NiSource Ownership 2024 | Who Owns NiSource Now?


OverviewForecastRevenueFinancialsChartTranscripts

Institutional Ownership

97.23%

Insider Ownership

0.14%

Retail Ownership

2.63%

Institutional Holders

619.00

NiSource Institutional Shareholders


Institutional Shareholders by % of Total Shares

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
VANGUARD GROUP INC12.42%0.03%55,641,731695,1371.27%1,603,038,269Jun 30, 2024
BLACKROCK INC.9.58%0.03%42,898,1621,824,7804.44%1,235,896,043Jun 30, 2024
STATE STREET CORP4.79%0.03%21,443,8061,330,8236.62%617,796,051,000Jun 30, 2024
DEUTSCHE BANK AG\4.01%0.23%17,952,564-939,378-4.97%517,213,369Jun 30, 2024
T. ROWE PRICE INVESTMENT MANAGEMENT, INC.3.07%0.25%13,750,8692,066,21517.68%396,163,000Jun 30, 2024
FMR LLC2.52%0.02%11,296,607-1,019,483-8.28%325,455,252Jun 30, 2024
GEODE CAPITAL MANAGEMENT, LLC2.36%0.03%10,568,963929,9359.65%303,669,276Jun 30, 2024
JENNISON ASSOCIATES LLC2.35%0.19%10,506,8701,553,61417.35%302,702,925Jun 30, 2024
COHEN & STEERS, INC.2.17%0.59%9,712,003-257,646-2.58%279,803,000Jun 30, 2024
INVESCO LTD.1.95%0.05%8,754,8792,418,91138.18%252,228,065Jun 30, 2024
ZIMMER PARTNERS, LP1.78%4.23%7,963,573-944,170-10.60%229,430,538Jun 30, 2024
JPMORGAN CHASE & CO1.77%0.02%7,910,9306,299,964391.07%227,913,923Jun 30, 2024
WELLINGTON MANAGEMENT GROUP LLP1.49%0.03%6,657,8602,918,63878.05%191,812,947Jun 30, 2024
FRANKLIN RESOURCES INC1.48%0.06%6,630,361-39,259-0.59%191,020,702Jun 30, 2024
PICTET ASSET MANAGEMENT HOLDING SA1.47%0.22%6,584,365-716,568-9.81%189,695,556Jun 30, 2024
PRICE T ROWE ASSOCIATES INC /MD/1.43%0.02%6,404,9782,650,85670.61%184,528,000Jun 30, 2024
MILLENNIUM MANAGEMENT LLC1.42%0.09%6,374,05344,5980.70%183,636,467Jun 30, 2024
NEWPORT TRUST CO1.39%0.45%6,224,708-89,282-1.41%179,333,837Jun 30, 2024
EXODUSPOINT CAPITAL MANAGEMENT, LP1.33%1.17%5,963,136-822,193-12.12%171,798,000Jun 30, 2024
LEGAL & GENERAL GROUP PLC1.10%0.03%4,945,498-196,956-3.83%142,479,902Jun 30, 2024

NiSource's largest institutional shareholder is VANGUARD GROUP INC, holding 12.42% of the company's total share outstanding, currently valued at $1.60B. The top 10 institutional shareholders own together 45.22% of the company.

Institutional Shareholders by % of Total Assets

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
MAPLE-BROWN ABBOTT LTD0.74%10.05%3,309,223-133,290-3.87%95,338,715Jun 30, 2024
HITE HEDGE ASSET MANAGEMENT LLC0.36%4.56%1,617,919-29,310-1.78%46,612,246Jun 30, 2024
ZIMMER PARTNERS, LP1.78%4.23%7,963,573-944,170-10.60%229,430,538Jun 30, 2024
REAVES W H & CO INC0.76%3.31%3,404,927-15,422-0.45%98,096,000Jun 30, 2024
NEKTON CAPITAL LTD.0.06%3.28%251,111-87,929-25.93%7,234,508Jun 30, 2024
DECADE RENEWABLE PARTNERS LP0.05%2.96%210,819-104,532-33.15%6,073,695Jun 30, 2024
BECK BODE, LLC0.10%2.54%438,51324,4655.91%12,633,551Jun 30, 2024
GREENLAND CAPITAL MANAGEMENT LP0.12%2.33%549,62959,62912.17%15,834,811Jun 30, 2024
COVALIS CAPITAL LLP0.13%2.25%575,534-1,429,386-71.29%16,581,135Jun 30, 2024
THOMPSON SIEGEL & WALMSLEY LLC0.94%1.94%4,214,474-201,769-4.57%121,419,000Jun 30, 2024
CRAMER ROSENTHAL MCGLYNN LLC0.20%1.53%907,759-65,101-6.69%26,152,537Jun 30, 2024
YAUPON CAPITAL MANAGEMENT LP0.23%1.49%1,021,490-95,931-8.59%29,429,127Jun 30, 2024
DUFF & PHELPS INVESTMENT MANAGEMENT CO0.90%1.48%4,032,503-63,383-1.55%116,176,411Jun 30, 2024
SOROBAN CAPITAL PARTNERS LP0.73%1.39%3,278,6491,374,56872.19%94,457,878Jun 30, 2024
CRESTLINE MANAGEMENT, LP0.12%1.21%541,378-202,892-27.26%15,597,100Jun 30, 2024
EXODUSPOINT CAPITAL MANAGEMENT, LP1.33%1.17%5,963,136-822,193-12.12%171,798,000Jun 30, 2024
VAUGHAN DAVID INVESTMENTS LLC/IL0.29%0.94%1,289,40545,0553.62%37,148,000Jun 30, 2024
MORTON COMMUNITY BANK0.03%0.91%112,2206,5156.16%3,233,058Jun 30, 2024
SIR CAPITAL MANAGEMENT, L.P.0.07%0.91%317,611-86,889-21.48%9,150,373Jun 30, 2024
DC INVESTMENTS MANAGEMENT, LLC0.01%0.89%36,809--1,060,467Jun 30, 2024

The largest NiSource shareholder by % of total assets is MAPLE-BROWN ABBOTT LTD. The company owns 3.31M shares of NiSource (NI), representing 10.05% of its total assets.

