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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 916 | $22.0B |
| Q1 2026 | 886 | $21.2B |
| Q4 2025 | 837 | $19.3B |
| Q3 2025 | 785 | $19.3B |
| Q2 2025 | 774 | $18.3B |
| Q1 2025 | 797 | $17.7B |
| Q4 2024 | 736 | $16.5B |
| Q3 2024 | 687 | $15.4B |
| Q2 2024 | 638 | $12.6B |
| Q1 2024 | 633 | $11.8B |
| Q4 2023 | 610 | $10.9B |
| Q3 2023 | 585 | $9.69B |
| Q2 2023 | 566 | $10.7B |
| Q1 2023 | 592 | $10.8B |
| Q4 2022 | 576 | $10.5B |
| Q3 2022 | 545 | $9.55B |
| Q2 2022 | 539 | $11.4B |
| Q1 2022 | 532 | $12.1B |
| Q4 2021 | 519 | $10.4B |
| Q3 2021 | 494 | $9.10B |
| Q2 2021 | 512 | $9.03B |
| Q1 2021 | 489 | $8.79B |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding Nisource Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| N.E.W. Advisory Services LLC | 215 | $10.2K | 0.00% | +215 | New |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 213 | $10.1K | 0.01% | 00.0% | Unchanged |
| TSFG, LLC | 200 | $10.0K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 208 | $9.90K | 0.00% | +1+0.5% | Added |
| Kemnay Advisory Services Inc. | 202 | $9.61K | 0.00% | +10+5.2% | Added |
| CGC Financial Services, LLC | 200 | $9.51K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 198 | $9.41K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 192 | $9.13K | 0.00% | +11+6.1% | Added |
| Bellevue Asset Management, LLC | 190 | $9.05K | 0.00% | +1+0.5% | Added |
| Sachetta, LLC | 176 | $8.37K | 0.00% | 00.0% | Unchanged |
| MidFirst Bank | 172 | $8.18K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 169 | $8.04K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 164 | $7.80K | 0.00% | −12,863−98.7% | Reduced |
| LifeSteps Financial, Inc. | 163 | $7.75K | 0.00% | +163 | New |
| IMG Wealth Management, Inc. | 162 | $7.70K | 0.00% | +49+43.4% | Added |
| West Paces Advisors Inc. | 157 | $7.46K | 0.00% | +157 | New |
| Smithfield Trust Co | 140 | $7.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 146 | $6.94K | 0.00% | +27+22.7% | Added |
| Virtus ETF Advisers LLC | 135 | $6.42K | 0.00% | −10,742−98.8% | Reduced |
| Creative Financial Designs Inc | 130 | $6.18K | 0.00% | −150−53.6% | Reduced |
| Fairman Group, LLC | 128 | $6.09K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 127 | $6.04K | 0.00% | 00.0% | Unchanged |
| Walleye Trading LLC | 124 | $5.90K | 0.00% | −5,580−97.8% | Reduced |
| MB, Levis & Associates, LLC | 119 | $5.63K | 0.00% | +1+0.8% | Added |
| Glen Eagle Advisors, LLC | 118 | $5.59K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 113 | $5.37K | 0.00% | −26−18.7% | Reduced |
| Dogwood Wealth Management LLC | 112 | $5.33K | 0.00% | +39+53.4% | Added |
| Clear Street Markets LLC | 111 | $5.28K | 0.00% | +32+40.5% | Added |
| WPG Advisers, LLC | 108 | $5.13K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 104 | $4.93K | 0.00% | +1+1.0% | Added |
| MV Capital Management, Inc. | 102 | $4.85K | 0.00% | 00.0% | Unchanged |
| JDM Financial Group LLC | 101 | $4.80K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 100 | $4.75K | 0.00% | −30−23.1% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 100 | $4.75K | 0.00% | 00.0% | Unchanged |
| Triumph Capital Management | 100 | $4.75K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 100 | $4.75K | 0.00% | +95+1,900.0% | Added |
| Rialto Wealth Management, LLC | 96 | $4.57K | 0.00% | +22+29.7% | Added |
| Fulcrum Asset Management LLP | 92 | $4.43K | 0.00% | −20,764−99.6% | Reduced |
| Buck Wealth Strategies, LLC | 93 | $4.42K | 0.00% | +93 | New |
| Golden State Wealth Management, LLC | 92 | $4.38K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 92 | $4.38K | 0.00% | +92 | New |
| Reyes Financial Architecture, Inc. | 90 | $4.28K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 82 | $4.00K | 0.00% | 00.0% | Unchanged |
| Greykasell Wealth Strategies, Inc. | 79 | $3.76K | 0.00% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 78 | $3.71K | 0.00% | −7−8.2% | Reduced |
