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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, Q4 2024

Institutional positions in Nisource Inc. as of Dec 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
736
+59 vs. Q3 2024
Shares held
448.8M
+5.04M (+1.1%) vs. Q3 2024
Total value
$16.5B
+$1.12B (+7.3%) vs. Q3 2024
New holders
118
273 more added
Sold out
59
231 more reduced

10 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2024: 736 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 heldQ4 2024: $16.5B
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, Q4 2024

Shares, value and share of portfolio for each institution holding Nisource Inc.; share changes are against Q3 2024.

Institutions holding NI in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Caitlin John, LLC0$40.00%0Unchanged
Eagle Bay Advisors LLC1$290.00%00.0%Unchanged
Cape Investment Advisory, Inc.3$1100.00%+3New
High Note Wealth, LLC4$1470.00%+4New
Chesapeake Asset Management LLC5$1830.00%00.0%Unchanged
Private Wealth Management Group, LLC5$1840.00%+5New
Sugar Maple Asset Management, LLC5$1840.00%+5New
Valued Wealth Advisors LLC9$3310.00%00.0%Unchanged
Parkworth Wealth Management, Inc.9$3310.00%+9New
Global Financial Private Client, LLC11$4040.00%+11New
Kohmann Bosshard Financial Services, LLC12$4410.00%+12New
Principia Wealth Advisory, LLC14$5150.00%+14New
Capital A Wealth Management, LLC18$6620.00%+18New
TFC Financial Management19$7050.00%00.0%Unchanged
WealthTrak Capital Management LLC20$7360.00%+20New
Cornerstone Planning Group LLC21$7640.00%00.0%Unchanged
Ruedi Wealth Management, Inc.21$7720.00%00.0%Unchanged
MPWM Advisory Solutions, LLC23$8450.00%+23New
CVA Family Office, LLC24$8820.00%+24New
UMA Financial Services, Inc.24$8830.00%+24New
Cassady Schiller Wealth Management, LLC25$9190.00%+25New
True Wealth Design, LLC26$9560.00%+3+13.0%Added
Millstone Evans Group, LLC27$9930.00%+27New
Avion Wealth32$1.00K0.00%+14+77.8%Added
FLP Wealth Management, LLC32$1.19K0.00%+32New
Raffa Wealth Management, LLC35$1.29K0.00%00.0%Unchanged
Financial Management Professionals, Inc.36$1.32K0.00%+8+28.6%Added
Prestige Wealth Management Group LLC37$1.36K0.00%00.0%Unchanged
SJS Investment Consulting Inc.40$1.47K0.00%−7−14.9%Reduced
NewSquare Capital LLC47$1.73K0.00%+47New
SOA Wealth Advisors, LLC.48$1.76K0.00%+1+2.1%Added
BOK Financial Private Wealth, Inc.53$1.95K0.00%+53New
GW&K Investment Management, LLC54$2.00K0.00%00.0%Unchanged
Glass Jacobson Investment Advisors llc56$2.06K0.00%+56New
Annis Gardner Whiting Capital Advisors, LLC56$2.06K0.00%+56New
DiNuzzo Private Wealth, Inc.57$2.10K0.00%+3+5.6%Added
WPG Advisers, LLC70$2.57K0.00%+70New
Mowery & Schoenfeld Wealth Management, LLC73$2.68K0.01%+73New
TCTC Holdings, LLC74$2.72K0.00%00.0%Unchanged
Hollencrest Capital Management75$2.76K0.00%00.0%Unchanged
Sandy Spring Bank78$2.87K0.00%00.0%Unchanged
Sierra Ocean, LLC80$2.94K0.00%+80New
Capital Advisors, Ltd. LLC82$3.00K0.00%00.0%Unchanged