Institutional Buyers

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
JPMORGAN CHASE & CO1.77%0.02%7,910,9306,299,964391.07%227,913,923Jun 30, 2024
NORGES BANK0.88%0.02%3,920,7823,920,782100.00%112,957,729Jun 30, 2024
WELLINGTON MANAGEMENT GROUP LLP1.49%0.03%6,657,8602,918,63878.05%191,812,947Jun 30, 2024
PRICE T ROWE ASSOCIATES INC /MD/1.43%0.02%6,404,9782,650,85670.61%184,528,000Jun 30, 2024
INVESCO LTD.1.95%0.05%8,754,8792,418,91138.18%252,228,065Jun 30, 2024
T. ROWE PRICE INVESTMENT MANAGEMENT, INC.3.07%0.25%13,750,8692,066,21517.68%396,163,000Jun 30, 2024
GOLDMAN SACHS GROUP INC1.06%0.02%4,727,2331,907,04067.62%136,191,569Jun 30, 2024
BLACKROCK INC.9.58%0.03%42,898,1621,824,7804.44%1,235,896,043Jun 30, 2024
JENNISON ASSOCIATES LLC2.35%0.19%10,506,8701,553,61417.35%302,702,925Jun 30, 2024
SOROBAN CAPITAL PARTNERS LP0.73%1.39%3,278,6491,374,56872.19%94,457,878Jun 30, 2024
BANK OF MONTREAL /CAN/0.75%0.03%3,342,8311,353,97768.08%96,407,259Jun 30, 2024
STATE STREET CORP4.79%0.03%21,443,8061,330,8236.62%617,796,051,000Jun 30, 2024
GEODE CAPITAL MANAGEMENT, LLC2.36%0.03%10,568,963929,9359.65%303,669,276Jun 30, 2024
AQR CAPITAL MANAGEMENT LLC0.36%0.07%1,616,189876,033118.36%46,449,261Jun 30, 2024
VANGUARD GROUP INC12.42%0.03%55,641,731695,1371.27%1,603,038,269Jun 30, 2024
FIL LTD0.12%0.02%554,890554,890100.00%15,986,381Jun 30, 2024
TCW GROUP INC0.31%0.36%1,391,983518,87359.43%40,103,030Jun 30, 2024
UBS ASSET MANAGEMENT AMERICAS INC0.47%0.02%2,091,051501,85831.58%60,243,181Jun 30, 2024
ALLIANZ ASSET MANAGEMENT GMBH0.12%0.02%530,329488,8611178.89%15,278,778Jun 30, 2024
TWO SIGMA INVESTMENTS, LP0.17%0.05%782,031321,61669.85%22,530,313Jun 30, 2024

As of Jun 30 2024, NiSource's largest institutional buyer is JPMORGAN CHASE & CO. The company purchased 6.30M stocks of NI, valued at $227.91M.

Institutional Sellers

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
MORGAN STANLEY1.10%0.01%4,914,659-2,693,367-35.40%141,591,355Jun 30, 2024
POINT72 ASSET MANAGEMENT, L.P.0.45%0.15%2,012,590-1,924,810-48.89%57,982,718Jun 30, 2024
COVALIS CAPITAL LLP0.13%2.25%575,534-1,429,386-71.29%16,581,135Jun 30, 2024
BALYASNY ASSET MANAGEMENT L.P.0.14%0.03%631,911-1,149,845-64.53%18,205,356Jun 30, 2024
FMR LLC2.52%0.02%11,296,607-1,019,483-8.28%325,455,252Jun 30, 2024
SCHONFELD STRATEGIC ADVISORS LLC----951,235-100.00%-Jun 30, 2024
ZIMMER PARTNERS, LP1.78%4.23%7,963,573-944,170-10.60%229,430,538Jun 30, 2024
DEUTSCHE BANK AG\4.01%0.23%17,952,564-939,378-4.97%517,213,369Jun 30, 2024
HSBC HOLDINGS PLC0.14%0.01%647,146-853,625-56.88%18,624,210Jun 30, 2024
EXODUSPOINT CAPITAL MANAGEMENT, LP1.33%1.17%5,963,136-822,193-12.12%171,798,000Jun 30, 2024
ROYAL BANK OF CANADA1.02%0.03%4,583,376-814,242-15.09%132,047,000Jun 30, 2024
TEILINGER CAPITAL LTD.----785,400-100.00%-Jun 30, 2024
PICTET ASSET MANAGEMENT HOLDING SA1.47%0.22%6,584,365-716,568-9.81%189,695,556Jun 30, 2024
D. E. SHAW & CO., INC.----530,810-100.00%-Jun 30, 2024
MACQUARIE GROUP LTD0.16%0.02%696,582-483,405-40.97%20,068,912Jun 30, 2024
KOREA INVESTMENT CORP0.03%0.01%130,252-462,643-78.03%3,752,560Jun 30, 2024
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM0.48%0.05%2,149,130-411,080-16.06%61,916,435Jun 30, 2024
FIRST TRUST ADVISORS LP0.46%0.06%2,071,823-391,151-15.88%59,689,222Jun 30, 2024
PUBLIC SECTOR PENSION INVESTMENT BOARD0.11%0.09%475,906-342,254-41.83%13,710,852Jun 30, 2024
TREXQUANT INVESTMENT LP----321,919-100.00%-Jun 30, 2024

As of Jun 30 2024, NiSource's biggest institutional seller is MORGAN STANLEY. The company sold -2.69M shares of NI, valued at $141.59M.

