NisourceNI

13F holders, Q4 2024 (December 31)
735holders +49
82new positions
58sold out
7famous investors
$36.75avg. 13F price*

At the end of Q4 2024, 735 institutions reported holding Nisource Inc. (NI) in their 13F filings, up 49 from Q3 2024. 82 opened new positions and 58 sold out. The largest holders were Vanguard Group Inc. ($2.1B), BlackRock, Inc. ($1.8B) and State Street Corp. ($841.1M). 7 famous investors held it, including Israel Englander (0.3% of Millennium Management's portfolio), Steve Cohen (0.1% of Point72 Asset 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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions82$487.4M
Exits58$79.1M

All 13F filers, Q3 2024 → Q4 2024: 40,061,172 shares bought and 37,139,278 shares sold, net +2,921,894 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 735 holders

Vanguard Group Inc. 0.04% Add +4.4% 57,793,581 $2.1B
BlackRock, Inc. 0.04% Add +5.4% 50,056,468 $1.8B
State Street Corp. 0.03% Add +0.8% 22,881,617 $841.1M
T. Rowe Price Investment Management, Inc. 0.49% Add +10.1% 21,370,032 $785.6M
Deutsche Bank AG 0.24% Reduce -3.8% 16,829,452 $618.7M
JPMorgan Chase & Co. 0.04% Reduce -5.9% 14,018,551 $515.3M
Geode Capital Management, LLC 0.03% Add +6.5% 11,448,075 $419.8M
Jennison Associates LLC 0.24% Reduce -0.9% 10,720,179 $394.1M
FMR LLC 0.02% Reduce -14.9% 9,695,707 $356.4M
Millennium Management 0.30% Add +185.0% 9,244,744 $339.8M
Invesco Ltd. 0.06% Add +49.5% 8,199,873 $301.4M
Cohen & Steers, Inc. 0.57% Reduce -8.1% 8,183,306 $300.8M
Franklin Resources Inc. 0.07% Add +0.2% 6,646,241 $244.3M
Newport Trust Company, LLC 0.54% Reduce -1.4% 6,021,308 $221.3M
Capital International Investors 0.04% New 5,984,147 $220.0M
Pictet Asset Management Holding SA 0.23% Reduce -6.5% 5,797,297 $213.1M
Norges Bank 0.03% Add +33.5% 5,324,955 $195.7M
Royal Bank of Canada 0.04% Add +5.2% 4,821,510 $177.2M
Wellington Management Group LLP 0.03% Reduce -23.8% 4,607,024 $169.4M
Northern Trust Corp. 0.02% Add +18.4% 4,432,525 $162.9M
Bank of New York Mellon Corp 0.03% Add +3.8% 4,261,578 $156.7M
Morgan Stanley 0.01% Reduce -13.1% 4,162,308 $153.0M
Thrivent Financial for Lutherans 0.30% Reduce -10.9% 4,144,339 $152.3M
Charles Schwab Investment Management Inc. 0.03% Add +5.3% 4,121,587 $151.5M
Reaves W H & Co. Inc. 3.90% Add +6.8% 4,026,404 $148.0M
Legal & General Group Plc 0.04% Reduce -6.3% 3,941,790 $144.9M
Duff & Phelps Investment Management Co. 1.69% Reduce -1.3% 3,849,521 $141.5M
ExodusPoint Capital Management, LP 1.30% Reduce -42.1% 3,394,207 $124.8M
UBS Group AG 0.03% Add +64.0% 3,083,124 $113.3M
Soroban Capital Partners LP 1.47% No change 2,988,649 $109.9M
Goldman Sachs Group Inc. 0.02% Reduce -33.0% 2,930,001 $107.7M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.02% Add +10.8% 2,867,242 $105.4M
Assenagon Asset Management S.A. 0.18% Add +21.7% 2,712,724 $99.7M
Thompson Siegel & Walmsley LLC 1.47% Reduce -26.5% 2,552,610 $93.8M
Dimensional Fund Advisors LP 0.02% Add +1.8% 2,548,789 $93.7M
Brookfield Corp 0.56% Reduce -3.4% 2,514,363 $92.4M
Bank of America Corp. 0.01% Reduce -20.0% 2,505,282 $92.1M
Principal Financial Group Inc. 0.05% Add +4.0% 2,334,739 $85.8M
Maple-Brown Abbott Ltd 10.36% Reduce -24.7% 2,311,343 $85.0M
T. Rowe Price Associates Inc. 0.01% Reduce -33.9% 2,255,512 $82.9M
Citadel Advisors 0.07% Reduce -61.2% 2,123,117 $78.0M
California Public Employees Retirement System 0.05% Add +2.1% 2,075,372 $76.3M
Employees Retirement System of Texas 0.76% No change 2,066,800 $76.0M