Ameriflex Group, Inc.82$3.06K0.00%+82New
Riggs Asset Managment Co. Inc.86$3.16K0.00%00.0%Unchanged
Quest 10 Wealth Builders, Inc.91$3.35K0.00%+91New
Golden State Wealth Management, LLC92$3.38K0.00%+92New
TD Capital Management LLC100$3.67K0.00%+100New
Dunhill Financial, LLC104$3.83K0.00%+21+25.3%Added
MB, Levis & Associates, LLC114$4.19K0.00%+1+0.9%Added
Bartlett & Co. Wealth Management LLC114$4.19K0.00%−180−61.2%Reduced
MV Capital Management, Inc.114$4.19K0.00%00.0%Unchanged
Glen Eagle Advisors, LLC118$4.32K0.00%00.0%Unchanged
Carolinas Wealth Consulting LLC119$4.38K0.00%+37+45.1%Added
Grove Bank & Trust121$4.45K0.00%+59+95.2%Added
First Horizon Advisors, Inc.124$4.59K0.00%00.0%Unchanged
NBC Securities, Inc.125$4.63K0.42%−127,748−99.9%Reduced
Smithfield Trust Co140$5.00K0.00%00.0%Unchanged
Whipplewood Advisors, LLC165$6.07K0.00%+165New
SBI Securities Co., Ltd.168$6.18K0.00%+168New
Ancora Advisors, LLC177$6.51K0.00%+176+17,600.0%Added
FSA Wealth Management LLC181$6.65K0.00%00.0%Unchanged
Bell Investment Advisors, Inc181$6.65K0.00%00.0%Unchanged
Bellevue Asset Management, LLC183$6.73K0.00%+183New
Zions Bancorporation, N.A.187$6.87K0.00%00.0%Unchanged
Sachetta, LLC189$6.95K0.00%+13+7.4%Added
TSFG, LLC200$7.00K0.00%00.0%Unchanged
Darwin Advisors, LLC192$7.08K0.00%−183−48.8%Reduced
DT Investment Partners, LLC198$7.28K0.00%00.0%Unchanged
Pinnacle Bancorp, Inc.204$7.50K0.00%−97−32.2%Reduced
Park Square Financial Group, LLC205$7.54K0.01%+205New
Raleigh Capital Management Inc.206$7.56K0.00%+172+505.9%Added
ORG Partners LLC226$8.31K0.00%+226New
Fortitude Family Office, LLC241$8.86K0.00%00.0%Unchanged
JNBA Financial Advisors244$8.97K0.00%00.0%Unchanged
Farmers & Merchants Investments Inc250$9.19K0.00%00.0%Unchanged
North Star Investment Management Corp.250$9.19K0.00%00.0%Unchanged
Fortis Group Advisors, LLC257$9.43K0.00%00.0%Unchanged
Coston, McIsaac & Partners282$10.0K0.00%00.0%Unchanged
Creative Financial Designs Inc275$10.1K0.00%00.0%Unchanged
Pingora Partners LLC280$10.3K0.01%00.0%Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC285$10.5K0.00%+23+8.8%Added
S&T Bank295$10.8K0.00%+295New
GF Fund Management Co. Ltd.296$10.9K0.00%+296New
Webster Bank, N. A.330$12.1K0.00%00.0%Unchanged
Crewe Advisors LLC335$12.3K0.00%−787−70.1%Reduced
Beacon Capital Management, LLC359$13.2K0.00%−236−39.7%Reduced
Global X Japan Co., Ltd.372$13.7K0.00%−259−41.0%Reduced
Key Financial Inc378$13.9K0.00%00.0%Unchanged
TruNorth Capital Management, LLC383$14.1K0.00%00.0%Unchanged
Bryn Mawr Trust Co385$14.2K0.00%+38+11.0%Added
Wolff Wiese Magana LLC395$14.5K0.01%00.0%Unchanged
Main Street Group, LTD400$14.7K0.01%00.0%Unchanged
Financial Avengers, Inc.405$14.9K0.01%+2+0.5%Added
Kentucky Trust Co425$15.6K0.01%+425New
Johnson Financial Group, Inc.424$15.8K0.00%00.0%Unchanged
CoreCap Advisors, LLC433$15.9K0.00%−226−34.3%Reduced
Bruce G. Allen Investments, LLC434$16.0K0.01%00.0%Unchanged
Park Place Capital Corp441$16.2K0.00%00.0%Unchanged
GHP Investment Advisors, Inc.450$16.5K0.00%00.0%Unchanged