Institutional New positions

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
NORGES BANK0.88%0.02%3,920,7823,920,782100.00%112,957,729Jun 30, 2024
FIL LTD0.12%0.02%554,890554,890100.00%15,986,381Jun 30, 2024
VOLORIDGE INVESTMENT MANAGEMENT, LLC0.05%0.02%229,771229,771100.00%6,619,703Jun 30, 2024
AVANTAX ADVISORY SERVICES, INC.0.03%0.03%132,372132,372100.00%3,813,623Jun 30, 2024
COREBRIDGE FINANCIAL, INC.0.03%0.02%114,545114,545100.00%3,300,041Jun 30, 2024
BTG PACTUAL ASSET MANAGEMENT US LLC0.02%0.30%70,37570,375100.00%2,027,504Jun 30, 2024
PARADIGM ASSET MANAGEMENT CO LLC0.01%0.54%67,20067,200100.00%1,936,032Jun 30, 2024
AMG NATIONAL TRUST BANK0.01%0.04%48,64248,642100.00%1,401,375Jun 30, 2024
MIRAE ASSET GLOBAL ETFS HOLDINGS LTD.0.01%0.00%40,71340,713100.00%1,172,941Jun 30, 2024
BUCKINGHAM CAPITAL MANAGEMENT, INC.0.01%0.14%39,23439,234100.00%1,130,332Jun 30, 2024
MIZUHO SECURITIES USA LLC0.01%0.02%34,56734,567100.00%995,875Jun 30, 2024
ELEVATED CAPITAL ADVISORS, LLC0.01%0.25%31,10931,109100.00%896,250Jun 30, 2024
0.01%0.05%29,35029,350100.00%845,574Jun 30, 2024
MBB PUBLIC MARKETS I LLC0.01%0.02%28,50028,500100.00%821,085Jun 30, 2024
PEAK6 INVESTMENTS LLC0.01%0.00%22,80022,800100.00%656,868Jun 30, 2024
OCCUDO QUANTITATIVE STRATEGIES LP0.00%0.09%16,71716,717100.00%481,617Jun 30, 2024
MACHINA CAPITAL S.A.S.0.00%0.21%16,47116,471100.00%474,530Jun 30, 2024
ALAN B. LANCZ & ASSOCIATES, INC.0.00%0.46%16,11516,115100.00%464,274Jun 30, 2024
FRONTIER CAPITAL MANAGEMENT CO LLC0.00%0.00%13,53413,534100.00%389,915Jun 30, 2024
SEVEN EIGHT CAPITAL, LP0.00%0.03%11,60411,604100.00%334,311Jun 30, 2024
IHT WEALTH MANAGEMENT, LLC0.00%0.01%9,8509,850100.00%283,789Jun 30, 2024
BRIDGEFRONT CAPITAL, LLC0.00%0.12%9,6739,673100.00%278,679Jun 30, 2024
GOTHAM ASSET MANAGEMENT, LLC0.00%0.00%9,0729,072100.00%261,364Jun 30, 2024
TOTAL CLARITY WEALTH MANAGEMENT, INC.0.00%0.09%9,0509,050100.00%260,731Jun 30, 2024
ATRIA INVESTMENTS, INC0.00%0.00%8,9798,979100.00%258,672Jun 30, 2024
ATRIA WEALTH SOLUTIONS, INC.0.00%0.00%8,1528,152100.00%234,872Jun 30, 2024
CAPITAL INVESTMENT ADVISORS, LLC0.00%0.01%8,1278,127100.00%234,142Jun 30, 2024
ACADIAN ASSET MANAGEMENT LLC0.00%0.00%7,4177,417100.00%213,000Jun 30, 2024
MODERN WEALTH MANAGEMENT, LLC0.00%0.02%7,3447,344100.00%211,581Jun 30, 2024
WETHERBY ASSET MANAGEMENT INC0.00%0.01%7,1677,167100.00%206,482Jun 30, 2024
UNITED CAPITAL FINANCIAL ADVISERS, LLC0.00%0.00%7,1297,129100.00%205,394Jun 30, 2024
CHOREO, LLC0.00%0.00%7,1207,120100.00%204,452Jun 30, 2024
SHEPHERD FINANCIAL PARTNERS LLC0.00%0.03%7,0117,011100.00%201,983Jun 30, 2024
0.00%0.00%5,3485,348100.00%154,074Jun 30, 2024
GRADIENT INVESTMENTS LLC0.00%0.00%3,7993,799100.00%109,459Jun 30, 2024
0.00%0.06%2,8082,808100.00%80,903Jun 30, 2024
GREAT LAKES RETIREMENT, INC.0.00%0.01%1,6651,665100.00%47,969Jun 30, 2024
FAMILY FIRM, INC.0.00%0.01%1,4781,478100.00%42,578Jun 30, 2024
0.00%0.02%1,3151,315100.00%37,885Jun 30, 2024
CAMELOT PORTFOLIOS, LLC0.00%0.02%1,2571,257100.00%36,214Jun 30, 2024
MCF ADVISORS LLC0.00%0.00%862862100.00%24,835Jun 30, 2024
ASHTON THOMAS PRIVATE WEALTH, LLC0.00%0.00%853853100.00%24,575Jun 30, 2024
FIRST COMMUNITY TRUST NA0.00%0.02%792792100.00%22,818Jun 30, 2024
GHP INVESTMENT ADVISORS, INC.0.00%0.00%450450100.00%12,965Jun 30, 2024
ISTHMUS PARTNERS, LLC0.00%0.30%325325100.00%3,122,568Jun 30, 2024
TRUNORTH CAPITAL MANAGEMENT, LLC0.00%0.00%293293100.00%8,441Jun 30, 2024
EDGEROCK CAPITAL LLC-0.00%216216100.00%6,222Jun 30, 2024
SRS CAPITAL ADVISORS, INC.-0.00%165165100.00%4,754Jun 30, 2024
REDWOOD WEALTH MANAGEMENT GROUP, LLC-0.00%150150100.00%4,322Jun 30, 2024
HALLMARK CAPITAL MANAGEMENT INC-0.00%130130100.00%3,745Jun 30, 2024
GLEASON GROUP, INC.-0.00%130130100.00%3,745Jun 30, 2024
MOTCO-0.00%120120100.00%3,457Jun 30, 2024
