NisourceNI

13F holders, Q2 2024 (June 30)
637holders +4
57new positions
52sold out
5famous investors
$28.81avg. 13F price*

At the end of Q2 2024, 637 institutions reported holding Nisource Inc. (NI) in their 13F filings, up 4 from Q1 2024. 57 opened new positions and 52 sold out. The largest holders were Vanguard Group Inc. ($1.6B), BlackRock Inc. ($1.2B) and State Street Corp. ($617.8M). 5 famous investors held it, including Steve Cohen (0.2% of Point72 Asset Management's portfolio), Israel Englander (0.2% of Millennium Management's portfolio) and Cliff Asness (0.1% of AQR Capital Management'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 → Q2 2024

InstitutionsTotal Value
New Positions57$64.3M
Exits52$117.9M

All 13F filers, Q1 2024 → Q2 2024: 40,392,034 shares bought and 26,500,916 shares sold, net +13,891,118 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 637 holders

Vanguard Group Inc. 0.03% Add +1.3% 55,641,731 $1.6B
BlackRock Inc. 0.03% Add +4.4% 42,898,162 $1.2B
State Street Corp. 0.03% Add +6.6% 21,443,806 $617.8M
Deutsche Bank AG 0.23% Reduce -5.0% 17,952,564 $517.2M
T. Rowe Price Investment Management, Inc. 0.25% Add +17.7% 13,750,869 $396.2M
FMR LLC 0.02% Reduce -8.3% 11,296,607 $325.5M
Geode Capital Management, LLC 0.03% Add +9.7% 10,568,963 $303.7M
Jennison Associates LLC 0.19% Add +17.4% 10,506,870 $302.7M
Cohen & Steers, Inc. 0.59% Reduce -2.6% 9,712,003 $279.8M
Invesco Ltd. 0.05% Add +38.2% 8,754,879 $252.2M
Zimmer Partners, LP 4.37% Reduce -10.6% 7,963,573 $229.4M
JPMorgan Chase & Co. 0.02% Add +391.1% 7,910,930 $227.9M
Wellington Management Group LLP 0.03% Add +78.0% 6,657,860 $191.8M
Franklin Resources Inc. 0.06% Reduce -0.6% 6,630,361 $191.0M
Pictet Asset Management Holding SA 0.22% Reduce -9.8% 6,584,365 $189.7M
T. Rowe Price Associates Inc. 0.02% Add +70.6% 6,404,978 $184.5M
Millennium Management 0.16% Add +0.7% 6,374,053 $183.6M
Newport Trust Company, LLC 0.45% Reduce -1.4% 6,224,708 $179.3M
ExodusPoint Capital Management, LP 1.88% Reduce -12.1% 5,963,136 $171.8M
Morgan Stanley 0.01% Reduce -35.4% 4,914,659 $141.6M
Thrivent Financial for Lutherans 0.29% Add +1.4% 4,908,547 $141.4M
Goldman Sachs Group Inc. 0.03% Add +67.6% 4,727,233 $136.2M
Royal Bank of Canada 0.03% Reduce -15.1% 4,579,634 $131.9M
Legal & General Group Plc 0.03% Reduce -4.7% 4,266,839 $122.9M
Bank of New York Mellon Corp 0.02% Reduce -2.8% 4,244,566 $122.3M
Thompson Siegel & Walmsley LLC 1.95% Reduce -4.6% 4,214,474 $121.4M
Duff & Phelps Investment Management Co. 1.48% Reduce -1.6% 4,032,503 $116.2M
Northern Trust Corp. 0.02% Add +5.3% 3,942,799 $113.6M
Norges Bank 0.02% Add +23.5% 3,920,782 $113.0M
Charles Schwab Investment Management Inc. 0.02% Add +8.8% 3,895,188 $112.2M
Reaves W H & Co. Inc. 3.32% Reduce -0.5% 3,404,927 $98.1M
Bank of Montreal 0.03% Add +68.1% 3,342,831 $96.4M
Maple-Brown Abbott Ltd 10.05% Reduce -3.9% 3,309,223 $95.3M
Soroban Capital Partners LP 1.39% Add +72.2% 3,278,649 $94.5M
Assenagon Asset Management S.A. 0.23% Reduce -6.2% 3,249,480 $93.6M
Bank of America Corp. 0.01% Add +7.0% 3,073,714 $88.6M
Verition Fund Management LLC 0.60% Add +11.0% 2,437,268 $70.2M
Brookfield Corp 0.43% Reduce -3.0% 2,365,744 $68.2M
Dimensional Fund Advisors LP 0.02% Add +7.3% 2,323,998 $67.0M
Epoch Investment Partners, Inc. 0.30% Reduce -4.5% 2,242,845 $64.6M
California Public Employees Retirement System 0.05% Reduce -16.1% 2,149,130 $61.9M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.02% Add +31.6% 2,091,051 $60.2M
