NisourceNI

13F holders, Q1 2024 (March 31)
633holders
6famous investors
$27.66avg. 13F price*

At the end of Q1 2024, 633 institutions reported holding Nisource Inc. (NI) in their 13F filings. The largest holders were Vanguard Group Inc. ($1.5B), BlackRock Inc. ($1.1B) and State Street Corp. ($556.3M). 6 famous investors held it, including Steve Cohen (0.3% of Point72 Asset Management's portfolio), Israel Englander (0.2% of Millennium Management's portfolio) and Ken Griffin (0.1% of Citadel Advisors's portfolio).

Company
Nisource Inc.
Sector
Utilities
CUSIP
65473P105
Latest filing quarter
Q2 2026

History

Number of 13F holders

02004006008001,000 Q1 2024: 633Q1 2024Q2 2024: 637Q2 2024Q3 2024: 686Q3 2024Q4 2024: 735Q4 2024Q1 2025: 796Q1 2025Q2 2025: 774Q2 2025Q3 2025: 785Q3 2025Q4 2025: 837Q4 2025Q1 2026: 886Q1 2026Q2 2026: 916Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions77$534.3M
Exits48$149.7M

Ownership 633 holders

Vanguard Group Inc. 0.03% Add +1.8% 54,946,594 $1.5B
BlackRock Inc. 0.03% Add +4.3% 41,073,382 $1.1B
State Street Corp. 0.02% Reduce -8.3% 20,112,983 $556.3M
Deutsche Bank AG 0.24% Reduce -3.8% 18,891,942 $522.6M
FMR LLC 0.02% Reduce -5.1% 12,316,090 $340.7M
T. Rowe Price Investment Management, Inc. 0.20% New 11,684,654 $323.2M
Cohen & Steers, Inc. 0.58% Add +37.1% 9,969,649 $275.8M
Geode Capital Management, LLC 0.02% Add +3.2% 9,639,028 $265.9M
Jennison Associates LLC 0.17% Reduce -13.2% 8,953,256 $247.6M
Zimmer Partners, LP 5.36% Add +146.3% 8,907,743 $246.4M
Morgan Stanley 0.02% Add +4.3% 7,608,026 $210.4M
Pictet Asset Management Holding SA 0.22% Reduce -10.9% 7,300,933 $201.9M
ExodusPoint Capital Management, LP 2.32% Reduce -18.5% 6,785,329 $187.7M
Franklin Resources Inc. 0.06% Reduce -21.8% 6,669,620 $184.5M
Invesco Ltd. 0.04% Add +15.0% 6,335,968 $175.3M
Millennium Management 0.15% Reduce -18.3% 6,329,455 $175.1M
Newport Trust Company, LLC 0.47% Reduce -0.9% 6,313,990 $174.6M
Royal Bank of Canada 0.04% Add +15.9% 5,393,876 $149.2M
Thrivent Financial for Lutherans 0.27% Reduce -20.7% 4,840,850 $133.9M
Legal & General Group Plc 0.04% Add +2.2% 4,476,512 $123.8M
Thompson Siegel & Walmsley LLC 1.88% Add +1.8% 4,416,243 $122.2M
Bank of New York Mellon Corp 0.02% Reduce -3.5% 4,368,189 $120.8M
Duff & Phelps Investment Management Co. 1.36% Add +0.0% 4,095,886 $113.3M
Point72 Asset Management 0.32% Add +102.7% 3,937,400 $108.9M
T. Rowe Price Associates Inc. 0.01% Reduce -5.5% 3,754,122 $103.8M
Northern Trust Corp. 0.02% Reduce -3.8% 3,746,273 $103.6M
Wellington Management Group LLP 0.02% Add +23.0% 3,739,222 $103.4M
Charles Schwab Investment Management Inc. 0.02% Add +2.4% 3,579,163 $99.0M
Assenagon Asset Management S.A. 0.25% Add +330.9% 3,463,203 $95.8M
Maple-Brown Abbott Ltd 9.74% Add +23.5% 3,442,513 $95.2M
Reaves W H & Co. Inc. 3.46% Reduce -19.2% 3,420,349 $94.6M
Norges Bank 0.01% Add +20.2% 3,173,933 $87.8M
Bank of America Corp. 0.01% Add +34.1% 2,873,063 $79.5M
Goldman Sachs Group Inc. 0.02% Reduce -4.3% 2,820,193 $78.0M
California Public Employees Retirement System 0.05% Reduce -0.9% 2,560,210 $70.8M
First Trust Advisors LP 0.07% Add +667.4% 2,462,974 $68.1M
Brookfield Corp 0.40% Reduce -9.6% 2,438,760 $67.5M
Epoch Investment Partners, Inc. 0.29% Reduce -14.5% 2,348,589 $65.0M
Verition Fund Management LLC 0.66% Add +469.3% 2,196,572 $60.8M
Dimensional Fund Advisors LP 0.02% Reduce -0.7% 2,166,762 $59.9M
Ameriprise Financial Inc. 0.02% Add +131.5% 2,146,923 $59.3M
Citadel Advisors 0.06% Reduce -56.3% 2,105,978 $58.3M
Adage Capital Partners Gp, L.L.C. 0.11% Add +13.9% 2,080,462 $57.5M