FINANCIAL NETWORK WEALTH ADVISORS LLC-0.00%116116100.00%3,506Jun 30, 2024
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.-0.00%101101100.00%2,909Jun 30, 2024
TWIN TREE MANAGEMENT, LP--100100100.00%2,881Jun 30, 2024
ASSET DEDICATION, LLC-0.00%7272100.00%2,075Jun 30, 2024
OPAL WEALTH ADVISORS, LLC-0.00%6363100.00%1,816Jun 30, 2024
TRIAD WEALTH PARTNERS, LLC-0.00%5050100.00%1,441Jun 30, 2024
INNEALTA CAPITAL, LLC-0.00%4747100.00%1,354Jun 30, 2024
ABICH FINANCIAL WEALTH MANAGEMENT LLC-0.00%4343100.00%1,239Jun 30, 2024
UNIQUE WEALTH STRATEGIES, LLC-0.00%1515100.00%415Jun 30, 2024

NiSource's largest new institutional shareholder by number of shares is NORGES BANK, purchased 3.92M shares, valued at $112.96M, as of undefined.

Institutional Sold Out

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
SCHONFELD STRATEGIC ADVISORS LLC----951,235-100.00%-Jun 30, 2024
TEILINGER CAPITAL LTD.----785,400-100.00%-Jun 30, 2024
D. E. SHAW & CO., INC.----530,810-100.00%-Jun 30, 2024
TREXQUANT INVESTMENT LP----321,919-100.00%-Jun 30, 2024
RBO & CO LLC----287,954-100.00%-Jun 30, 2024
CAPITAL FUND MANAGEMENT S.A.----162,387-100.00%-Jun 30, 2024
DARK FOREST CAPITAL MANAGEMENT LP----149,603-100.00%-Jun 30, 2024
MAGNETAR FINANCIAL LLC----129,328-100.00%-Jun 30, 2024
AMERICAN INTERNATIONAL GROUP, INC.----108,117-100.00%-Jun 30, 2024
AQUATIC CAPITAL MANAGEMENT LLC----102,900-100.00%-Jun 30, 2024
TEZA CAPITAL MANAGEMENT LLC----83,888-100.00%-Jun 30, 2024
EMPOWERED FUNDS, LLC----71,909-100.00%-Jun 30, 2024
CONVERGENCE INVESTMENT PARTNERS, LLC----49,329-100.00%-Jun 30, 2024
GLOBAL ASSETS ADVISORY, LLC----43,501-100.00%-Jun 30, 2024
LLOYD ADVISORY SERVICES, LLC.----39,075-100.00%-Jun 30, 2024
APG ASSET MANAGEMENT N.V.----36,113-100.00%-Jun 30, 2024
QUANTBOT TECHNOLOGIES LP----33,384-100.00%-Jun 30, 2024
IA GLOBAL ASSET MANAGEMENT INC.----28,119-100.00%-Jun 30, 2024
QUEST PARTNERS LLC----25,180-100.00%-Jun 30, 2024
ATOM INVESTORS LP----24,158-100.00%-Jun 30, 2024
FOX RUN MANAGEMENT, L.L.C.----18,834-100.00%-Jun 30, 2024
FCG INVESTMENT CO----18,627-100.00%-Jun 30, 2024
CENTIVA CAPITAL, LP----17,931-100.00%-Jun 30, 2024
BAYESIAN CAPITAL MANAGEMENT, LP----17,600-100.00%-Jun 30, 2024
METROPOLITAN LIFE INSURANCE CO/NY----16,673-100.00%-Jun 30, 2024
BOOTHBAY FUND MANAGEMENT, LLC----15,973-100.00%-Jun 30, 2024
PRUDENTIAL PLC----14,650-100.00%-Jun 30, 2024
WALLEYE TRADING LLC----13,765-100.00%-Jun 30, 2024
OAK THISTLE LLC----12,619-100.00%-Jun 30, 2024
MQS MANAGEMENT LLC----12,476-100.00%-Jun 30, 2024
AXQ CAPITAL, LP----12,100-100.00%-Jun 30, 2024
MAVERICK CAPITAL LTD----12,017-100.00%-Jun 30, 2024
Y-INTERCEPT (HONG KONG) LTD----11,897-100.00%-Jun 30, 2024
KESTRA PRIVATE WEALTH SERVICES, LLC----10,220-100.00%-Jun 30, 2024
WOLVERINE TRADING, LLC----9,600-100.00%-Jun 30, 2024
QUBE RESEARCH & TECHNOLOGIES LTD----8,826-100.00%-Jun 30, 2024
CORTON CAPITAL INC.----8,523-100.00%-Jun 30, 2024
ING GROEP NV----8,350-100.00%-Jun 30, 2024
DIAMETRIC CAPITAL, LP----7,271-100.00%-Jun 30, 2024
HILLTOP PARTNERS LLC----7,153-100.00%-Jun 30, 2024
QUARRY LP----4,303-100.00%-Jun 30, 2024
STATE OF WYOMING----3,750-100.00%-Jun 30, 2024
MEEDER ASSET MANAGEMENT INC----1,769-100.00%-Jun 30, 2024
FIDELIS CAPITAL PARTNERS, LLC----1,542-100.00%-Jun 30, 2024
SALOMON & LUDWIN, LLC----715-100.00%-Jun 30, 2024
FRG FAMILY WEALTH ADVISORS LLC----600-100.00%-Jun 30, 2024
PACIFIC CAPITAL WEALTH ADVISORS, INC----216-100.00%-Jun 30, 2024
NEW COVENANT TRUST COMPANY, N.A.----210-100.00%-Jun 30, 2024
HARVEST FUND MANAGEMENT CO., LTD----103-100.00%-Jun 30, 2024
HIGHMARK WEALTH MANAGEMENT LLC----93-100.00%-Jun 30, 2024
LAUREL WEALTH ADVISORS LLC----51-100.00%-Jun 30, 2024
FARMERS & MERCHANTS TRUST CO OF CHAMBERSBURG PA----32-100.00%-Jun 30, 2024
----16-100.00%-Jun 30, 2024

