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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 2026

Institutional positions in Nisource Inc. as of Jun 30, 2026. 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
916
+36 vs. Q1 2026
Shares held
461.7M
+7.53M (+1.7%) vs. Q1 2026
Total value
$22.0B
+$771.3M (+3.6%) vs. Q1 2026
New holders
105
398 more added
Sold out
69
249 more reduced

6 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2026: 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 2026: 916 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 2026: $22.0B
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 2026

Shares, value and share of portfolio for each institution holding Nisource Inc.; share changes are against Q1 2026.

Institutions holding NI in Q2 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Ogorek Anthony Joseph18$00.00%00.0%Unchanged
Navigoe, LLC11$00.00%+11New
Meeder Asset Management Inc1$480.00%00.0%Unchanged
Asset Dedication, LLC1$480.00%00.0%Unchanged
Highline Wealth Partners LLC1$480.00%00.0%Unchanged
NorthAvenue LLC1$480.00%00.0%Unchanged
Medallion Wealth Advisors, LLC2$950.00%+2New
Maryland Capital Advisors Inc.2$960.00%+2New
Cape Investment Advisory, Inc.3$1430.00%+3New
Redwood Park Advisors LLC5$2380.00%00.0%Unchanged
IMA Wealth, Inc.5$2380.00%00.0%Unchanged
Highland Investment Advisors LLC5$2380.00%+5New
DecisionPoint Financial, LLC6$2820.00%+6New
Private Wealth Management Group, LLC6$2860.00%00.0%Unchanged
Plante Moran Financial Advisors, LLC7$3330.00%−316−97.8%Reduced
Clark Wealth Partners7$3330.00%00.0%Unchanged
Nvest Wealth Strategies, Inc.8$3810.00%+8New
Colonial Trust Co9$4250.00%00.0%Unchanged
Valued Wealth Advisors LLC9$4280.00%00.0%Unchanged
Bare Financial Services, Inc9$4280.00%00.0%Unchanged
Tidemark, LLC11$5230.00%00.0%Unchanged
Valley National Advisers Inc11$5240.00%+11New
Bryn Mawr Trust Co12$5710.00%+12New
Key Capital Management, INC18$8560.00%00.0%Unchanged
1015 Capital Partners, LLC19$9030.00%00.0%Unchanged
Torren Management, LLC19$9050.00%00.0%Unchanged
Activest Wealth Management21$9990.00%+21New
Penserra Capital Management LLC39$1.00K0.00%+9+30.0%Added
TFC Financial Management21$1.01K0.00%00.0%Unchanged
Networth Advisors, LLC22$1.05K0.00%−4−15.4%Reduced
WestEnd Advisors, LLC22$1.05K0.00%+2+10.0%Added
Quaker Wealth Management, LLC22$1.05K0.00%+2+10.0%Added
Davis Capital Management23$1.09K0.00%+22+2,200.0%Added
Millstone Evans Group, LLC27$1.28K0.00%00.0%Unchanged
American Capital Advisory, LLC28$1.33K0.00%+12+75.0%Added
Silver Grove Financial Group, Inc.28$1.35K0.00%+28New
HFM Investment Advisors, LLC29$1.38K0.00%+14+93.3%Added
FWL Investment Management, LLC29$1.38K0.00%+29New
Tounjian Advisory Partners, LLC34$1.63K0.00%+34New
Arlington Trust Co LLC35$1.66K0.00%00.0%Unchanged
Albion Financial Group35$1.67K0.00%00.0%Unchanged
South State Corp.38$1.81K0.00%−5−11.6%Reduced
Sunrise Financial Services, LLC39$1.85K0.00%00.0%Unchanged
iA Global Asset Management Inc.35$2.00K0.00%+19+118.8%Added
High Note Wealth, LLC43$2.04K0.00%+39+975.0%Added