Bank of Montreal 0.04% Reduce -60.3% 2,032,305 $74.7M
Nuveen Asset Management, LLC 0.02% Reduce -5.4% 2,008,646 $73.8M
Verition Fund Management LLC 0.37% Reduce -22.1% 1,923,933 $70.7M
First Trust Advisors LP 0.06% Add +6.1% 1,849,281 $68.0M
Epoch Investment Partners, Inc. 0.32% Reduce -18.1% 1,800,101 $66.2M
Amundi 0.02% Reduce -8.7% 1,745,753 $63.6M
TD Asset Management Inc 0.06% Reduce -8.2% 1,713,367 $63.0M
TCW Group Inc. 0.53% Add +12.1% 1,704,055 $62.6M
Barclays PLC 0.03% Add +23.1% 1,665,125 $61.2M
Ameriprise Financial Inc. 0.02% Reduce -2.4% 1,624,486 $59.7M
Victory Capital Management Inc. 0.06% Reduce -13.2% 1,511,680 $55.6M
Point72 Asset Management 0.15% Add +51.6% 1,447,335 $53.2M
CBRE Investment Management Listed Real Assets LLC 0.89% Add +0.0% 1,353,094 $49.7M
FIL Ltd 0.05% Reduce -8.9% 1,343,890 $49.4M
Vaughan David Investments LLC 1.16% Add +0.8% 1,331,216 $48.9M
Hudson Bay Capital Management LP 0.35% Reduce -8.3% 1,310,706 $48.2M
Merewether Investment Management, LP 1.89% New 1,289,157 $47.4M
Bahl & Gaynor LLC 0.25% Add +12.0% 1,271,039 $46.7M
Swiss National Bank 0.03% Reduce -4.8% 1,267,100 $46.6M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.11% Add +27.7% 1,185,481 $43.6M
Manufacturers Life Insurance Company, The 0.04% Reduce -11.5% 1,170,648 $43.0M
STRS Ohio 0.16% Reduce -13.1% 1,080,581 $39.7M
Sumitomo Mitsui Trust Group, Inc. 0.03% Add +3.4% 1,033,754 $38.0M
Voya Investment Management LLC 0.05% Add +3.7% 1,029,396 $37.8M
First Financial Bankshares Inc 0.79% Reduce -0.4% 998,178 $36.7M
Schroder Investment Management Group 0.04% Reduce -22.5% 998,710 $36.7M
BNP Paribas Financial Markets 0.03% Add +39.8% 968,971 $35.6M
Capital International, Inc. 0.41% New 941,577 $34.6M
AQR Capital Management 0.04% Reduce -30.1% 904,863 $33.3M
Rhumbline Advisers 0.03% Reduce -0.5% 888,122 $32.6M
Retirement Systems of Alabama 0.12% Add +0.3% 886,449 $32.6M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.20% Add +3.7% 884,787 $32.5M
Cramer Rosenthal McGlynn LLC 1.82% Add +1.0% 878,529 $32.3M
Ensign Peak Advisors, Inc 0.06% Reduce -0.7% 851,828 $31.3M
HSBC Holdings PLC 0.02% Add +40.6% 835,528 $30.7M
Macquarie Group Ltd. 0.03% Add +22.3% 801,088 $28.8M
Mitsubishi UFJ Asset Management Co., Ltd. 0.03% Add +16.1% 790,057 $28.8M
Wells Fargo & Company 0.01% Add +11.1% 775,555 $28.5M
Cwm, LLC 0.12% Reduce -4.6% 759,336 $27.9M
Yaupon Capital Management LP 1.76% Reduce -8.2% 755,206 $27.8M
HITE Hedge Asset Management LLC 2.01% Reduce -1.9% 745,443 $27.4M
Sei Investments Co. 0.04% Reduce -13.1% 740,678 $27.2M
Exchange Traded Concepts, LLC 0.55% Add +3.0% 735,427 $27.0M
Russell Investments Group, Ltd. 0.04% Reduce -1.8% 731,013 $26.9M
Alliancebernstein L.P. 0.01% Add +28.0% 724,642 $26.6M
National Pension Service 0.02% New 670,341 $24.6M
Balyasny Asset Management L.P. 0.06% New 642,783 $23.6M
AE Wealth Management LLC 0.20% Add +5.6% 642,598 $23.6M
Natixis Advisors, LLC 0.04% Add +2.2% 599,130 $22.0M
Artemis Investment Management LLP 0.31% New 593,875 $21.8M
Thomasville National Bank 1.50% Add +3.0% 567,196 $20.9M
National Bank of Canada 0.03% Reduce -0.8% 558,614 $20.5M
Badgley Phelps Wealth Managers, LLC 0.47% Add +3.2% 549,034 $20.2M
California State Teachers Retirement System 0.02% Reduce -3.9% 535,310 $19.7M
Envestnet Asset Management Inc. 0.01% Reduce -32.2% 531,306 $19.5M
Guggenheim Capital LLC 0.16% Add +3.7% 526,307 $19.3M
Neuberger Berman Group LLC 0.02% Reduce -2.2% 522,837 $19.2M

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

Show all 735 holders