NiSource's largest sold out institutional shareholder by shares sold is SCHONFELD STRATEGIC ADVISORS LLC, sold -0.95M shares, valued at -, as of undefined.

NiSource Mutual Fund Holders


Name% Total AssetsTotal SharesChange AmountChange %Date
DAXOR CORP18.34%17,00017,000-Sep 30, 2022
REAVES UTILITY INCOME FUND4.08%3,604,966-200,000-5.26%Jan 31, 2024
Duff & Phelps Utility & Infrastructure Fund Inc.3.30%576,000--Jan 31, 2024
Procure ETF Trust I2.83%995-535-34.97%Jan 31, 2022
PRUDENTIAL SECTOR FUNDS, INC.2.01%4,193,003-759,996-15.34%Feb 29, 2024
John Hancock Tax-Advantaged Global Shareholder Yield Fund1.63%36,3007,40025.61%Jan 31, 2024
Eaton Vance Tax-Managed Buy-Write Income Fund1.57%49,999--Mar 31, 2024
COPLEY FUND INC /NV/1.45%19,700--Nov 30, 2022
JOHN HANCOCK TAX-ADVANTAGED DIVIDEND INCOME FUND1.38%9,325,000--Jan 31, 2024
PRUDENTIAL INVESTMENT PORTFOLIOS 71.35%348,625-3,998-1.13%Feb 29, 2024
Thrivent ETF Trust1.34%63,977-5,922-8.47%Mar 31, 2024
BLACKROCK LARGE CAP FOCUS VALUE FUND, INC.1.25%840,330--Mar 28, 2024
CRM Mutual Fund Trust1.16%584,284-1,610-0.27%Mar 31, 2024
COHEN & STEERS GLOBAL INFRASTRUCTURE FUND INC1.07%810,56774,07210.06%Dec 31, 2023
Cohen & Steers MLP & Energy Opportunity Fund, Inc.1.06%58,231-47-0.08%Feb 29, 2024
PRUDENTIAL INVESTMENT PORTFOLIOS 180.98%246,702--Feb 29, 2024
BlackRock Utilities, Infrastructure & Power Opportunities Trust0.87%224,850--Mar 31, 2024
First Trust Intermediate Duration Preferred & Income Fund0.70%10,795,000--Jan 31, 2024
BlackRock Enhanced Equity Dividend Trust0.56%432,389--Mar 31, 2024
MASTER LARGE CAP SERIES LLC0.56%504,426--Mar 31, 2022
T. Rowe Price Value Fund, Inc.0.55%2,837,210--Mar 31, 2024
PRUDENTIAL JENNISON BLEND FUND, INC.0.55%338,183--Feb 29, 2024
VANGUARD VALLEY FORGE FUNDS0.54%283,869--Mar 31, 2024
DSS AMERICAFIRST QUANTITATIVE FUNDS0.51%11,498--Dec 29, 2023
DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC.0.49%1,073,680-54,490-4.83%Mar 31, 2024
AB EQUITY INCOME FUND INC0.47%46,784--Feb 29, 2024
MFS SERIES TRUST XI0.45%2,129,569--Mar 31, 2024
Global Beta ETF Trust0.44%1,233664116.70%May 31, 2022
BLACKROCK EQUITY DIVIDEND FUND0.39%4,565,338--Jan 31, 2024
Voya Global Advantage & Premium Opportunity Fund0.38%23,292-727-3.03%Feb 29, 2024
JOHN HANCOCK PREMIUM DIVIDEND FUND0.37%2,500,000--Jan 31, 2024
SYNTAX ETF TRUST0.37%11,728-142-1.20%Mar 31, 2024
JOHN HANCOCK PREFERRED INCOME FUND0.37%2,000,000--Jan 31, 2024
GABELLI UTILITIES FUND0.36%260,000--Dec 29, 2023
DNP SELECT INCOME FUND INC0.36%2,797,315--Jan 31, 2024
FIRST TRUST SERIES FUND0.35%1,235,000--Jan 31, 2024
PRUDENTIAL JENNISON SMALL CO FUND, INC.0.35%1,502,03310,5440.71%Mar 28, 2024
JOHN HANCOCK PREFERRED INCOME FUND III0.35%2,000,000--Jan 31, 2024
JOHN HANCOCK PREFERRED INCOME FUND II0.34%1,500,000--Jan 31, 2024
Voya GLOBAL EQUITY DIVIDEND & PREMIUM OPPORTUNITY FUND0.34%70,479-2,264-3.11%Feb 29, 2024
SPIRIT OF AMERICA INVESTMENT FUND INC0.30%17,000--Feb 29, 2024
SIT MUTUAL FUNDS INC0.29%106,575--Mar 28, 2024
Macquarie Global Infrastructure Total Return Fund Inc.0.27%191,511--Feb 28, 2023
Miller/Howard High Income Equity Fund0.27%145,000--Jan 31, 2024
BNY Mellon Investment Funds VII, Inc.0.26%300,000--Apr 30, 2022
FRONTIER FUNDS, INC.0.26%100,0923,3423.45%Mar 31, 2024
T. Rowe Price Equity Income Fund, Inc.0.24%1,015,000-65,000-6.02%Mar 31, 2024
GABELLI GLOBAL UTILITY & INCOME TRUST0.23%36,000--Dec 29, 2023
BNY Mellon Investment Funds VII, Inc.0.22%230,000200,000666.67%Jan 31, 2024
FIRST TRUST EXCHANGE-TRADED FUND0.21%2,106,8861,947,3451220.59%Mar 31, 2024
HENNESSY FUNDS TRUST0.21%413,881-25,600-5.83%Jan 31, 2024
FIRST TRUST VARIABLE INSURANCE TRUST0.20%1,010,000--Mar 28, 2024
Virtus Total Return Fund Inc.0.20%387,09080,77926.37%Feb 29, 2024
Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund0.20%42,420--Mar 31, 2024
Guggenheim Enhanced Equity Income Fund0.20%34,3612,3257.26%Sep 30, 2021
Voya Infrastructure, Industrials & Materials Fund0.19%46,9601,7103.78%Feb 29, 2024
VARIABLE INSURANCE PRODUCTS FUND III0.18%1,467,200--Mar 31, 2024
T. Rowe Price Diversified Mid-Cap Growth Fund, Inc.0.18%62,000--Mar 31, 2024
BNY Mellon Investment Funds VI0.18%230,000230,000-Feb 29, 2024
MASSMUTUAL PREMIER FUNDS0.18%5,000,000--Dec 31, 2023
COHEN & STEERS INFRASTRUCTURE FUND INC0.17%2,453,332--Dec 31, 2023
Brookfield Investment Funds0.16%264,077-16,421-5.85%Mar 31, 2024
FIDELITY DEVONSHIRE TRUST0.16%1,687,5831,065,083171.10%Jan 31, 2024
Columbia Funds Variable Series Trust II0.16%5,120,000--Mar 31, 2024
Impact Shares Trust I0.16%1,676-25-1.47%Mar 31, 2024
PRUDENTIAL INVESTMENT PORTFOLIOS 50.16%80,656-8-0.01%Jan 31, 2024
BLACKROCK MID-CAP VALUE SERIES, INC.0.15%186,615--Jan 31, 2024
CANTOR SELECT PORTFOLIOS TRUST0.15%33,00033,000-Mar 31, 2024
SELECT SECTOR SPDR TRUST0.14%5,238,312-1,017,827-16.27%Mar 31, 2024
MASSMUTUAL PREMIER FUNDS0.14%4,000,000--Dec 31, 2023
Calvert Responsible Index Series, Inc.0.14%227,2068,3533.82%Mar 31, 2024
Nuveen Core Equity Alpha Fund0.13%9,500--Mar 31, 2024
JOHN HANCOCK TAX-ADVANTAGED DIVIDEND INCOME FUND0.13%875,000--Jan 31, 2024
Index Funds0.13%1,072-21-1.92%Mar 31, 2024
SPDR S&P 500 ETF TRUST0.13%4,921,845-107,065-2.13%Mar 31, 2024
DEUTSCHE DWS MARKET TRUST0.13%2,351,120-214,550-8.36%Mar 31, 2024
Legg Mason ETF Investment Trust0.13%251,911-86,161-25.49%Mar 31, 2024
T. Rowe Price QM U.S. Bond Index Fund, Inc.0.12%1,790,000--Jan 31, 2024
GABELLI UTILITY TRUST0.11%48,000--Dec 29, 2023
AMERICAN CENTURY QUANTITATIVE EQUITY FUNDS, INC.0.11%247,364-34,899-12.36%Mar 31, 2024
MASSMUTUAL PREMIER FUNDS0.11%3,000,000--Dec 31, 2023
Innovator ETFs Trust II0.10%37,963--Jul 31, 2021
VANGUARD INDEX FUNDS0.10%42,643,010955,8812.29%Mar 31, 2024
FIDELITY ADVISOR SERIES VII0.10%843,644-75,300-8.19%Jan 31, 2024
Vanguard Montgomery Funds0.10%23,655--Mar 31, 2024
Nuveen S&P 500 Dynamic Overwrite Fund0.10%2,910--Mar 31, 2024
Natixis ETF Trust0.10%20,00020,000-Mar 31, 2024
VANGUARD INSTITUTIONAL INDEX FUNDS0.10%2,990,954-46,905-1.54%Mar 31, 2024
Fidelity Commonwealth Trust II0.10%641,289-89,717-12.27%Aug 31, 2023
VARIABLE INSURANCE PRODUCTS FUND IV0.09%246,938-13,400-5.15%Mar 31, 2024
T. Rowe Price U.S. Equity Research Fund, Inc.0.09%112,054-8,261-6.87%Mar 31, 2024
FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND0.08%320,986-2,976-0.92%Jan 31, 2024
T. Rowe Price Tax-Efficient Funds, Inc.0.07%6,900--Feb 29, 2024
FRANK FUNDS0.07%60,000--Mar 31, 2024
BNY MELLON FUNDS TRUST0.07%5,345,000--Aug 31, 2023
AQUILA FUNDS TRUST0.07%66,000--Mar 28, 2024
BNY Mellon Absolute Insight Funds, Inc.0.07%1,297,000--Jan 31, 2024
ETFis Series Trust I0.07%98,65811,74613.51%Jan 31, 2024
NUVEEN INVESTMENT TRUST0.07%37,270--Mar 31, 2024
Zacks Trust0.06%5,8035,803-Feb 29, 2024

NiSource's largest mutual fund holder by % of total assets is "DAXOR CORP", owning 17.00K shares, compromising 18.34% of its total assets.