First Trust Advisors LP 0.06% Reduce -15.9% 2,071,823 $59.7M
Point72 Asset Management 0.19% Reduce -48.9% 2,012,590 $58.0M
Principal Financial Group Inc. 0.03% Add +0.5% 1,988,636 $57.3M
Nuveen Asset Management, LLC 0.02% Add +7.7% 1,823,708 $55.1M
Adage Capital Partners Gp, L.L.C. 0.10% Reduce -8.4% 1,905,062 $54.9M
TD Asset Management Inc 0.05% Add +8.4% 1,865,926 $53.8M
Ameriprise Financial Inc. 0.01% Reduce -13.5% 1,857,202 $53.5M
Victory Capital Management Inc. 0.05% Add +8.3% 1,677,357 $48.3M
Employees Retirement System of Texas 0.53% No change 1,671,000 $48.1M
HITE Hedge Asset Management LLC 4.59% Reduce -1.8% 1,617,919 $46.6M
Citadel Advisors 0.05% Reduce -23.2% 1,617,614 $46.6M
AQR Capital Management 0.07% Add +118.4% 1,616,189 $46.4M
Hudson Bay Capital Management LP 0.40% Add +11.5% 1,593,623 $45.9M
Amundi 0.02% Reduce -11.8% 1,556,550 $44.6M
Manufacturers Life Insurance Company, The 0.04% Reduce -2.8% 1,470,647 $42.4M
CBRE Investment Management Listed Real Assets LLC 0.76% Add +20.8% 1,431,566 $41.2M
TCW Group Inc. 0.36% Add +59.4% 1,391,983 $40.1M
Swiss National Bank 0.03% Reduce -1.1% 1,325,000 $38.2M
STRS Ohio 0.15% Add +4.9% 1,321,500 $38.1M
Vaughan David Investments LLC 0.94% Add +3.6% 1,289,405 $37.1M
Prudential Financial Inc. 0.05% Reduce -4.6% 1,203,991 $34.7M
Barclays PLC 0.01% Reduce -18.0% 1,079,023 $31.1M
Bahl & Gaynor LLC 0.17% Add +1.0% 1,051,435 $30.3M
UBS Group AG 0.01% Add +16.3% 1,048,883 $30.2M
Yaupon Capital Management LP 2.63% Reduce -8.6% 1,021,490 $29.4M
First Financial Bankshares Inc 0.67% Reduce -0.1% 1,020,308 $29.4M
Voya Investment Management LLC 0.03% Reduce -8.0% 1,018,423 $29.3M
Sumitomo Mitsui Trust Group, Inc. 0.02% Reduce -5.8% 996,897 $28.7M
Ensign Peak Advisors, Inc 0.05% Add +11.5% 929,292 $26.8M
Cramer Rosenthal McGlynn LLC 1.53% Reduce -6.7% 907,759 $26.2M
Rhumbline Advisers 0.02% Add +6.9% 903,951 $26.0M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.17% Add +8.5% 899,427 $25.9M
Wells Fargo & Company 0.01% Add +38.6% 886,782 $25.5M
Sei Investments Co. 0.03% Add +6.4% 847,968 $24.4M
Cwm, LLC 0.11% Add +5767.3% 827,880 $23.9M
Exchange Traded Concepts, LLC 0.58% Add +13.8% 789,532 $22.7M
Two Sigma Investments, LP 0.06% Add +69.8% 782,031 $22.5M
Schroder Investment Management Group 0.02% Add +51.4% 770,668 $22.2M
AMF Tjanstepension AB 0.16% New 765,557 $22.1M
Envestnet Asset Management Inc. 0.01% Add +5.1% 754,655 $21.7M
BNP Paribas Financial Markets 0.02% Add +66.9% 745,882 $21.5M
Macquarie Group Ltd. 0.02% Reduce -41.0% 696,582 $20.1M
Alliancebernstein L.P. 0.01% Add +4.7% 649,077 $18.7M
HSBC Holdings PLC 0.01% Reduce -56.9% 647,146 $18.6M
Truist Financial Corp. 0.03% Reduce -19.9% 633,996 $18.3M
Balyasny Asset Management L.P. 0.05% Reduce -64.5% 631,911 $18.2M
Glenmede Trust Co. NA 0.09% Reduce -13.2% 616,721 $17.8M
AE Wealth Management LLC 0.18% Add +5.7% 608,567 $17.5M
Russell Investments Group, Ltd. 0.03% Reduce -7.4% 600,185 $17.3M
California State Teachers Retirement System 0.02% Reduce -1.1% 591,956 $17.1M
Natixis Advisors, LLC 0.04% Add +0.7% 580,488 $16.7M
Mitsubishi UFJ Asset Management Co., Ltd. 0.02% Add +11.7% 576,029 $16.6M
Covalis Capital LLP 2.26% Reduce -71.3% 575,534 $16.6M
FIL Ltd 0.02% New 554,890 $16.0M
Greenland Capital Management LP 3.41% Add +12.2% 549,629 $15.8M
Crestline Management, L.P. 1.22% Reduce -27.3% 541,378 $15.6M
Neuberger Berman Group LLC 0.01% Reduce -2.3% 537,744 $15.5M
National Bank of Canada 0.02% Add +9.2% 536,198 $15.4M

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

Show all 637 holders