| Evolution Wealth Management Inc. | 78 | $3.71K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 77 | $3.66K | 0.00% | +64+492.3% | Added |
| Hollencrest Capital Management | 75 | $3.57K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 73 | $3.47K | 0.00% | +13+21.7% | Added |
| Raffa Wealth Management, LLC | 70 | $3.33K | 0.00% | +30+75.0% | Added |
| DiNuzzo Private Wealth, Inc. | 68 | $3.23K | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 64 | $3.06K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 54 | $3.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 74 | $3.00K | 0.00% | +44+146.7% | Added |
| First Horizon Corp | 62 | $2.95K | 0.00% | 00.0% | Unchanged |
| Planning Strategies Inc. | 61 | $2.90K | 0.00% | +61 | New |
| Marquette Asset Management, LLC | 59 | $2.81K | 0.00% | −19−24.4% | Reduced |
| Principia Wealth Advisory, LLC | 59 | $2.81K | 0.00% | +6+11.3% | Added |
| Hughes Financial Services, LLC | 57 | $2.71K | 0.00% | +24+72.7% | Added |
| BOK Financial Private Wealth, Inc. | 55 | $2.62K | 0.00% | +55 | New |
| Addison Advisors LLC | 52 | $2.47K | 0.00% | +4+8.3% | Added |
| Creative Capital Management Investments LLC | 52 | $2.47K | 0.00% | +52 | New |
| Hilton Head Capital Partners, LLC | 51 | $2.43K | 0.00% | 00.0% | Unchanged |
| Investors Portfolio Services LLC | 51 | $2.42K | 0.00% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 50 | $2.41K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 50 | $2.36K | 0.00% | +1+2.0% | Added |
| Allied Private Wealth LLC | 50 | $2.35K | 0.00% | +50 | New |
| Dunhill Financial, LLC | 48 | $2.31K | 0.00% | −2−4.0% | Reduced |
| Signature Resources Capital Management, LLC | 46 | $2.19K | 0.00% | 00.0% | Unchanged |
| Montgomery Financial Services LLC | 46 | $2.19K | 0.00% | +46 | New |
| Quest 10 Wealth Builders, Inc. | 45 | $2.14K | 0.00% | −5−10.0% | Reduced |
| High Note Wealth, LLC | 43 | $2.04K | 0.00% | +39+975.0% | Added |
| iA Global Asset Management Inc. | 35 | $2.00K | 0.00% | +19+118.8% | Added |
| Sunrise Financial Services, LLC | 39 | $1.85K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 38 | $1.81K | 0.00% | −5−11.6% | Reduced |
| Albion Financial Group | 35 | $1.67K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 35 | $1.66K | 0.00% | 00.0% | Unchanged |
| Tounjian Advisory Partners, LLC | 34 | $1.63K | 0.00% | +34 | New |
| HFM Investment Advisors, LLC | 29 | $1.38K | 0.00% | +14+93.3% | Added |
| FWL Investment Management, LLC | 29 | $1.38K | 0.00% | +29 | New |
| Silver Grove Financial Group, Inc. | 28 | $1.35K | 0.00% | +28 | New |
| American Capital Advisory, LLC | 28 | $1.33K | 0.00% | +12+75.0% | Added |
| Millstone Evans Group, LLC | 27 | $1.28K | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 23 | $1.09K | 0.00% | +22+2,200.0% | Added |
| Quaker Wealth Management, LLC | 22 | $1.05K | 0.00% | +2+10.0% | Added |
| Networth Advisors, LLC | 22 | $1.05K | 0.00% | −4−15.4% | Reduced |
| WestEnd Advisors, LLC | 22 | $1.05K | 0.00% | +2+10.0% | Added |
| TFC Financial Management | 21 | $1.01K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 39 | $1.00K | 0.00% | +9+30.0% | Added |
| Activest Wealth Management | 21 | $999 | 0.00% | +21 | New |
| Torren Management, LLC | 19 | $905 | 0.00% | 00.0% | Unchanged |
| 1015 Capital Partners, LLC | 19 | $903 | 0.00% | 00.0% | Unchanged |
| Key Capital Management, INC | 18 | $856 | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 12 | $571 | 0.00% | +12 | New |
| Valley National Advisers Inc | 11 | $524 | 0.00% | +11 | New |
| Tidemark, LLC | 11 | $523 | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 9 | $428 | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 9 | $428 | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 9 | $425 | 0.00% | 00.0% | Unchanged |
| Nvest Wealth Strategies, Inc. | 8 | $381 | 0.00% | +8 | New |