Quest 10 Wealth Builders, Inc.45$2.14K0.00%−5−10.0%Reduced
Signature Resources Capital Management, LLC46$2.19K0.00%00.0%Unchanged
Montgomery Financial Services LLC46$2.19K0.00%+46New
Dunhill Financial, LLC48$2.31K0.00%−2−4.0%Reduced
Allied Private Wealth LLC50$2.35K0.00%+50New
SOA Wealth Advisors, LLC.50$2.36K0.00%+1+2.0%Added
Darwin Advisors, LLC50$2.41K0.00%00.0%Unchanged
Investors Portfolio Services LLC51$2.42K0.00%00.0%Unchanged
Hilton Head Capital Partners, LLC51$2.43K0.00%00.0%Unchanged
Addison Advisors LLC52$2.47K0.00%+4+8.3%Added
Creative Capital Management Investments LLC52$2.47K0.00%+52New
BOK Financial Private Wealth, Inc.55$2.62K0.00%+55New
Hughes Financial Services, LLC57$2.71K0.00%+24+72.7%Added
Principia Wealth Advisory, LLC59$2.81K0.00%+6+11.3%Added
Marquette Asset Management, LLC59$2.81K0.00%−19−24.4%Reduced
Planning Strategies Inc.61$2.90K0.00%+61New
First Horizon Corp62$2.95K0.00%00.0%Unchanged
GW&K Investment Management, LLC54$3.00K0.00%00.0%Unchanged
Avion Wealth74$3.00K0.00%+44+146.7%Added
Mowery & Schoenfeld Wealth Management, LLC64$3.06K0.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.68$3.23K0.00%00.0%Unchanged
Raffa Wealth Management, LLC70$3.33K0.00%+30+75.0%Added
Bay Harbor Wealth Management, LLC73$3.47K0.00%+13+21.7%Added
Hollencrest Capital Management75$3.57K0.00%00.0%Unchanged
Bogart Wealth, LLC77$3.66K0.00%+64+492.3%Added
Atlantic Union Bankshares Corp78$3.71K0.00%−7−8.2%Reduced
Evolution Wealth Management Inc.78$3.71K0.00%00.0%Unchanged
Greykasell Wealth Strategies, Inc.79$3.76K0.00%00.0%Unchanged
Capital Advisors, Ltd. LLC82$4.00K0.00%00.0%Unchanged
Reyes Financial Architecture, Inc.90$4.28K0.00%00.0%Unchanged
Golden State Wealth Management, LLC92$4.38K0.00%00.0%Unchanged
Ameriflex Group, Inc.92$4.38K0.00%+92New
Buck Wealth Strategies, LLC93$4.42K0.00%+93New
Fulcrum Asset Management LLP92$4.43K0.00%−20,764−99.6%Reduced
Rialto Wealth Management, LLC96$4.57K0.00%+22+29.7%Added
SBI Securities Co., Ltd.100$4.75K0.00%−30−23.1%Reduced
Mark Sheptoff Financial Planning, LLC100$4.75K0.00%00.0%Unchanged
Triumph Capital Management100$4.75K0.00%00.0%Unchanged
Kilter Group LLC100$4.75K0.00%+95+1,900.0%Added
JDM Financial Group LLC101$4.80K0.00%00.0%Unchanged
MV Capital Management, Inc.102$4.85K0.00%00.0%Unchanged
TD Capital Management LLC104$4.93K0.00%+1+1.0%Added
WPG Advisers, LLC108$5.13K0.00%00.0%Unchanged
Clear Street Markets LLC111$5.28K0.00%+32+40.5%Added
Dogwood Wealth Management LLC112$5.33K0.00%+39+53.4%Added
UMA Financial Services, Inc.113$5.37K0.00%−26−18.7%Reduced
Glen Eagle Advisors, LLC118$5.59K0.00%00.0%Unchanged
MB, Levis & Associates, LLC119$5.63K0.00%+1+0.8%Added
Walleye Trading LLC124$5.90K0.00%−5,580−97.8%Reduced
ZRC Wealth Management, LLC127$6.04K0.00%00.0%Unchanged
Fairman Group, LLC128$6.09K0.00%00.0%Unchanged
Creative Financial Designs Inc130$6.18K0.00%−150−53.6%Reduced
Virtus ETF Advisers LLC135$6.42K0.00%−10,742−98.8%Reduced
Financial Management Professionals, Inc.146$6.94K0.00%+27+22.7%Added
Smithfield Trust Co140$7.00K0.00%00.0%Unchanged