NiSource Institutional Ownership Trends


Institutional Holdings Trend

DateHoldingsChange %
30 Jun, 24619-1.59%
31 Mar, 246291.78%
31 Dec, 236184.92%
30 Sep, 235894.06%
30 Jun, 23566-5.03%
31 Mar, 235962.76%
31 Dec, 225807.41%
30 Sep, 225400.93%
30 Jun, 22535-0.93%
31 Mar, 225404.25%
31 Dec, 215183.81%
30 Sep, 21499-3.29%
30 Jun, 215164.24%
31 Mar, 214955.54%
31 Dec, 20469-0.21%
30 Sep, 204700.64%
30 Jun, 20467-2.10%
31 Mar, 20477-2.85%
31 Dec, 194910.61%
30 Sep, 194880.21%
30 Jun, 19487-0.20%
31 Mar, 194880.21%
31 Dec, 184872.10%
30 Sep, 184770.63%
30 Jun, 18474-0.21%
31 Mar, 18475-3.26%
31 Dec, 174917.21%
30 Sep, 17458-0.65%
30 Jun, 174611.77%
31 Mar, 17453-1.74%
31 Dec, 16461-1.50%
30 Sep, 164682.18%
30 Jun, 164584.33%
31 Mar, 164397.33%
31 Dec, 154093.02%
30 Sep, 15397-17.29%
30 Jun, 154805.49%
31 Mar, 15455-0.87%
31 Dec, 144592.46%
30 Sep, 144484.92%
30 Jun, 144271.18%
31 Mar, 144221.93%
31 Dec, 134147.53%
30 Sep, 133853.77%
30 Jun, 13371130.43%
31 Mar, 131614.55%
31 Dec, 12154-2.53%
30 Sep, 12158-8.14%
30 Jun, 12172-1.71%
31 Mar, 1217510.76%
31 Dec, 1115813.67%
30 Sep, 111397.75%
30 Jun, 111296.61%
31 Mar, 11121-
31 Dec, 1012111.01%
30 Sep, 101094.81%
30 Jun, 10104-2.80%
31 Mar, 1010716.30%
31 Dec, 0992-2.13%
30 Sep, 0994-10.48%
30 Jun, 091056.06%
31 Mar, 0999-10.81%
31 Dec, 081111.83%
30 Sep, 0810934.57%
30 Jun, 0881-18.18%
31 Mar, 08993.13%
31 Dec, 079612.94%
30 Sep, 0785-5.56%
30 Jun, 0790-2.17%
31 Mar, 0792-8.00%
31 Dec, 0610021.95%
30 Sep, 06822.50%
30 Jun, 0680-1.23%
31 Mar, 0681-3.57%
31 Dec, 058416.67%
30 Sep, 0572-5.26%
30 Jun, 057610.14%
31 Mar, 0569-9.21%
31 Dec, 047613.43%
30 Sep, 0467-9.46%
30 Jun, 0474-12.94%
31 Mar, 048523.19%
31 Dec, 03699.52%
30 Sep, 036310.53%
30 Jun, 03577.55%
31 Mar, 0353-1.85%
31 Dec, 02548.00%
30 Sep, 0250-
30 Jun, 025011.11%
31 Mar, 024540.63%
31 Dec, 0132-25.58%
30 Sep, 01432.38%
30 Jun, 0142-2.33%
31 Mar, 014319.44%
31 Dec, 003624.14%
30 Sep, 0029-12.12%
30 Jun, 003350.00%
31 Mar, 0022-
31 Dec, 992210.00%
30 Sep, 9920-9.09%
30 Jun, 9922633.33%
31 Mar, 993-

As of 30 Jun 24, 619 institutions are holding NiSource's shares, representing a decrease of -1.59% compared to the previous quarter.

Shares Outstanding Trend

DateShares OutstandingChange %
30 Jun, 24435,509,8473.18%
31 Mar, 24422,106,1303.07%
31 Dec, 23409,549,2264.98%
30 Sep, 23390,104,168-0.06%
30 Jun, 23390,349,0750.71%
31 Mar, 23387,591,0101.11%
31 Dec, 22383,335,5671.31%
30 Sep, 22378,381,184-2.34%
30 Jun, 22387,454,6451.90%
31 Mar, 22380,217,5210.99%
31 Dec, 21376,495,7120.43%
30 Sep, 21374,878,6351.96%
30 Jun, 21367,679,2891.08%
31 Mar, 21363,760,6101.72%
31 Dec, 20357,604,405-0.68%
30 Sep, 20360,056,5012.94%
30 Jun, 20349,772,2460.79%
31 Mar, 20347,042,569-0.16%
31 Dec, 19347,594,5311.23%
30 Sep, 19343,362,219-0.98%
30 Jun, 19346,761,526-1.78%
31 Mar, 19353,033,1761.32%
31 Dec, 18348,429,1173.03%
30 Sep, 18338,183,4052.07%
30 Jun, 18331,328,7389.41%
31 Mar, 18302,841,8223.12%
31 Dec, 17293,673,4955.13%
30 Sep, 17279,331,5013.70%
30 Jun, 17269,360,041-0.09%
31 Mar, 17269,600,1121.01%
31 Dec, 16266,896,101-0.87%
30 Sep, 16269,231,1211.06%
30 Jun, 16266,415,8940.09%
31 Mar, 16266,183,5000.05%
31 Dec, 15266,042,9270.59%
30 Sep, 15264,481,3894.69%
30 Jun, 15252,634,077-2.61%
31 Mar, 15259,405,8492.10%
31 Dec, 14254,065,361-0.15%
30 Sep, 14254,450,918-0.45%
30 Jun, 14255,603,7872.99%
31 Mar, 14248,191,9440.10%
31 Dec, 13247,945,364-0.99%
30 Sep, 13250,436,5965.81%
30 Jun, 13236,674,912160.57%
31 Mar, 1390,829,539-9.75%
31 Dec, 12100,641,9270.59%
30 Sep, 12100,052,120-9.59%
30 Jun, 12110,666,7373.31%
31 Mar, 12107,124,887-0.70%
31 Dec, 11107,878,6261.62%
30 Sep, 11106,156,539-12.54%
30 Jun, 11121,381,167-69.04%
31 Mar, 11392,028,445306.36%
31 Dec, 1096,473,41513.61%
30 Sep, 1084,915,6446.38%
30 Jun, 1079,824,985-5.78%
31 Mar, 1084,726,2615.86%
31 Dec, 0980,034,5936.47%
30 Sep, 0975,170,649-8.74%
30 Jun, 0982,367,23111.15%
31 Mar, 0974,103,752-18.24%
31 Dec, 0890,636,7793.73%
30 Sep, 0887,374,56612.10%
30 Jun, 0877,943,8643.46%
31 Mar, 0875,333,7906.08%
31 Dec, 0771,018,73811.85%
30 Sep, 0763,492,3382.09%
30 Jun, 0762,193,335165.75%
31 Mar, 0723,402,642-48.59%
31 Dec, 0645,523,135-34.51%
30 Sep, 0669,506,6191.26%
30 Jun, 0668,638,526-2.75%
31 Mar, 0670,582,73412.43%
31 Dec, 0562,777,85320.47%
30 Sep, 0552,110,192-2.36%
30 Jun, 0553,368,698-3.38%
31 Mar, 0555,234,74418.67%
31 Dec, 0446,542,97917.47%
30 Sep, 0439,621,627-6.36%
30 Jun, 0442,310,530-9.88%
31 Mar, 0446,949,51638.06%
31 Dec, 0334,007,322-13.43%
30 Sep, 0339,280,80138.99%
30 Jun, 0328,260,9546.99%
31 Mar, 0326,413,5926.56%
31 Dec, 0224,788,105140.86%
30 Sep, 0210,291,340-37.40%
30 Jun, 0216,439,4972.14%
31 Mar, 0216,095,75458.76%
31 Dec, 0110,138,325-23.60%
30 Sep, 0113,270,229-27.91%
30 Jun, 0118,407,74751.51%
31 Mar, 0112,149,65626.42%
31 Dec, 009,610,82189.38%
30 Sep, 005,074,769-50.56%
30 Jun, 0010,263,98313.04%
31 Mar, 009,079,75269.95%
31 Dec, 995,342,757-6.75%
30 Sep, 995,729,572-24.43%
30 Jun, 997,581,8464056.19%
31 Mar, 99182,423-

NiSource (NI) has 435.51M shares outstanding as of 30 Jun 24, up 3.18% compared to the previous quarter.