Covalis Capital LLP 6.87% New 2,004,920 $55.5M
Bank of Montreal 0.02% Reduce -33.7% 1,988,854 $55.1M
Principal Financial Group Inc. 0.03% Reduce -2.7% 1,978,203 $54.7M
Soroban Capital Partners LP 0.80% Add +70.6% 1,904,081 $52.7M
Balyasny Asset Management L.P. 0.13% Reduce -68.2% 1,781,756 $49.3M
Nuveen Asset Management, LLC 0.01% Add +6.3% 1,693,207 $48.6M
Amundi 0.02% Reduce -8.9% 1,764,927 $48.4M
TD Asset Management Inc 0.04% Reduce -0.5% 1,721,729 $47.6M
Employees Retirement System of Texas 0.51% Add +28.6% 1,671,000 $46.2M
HITE Hedge Asset Management LLC 4.57% Reduce -57.9% 1,647,229 $45.6M
JPMorgan Chase & Co. 0.00% Add +43.6% 1,610,966 $44.6M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.02% Add +0.9% 1,589,193 $44.0M
Victory Capital Management Inc. 0.04% Add +20.9% 1,548,704 $42.8M
Manufacturers Life Insurance Company, The 0.04% Reduce -1.4% 1,512,824 $41.8M
HSBC Holdings PLC 0.03% Reduce -9.9% 1,500,771 $41.5M
Hudson Bay Capital Management LP 0.40% Add +1.1% 1,429,339 $39.5M
Swiss National Bank 0.03% Add +3.7% 1,339,600 $37.1M
Barclays PLC 0.02% Reduce -27.7% 1,315,301 $36.4M
Prudential Financial Inc. 0.05% Reduce -55.5% 1,262,046 $34.9M
STRS Ohio 0.14% Reduce -0.9% 1,259,500 $34.8M
Vaughan David Investments LLC 0.86% New 1,244,350 $34.4M
CBRE Investment Management Listed Real Assets LLC 0.61% Add +16.3% 1,185,326 $32.8M
Macquarie Group Ltd. 0.04% Add +1.1% 1,179,987 $32.6M
Yaupon Capital Management LP 2.67% Add +40.2% 1,117,421 $30.9M
Voya Investment Management LLC 0.03% Add +2.5% 1,106,347 $30.6M
Sumitomo Mitsui Trust Group, Inc. 0.02% Add +6.2% 1,058,738 $29.3M
Bahl & Gaynor LLC 0.16% Add +26.2% 1,041,076 $28.8M
First Financial Bankshares Inc 0.64% Add +206.1% 1,021,494 $28.3M
Cramer Rosenthal McGlynn LLC 1.46% Add +0.2% 972,860 $26.9M
Schonfeld Strategic Advisors LLC 0.21% New 951,235 $26.3M
UBS Group AG 0.01% Add +19.2% 902,283 $25.0M
TCW Group Inc. 0.24% Add +10.2% 873,110 $24.2M
Rhumbline Advisers 0.02% Reduce -4.5% 845,632 $23.4M
Ensign Peak Advisors, Inc 0.04% Reduce -1.6% 833,557 $23.1M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.16% Add +6.6% 828,679 $22.9M
Public Sector Pension Investment Board 0.16% Reduce -1.4% 818,160 $22.6M
Sei Investments Co. 0.03% Add +26.0% 796,693 $22.0M
Truist Financial Corp. 0.03% Reduce -2.9% 791,078 $21.9M
Teilinger Capital Ltd. 9.32% Add +4.6% 785,400 $21.7M
Crestline Management, L.P. 1.95% Add +15.9% 744,270 $20.6M
AQR Capital Management 0.03% Add +99.2% 740,156 $20.4M
Envestnet Asset Management Inc. 0.01% Add +16.7% 718,189 $19.9M
Glenmede Trust Co. NA 0.10% Add +0.6% 710,715 $19.7M
Exchange Traded Concepts, LLC 0.50% Reduce -14.7% 693,676 $19.2M
Tortoise Index Solutions, LLC 3.85% Reduce -15.2% 691,842 $19.1M
Russell Investments Group, Ltd. 0.03% Add +47.8% 647,984 $17.9M
Wells Fargo & Company 0.00% Add +18.4% 639,748 $17.7M
Alliancebernstein L.P. 0.01% Reduce -6.0% 620,245 $17.2M
California State Teachers Retirement System 0.02% Add +3.5% 598,359 $16.6M
Korea Investment CORP 0.04% Add +27.3% 592,895 $16.4M
Natixis Advisors, LLC 0.04% Reduce -2.3% 576,456 $15.9M
AE Wealth Management LLC 0.18% Reduce -7.6% 575,958 $15.9M
Neuberger Berman Group LLC 0.01% Reduce -1.9% 550,634 $15.2M
D. E. Shaw & Co. 0.02% Add +10.8% 530,810 $14.7M
Leeward Investments, LLC - MA 0.64% Add +4.0% 519,973 $14.4M
Mitsubishi UFJ Asset Management Co., Ltd. 0.02% Add +12.6% 515,724 $14.3M
National Bank of Canada 0.02% Add +69.3% 490,940 $14.1M

"% of holder's portfolio" is NI's weight in each manager's 13F, not the share of Nisource Inc. the manager owns.

Show all 633 holders