0%Unchanged
Farmers & Merchants Investments Inc250$8.66K0.00%00.0%Unchanged
Fortis Group Advisors, LLC257$8.89K0.00%00.0%Unchanged
Coston, McIsaac & Partners282$9.00K0.00%00.0%Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC262$9.08K0.00%+17+6.9%Added
Uncommon Cents Investing LLC267$9.25K0.00%+267New
Creative Financial Designs Inc275$9.53K0.00%+49+21.7%Added
Pingora Partners LLC280$9.70K0.01%00.0%Unchanged
Oarsman Capital, Inc.292$10.1K0.00%+292New
Bartlett & Co. Wealth Management LLC294$10.2K0.00%00.0%Unchanged
Hexagon Capital Partners LLC297$10.3K0.00%+55+22.7%Added
Pinnacle Bancorp, Inc.301$10.4K0.00%00.0%Unchanged
Private Trust Co NA320$11.1K0.00%−484−60.2%Reduced
Webster Bank, N. A.330$11.4K0.00%00.0%Unchanged
Skopos Labs, Inc.344$11.9K0.00%+344New
Householder Group Estate & Retirement Specialist, LLC355$12.0K0.00%00.0%Unchanged
Bryn Mawr Trust Co347$12.0K0.00%+347New
Darwin Advisors, LLC375$13.0K0.00%+375New
Key Financial Inc378$13.1K0.00%00.0%Unchanged
TruNorth Capital Management, LLC383$13.3K0.00%+90+30.7%Added
Wolff Wiese Magana LLC395$13.7K0.01%+395New
Main Street Group, LTD400$13.9K0.01%−500−55.6%Reduced
West Branch Capital LLC400$13.9K0.00%00.0%Unchanged
Financial Avengers, Inc.403$13.9K0.01%+4+1.0%Added
Johnson Financial Group, Inc.424$14.7K0.00%00.0%Unchanged
Bruce G. Allen Investments, LLC434$15.0K0.01%00.0%Unchanged
Park Place Capital Corp441$15.3K0.00%00.0%Unchanged
First Personal Financial Services445$15.4K0.00%00.0%Unchanged
GHP Investment Advisors, Inc.450$15.6K0.00%00.0%Unchanged
New Age Alpha Advisors, LLC488$16.9K0.01%+488New
EverSource Wealth Advisors, LLC497$17.2K0.00%+148+42.4%Added
FinTrust Capital Advisors, LLC499$17.3K0.00%−56−10.1%Reduced
Salem Investment Counselors Inc500$17.3K0.00%00.0%Unchanged
Bank of New Hampshire500$17.3K0.00%00.0%Unchanged
Foster Dykema Cabot & Partners, LLC500$17.3K0.00%00.0%Unchanged
Larson Financial Group LLC510$17.7K0.00%+476+1,400.0%Added
Perkins Coie Trust Co521$18.0K0.00%00.0%Unchanged
Riverview Trust Co538$18.6K0.02%+38+7.6%Added
LRI Investments, LLC534$19.2K0.00%00.0%Unchanged
Sugarloaf Wealth Management, LLC590$20.4K0.00%+494+514.6%Added
Caldwell Trust Co594$20.6K0.00%00.0%Unchanged
Beacon Capital Management, LLC595$20.6K0.00%+236+65.7%Added
Thurston, Springer, Miller, Herd & Titak, Inc.601$20.8K0.01%+500+495.0%Added
Hantz Financial Services, Inc.620$21.0K0.00%00.0%Unchanged
Optiver Holding B.V.625$21.7K0.00%+625New
Global X Japan Co., Ltd.631$21.9K0.00%−312−33.1%Reduced