Institutional Ownership Trend

DateOwnership %Change %
30 Jun, 2497.23%1.09%
31 Mar, 2494.24%1.00%
31 Dec, 2397.09%1.09%
30 Sep, 2394.34%1.06%
30 Jun, 2394.45%1.07%
31 Mar, 2393.89%1.06%
31 Dec, 2294.16%1.27%
30 Sep, 2286.16%1.09%
30 Jun, 2288.85%1.19%
31 Mar, 2286.24%0.94%
31 Dec, 2195.75%1.05%
30 Sep, 2195.34%1.09%
30 Jun, 2193.56%1.09%
31 Mar, 2192.63%1.07%
31 Dec, 2093.17%1.04%
30 Sep, 2094.50%1.06%
30 Jun, 2094.53%1.15%
31 Mar, 2090.59%1.05%
31 Dec, 1992.78%1.02%
30 Sep, 1995.38%1.11%
30 Jun, 1992.74%1.04%
31 Mar, 1994.55%0.99%
31 Dec, 1897.74%1.13%
30 Sep, 1893.10%1.06%
30 Jun, 1893.54%1.17%
31 Mar, 1889.60%1.13%
31 Dec, 1789.15%1.25%
30 Sep, 1784.36%1.17%
30 Jun, 1784.93%1.22%
31 Mar, 1783.29%1.22%
31 Dec, 1682.63%1.18%
30 Sep, 1683.53%1.22%
30 Jun, 1682.81%1.20%
31 Mar, 1683.10%1.19%
31 Dec, 1583.74%1.21%
30 Sep, 1583.14%1.31%
30 Jun, 1579.57%1.19%
31 Mar, 1581.93%1.27%
31 Dec, 1480.48%1.24%
30 Sep, 1480.68%1.23%
30 Jun, 1481.14%1.30%
31 Mar, 1478.99%1.25%
31 Dec, 1379.37%1.24%
30 Sep, 1380.06%1.39%
30 Jun, 1375.81%8.89%
31 Mar, 1329.20%2.77%
31 Dec, 1232.48%2.73%
30 Sep, 1234.47%2.28%
30 Jun, 1238.91%2.71%
31 Mar, 1237.87%2.56%
31 Dec, 1138.47%2.69%
30 Sep, 1137.80%2.01%
30 Jun, 1143.32%0.22%
31 Mar, 11140.36%11.71%
31 Dec, 1034.62%3.71%
30 Sep, 1030.53%3.69%
30 Jun, 1028.76%3.07%
31 Mar, 1030.60%3.61%
31 Dec, 0929.09%3.91%
30 Sep, 0927.30%3.04%
30 Jun, 0929.98%4.11%
31 Mar, 0927.03%2.47%
31 Dec, 0833.08%3.25%
30 Sep, 0831.89%3.94%
30 Jun, 0828.45%3.76%
31 Mar, 0827.50%4.09%
31 Dec, 0725.94%4.83%
30 Sep, 0723.18%4.49%
30 Jun, 0722.71%31.05%
31 Mar, 078.55%3.08%
31 Dec, 0616.66%2.56%
30 Sep, 0625.51%4.02%
30 Jun, 0625.20%3.75%
31 Mar, 0625.92%4.84%
31 Dec, 0523.14%6.29%
30 Sep, 0519.18%4.95%
30 Jun, 0519.68%4.71%
31 Mar, 0520.43%6.56%
31 Dec, 0417.65%7.76%
30 Sep, 0415.08%5.81%
30 Jun, 0416.12%5.03%
31 Mar, 0417.90%10.32%
31 Dec, 0313.17%5.83%
30 Sep, 0315.03%12.85%
30 Jun, 0310.82%9.99%
31 Mar, 0310.41%10.91%
31 Dec, 029.77%39.02%
30 Sep, 025.00%7.83%
30 Jun, 028.00%13.03%
31 Mar, 027.83%32.18%
31 Dec, 014.93%11.82%
30 Sep, 016.46%8.04%
30 Jun, 018.97%25.53%
31 Mar, 015.93%9.50%
31 Dec, 007.90%44.59%
30 Sep, 004.21%5.81%
30 Jun, 008.51%15.95%
31 Mar, 007.30%38.39%
31 Dec, 994.36%21.45%
30 Sep, 994.51%12.75%
30 Jun, 995.95%27274.41%
31 Mar, 990.15%-

As of 30 Jun 24, NiSource is held by 97.23% institutional shareholders, representing a 1.09% growth compared to 31 Mar 24.

Institutional Increased Positions Trend

DateIncreased PositionsChange %
30 Jun, 24313-5.72%
31 Mar, 243323.43%
31 Dec, 2332114.23%
30 Sep, 2328110.63%
30 Jun, 23254-16.45%
31 Mar, 23304-5.88%
31 Dec, 2232324.71%
30 Sep, 22259-3.72%
30 Jun, 22269-0.74%
31 Mar, 22271-10.86%
31 Dec, 2130431.03%
30 Sep, 21232-10.08%
30 Jun, 212580.78%
31 Mar, 2125625.49%
31 Dec, 20204-1.92%
30 Sep, 20208-2.80%
30 Jun, 20214-0.93%
31 Mar, 20216-13.60%
31 Dec, 192506.38%
30 Sep, 192354.44%
30 Jun, 19225-6.64%
31 Mar, 192416.64%
31 Dec, 18226-4.64%
30 Sep, 182379.72%
30 Jun, 182169.64%
31 Mar, 18197-21.83%
31 Dec, 1725218.31%
30 Sep, 172139.79%
30 Jun, 17194-9.35%
31 Mar, 172140.94%
31 Dec, 16212-2.30%
30 Sep, 16217-5.65%
30 Jun, 162305.02%
31 Mar, 1621915.26%
31 Dec, 151902.15%
30 Sep, 15186-15.84%
30 Jun, 1522115.10%
31 Mar, 15192-
31 Dec, 141922.67%
30 Sep, 141877.47%
30 Jun, 14174-4.40%
31 Mar, 14182-2.15%
31 Dec, 1318615.53%
30 Sep, 13161-39.25%
30 Jun, 13265223.17%
31 Mar, 1382-8.89%
31 Dec, 129013.92%
30 Sep, 1279-9.20%
30 Jun, 1287-1.14%
31 Mar, 12881.15%
31 Dec, 118712.99%
30 Sep, 11772.67%
30 Jun, 117522.95%
31 Mar, 1161-3.17%
31 Dec, 1063-
30 Sep, 106321.15%
30 Jun, 1052-11.86%
31 Mar, 105934.09%
31 Dec, 094437.50%
30 Sep, 0932-40.74%
30 Jun, 0954-6.90%
31 Mar, 0958-9.38%
31 Dec, 08646.67%
30 Sep, 086057.89%
30 Jun, 0838-26.92%
31 Mar, 0852-5.45%
31 Dec, 075537.50%
30 Sep, 0740-18.37%
30 Jun, 0749-3.92%
31 Mar, 0751-12.07%
31 Dec, 065818.37%
30 Sep, 064963.33%
30 Jun, 0630-23.08%
31 Mar, 0639-18.75%
31 Dec, 054811.63%
30 Sep, 0543-4.44%
30 Jun, 054521.62%
31 Mar, 0537-19.57%
31 Dec, 044612.20%
30 Sep, 044113.89%
30 Jun, 0436-28.00%
31 Mar, 045019.05%
31 Dec, 034213.51%
30 Sep, 033715.63%
30 Jun, 0332-13.51%
31 Mar, 0337-9.76%
31 Dec, 024157.69%
30 Sep, 0226-16.13%
30 Jun, 0231-
31 Mar, 0231121.43%
31 Dec, 0114-50.00%
30 Sep, 0128-9.68%
30 Jun, 013110.71%
31 Mar, 012812.00%
31 Dec, 0025127.27%
30 Sep, 0011-50.00%
30 Jun, 0022144.44%
31 Mar, 009-30.77%
31 Dec, 991330.00%
30 Sep, 9910-52.38%
30 Jun, 9921600.00%
31 Mar, 993-

313 institutional shareholders have increased their position in NI stock as of 30 Jun 24 compared to 332 in the previous quarter (a -5.72% decrease).

Institutional Reduced Positions Trend

DateReduced PositionsChange %
30 Jun, 241922.67%
31 Mar, 24187-6.97%
31 Dec, 232014.15%
30 Sep, 231933.76%
30 Jun, 2318612.05%
31 Mar, 231663.75%
31 Dec, 22160-9.60%
30 Sep, 221779.94%
30 Jun, 22161-10.06%
31 Mar, 2217950.42%
31 Dec, 21119-21.71%
30 Sep, 21152-
30 Jun, 211526.29%
31 Mar, 21143-14.88%
31 Dec, 2016812.75%
30 Sep, 20149-2.61%
30 Jun, 20153-5.56%
31 Mar, 201628.00%
31 Dec, 191505.63%
30 Sep, 19142-5.33%
30 Jun, 191505.63%
31 Mar, 19142-10.69%
31 Dec, 1815920.45%
30 Sep, 18132-7.04%
30 Jun, 18142-18.86%
31 Mar, 1817535.66%
31 Dec, 17129-11.64%
30 Sep, 17146-12.05%
30 Jun, 1716611.41%
31 Mar, 17149-5.70%
31 Dec, 161586.76%
30 Sep, 1614810.45%
30 Jun, 161342.29%
31 Mar, 161311.55%
31 Dec, 151291.57%
30 Sep, 15127-21.60%
30 Jun, 15162-0.61%
31 Mar, 15163-4.12%
31 Dec, 141703.03%
30 Sep, 141657.14%
30 Jun, 141540.65%
31 Mar, 141533.38%
31 Dec, 13148-1.99%
30 Sep, 13151155.93%
30 Jun, 1359-1.67%
31 Mar, 136046.34%
31 Dec, 1241-22.64%
30 Sep, 1253-13.11%
30 Jun, 1261-
31 Mar, 126115.09%
31 Dec, 115332.50%
30 Sep, 1140-
30 Jun, 11402.56%
31 Mar, 1139-7.14%
31 Dec, 104231.25%
30 Sep, 1032-8.57%
30 Jun, 10352.94%
31 Mar, 1034-8.11%
31 Dec, 0937-15.91%
30 Sep, 094433.33%
30 Jun, 093332.00%
31 Mar, 0925-28.57%
31 Dec, 083534.62%
30 Sep, 0826-3.70%
30 Jun, 0827-6.90%
31 Mar, 082920.83%
31 Dec, 0724-33.33%
30 Sep, 073638.46%
30 Jun, 07264.00%
31 Mar, 07258.70%
31 Dec, 06234.55%
30 Sep, 0622-33.33%
30 Jun, 063322.22%
31 Mar, 062717.39%
31 Dec, 052364.29%
30 Sep, 0514-12.50%
30 Jun, 0516-20.00%
31 Mar, 0520-9.09%
31 Dec, 042222.22%
30 Sep, 0418-28.00%
30 Jun, 042525.00%
31 Mar, 04205.26%
31 Dec, 031918.75%
30 Sep, 03166.67%
30 Jun, 0315150.00%
31 Mar, 036-25.00%
31 Dec, 028-42.86%
30 Sep, 021440.00%
30 Jun, 021066.67%
31 Mar, 026-40.00%
31 Dec, 011066.67%
30 Sep, 016-
30 Jun, 016-14.29%
31 Mar, 01716.67%
31 Dec, 006-45.45%
30 Sep, 0011175.00%
30 Jun, 004-55.56%
31 Mar, 009125.00%
31 Dec, 994-33.33%
30 Sep, 996-
30 Jun, 99--
31 Mar, 99--

192 institutional shareholders have reduced their position in NI stock as of 30 Jun 24 compared to 187 in the previous quarter (a 2.67% increase).

All Institutional Ownership Trend Data

DateHoldingsChange %Shares OutstandingChange %Ownership %Change %Increased PositionsChange %Reduced PositionsChange %
30 Jun, 24619-1.59%435,509,8473.18%97.23%1.09%313-5.72%1922.67%
31 Mar, 246291.78%422,106,1303.07%94.24%1.00%3323.43%187-6.97%
31 Dec, 236184.92%409,549,2264.98%97.09%1.09%32114.23%2014.15%
30 Sep, 235894.06%390,104,168-0.06%94.34%1.06%28110.63%1933.76%
30 Jun, 23566-5.03%390,349,0750.71%94.45%1.07%254-16.45%18612.05%
31 Mar, 235962.76%387,591,0101.11%93.89%1.06%304-5.88%1663.75%
31 Dec, 225807.41%383,335,5671.31%94.16%1.27%32324.71%160-9.60%
30 Sep, 225400.93%378,381,184-2.34%86.16%1.09%259-3.72%1779.94%
30 Jun, 22535-0.93%387,454,6451.90%88.85%1.19%269-0.74%161-10.06%
31 Mar, 225404.25%380,217,5210.99%86.24%0.94%271-10.86%17950.42%
31 Dec, 215183.81%376,495,7120.43%95.75%1.05%30431.03%119-21.71%
30 Sep, 21499-3.29%374,878,6351.96%95.34%1.09%232-10.08%152-
30 Jun, 215164.24%367,679,2891.08%93.56%1.09%2580.78%1526.29%
31 Mar, 214955.54%363,760,6101.72%92.63%1.07%25625.49%143-14.88%
31 Dec, 20469-0.21%357,604,405-0.68%93.17%1.04%204-1.92%16812.75%
30 Sep, 204700.64%360,056,5012.94%94.50%1.06%208-2.80%149-2.61%
30 Jun, 20467-2.10%349,772,2460.79%94.53%1.15%214-0.93%153-5.56%
31 Mar, 20477-2.85%347,042,569-0.16%90.59%1.05%216-13.60%1628.00%
31 Dec, 194910.61%347,594,5311.23%92.78%1.02%2506.38%1505.63%
30 Sep, 194880.21%343,362,219-0.98%95.38%1.11%2354.44%142-5.33%
30 Jun, 19487-0.20%346,761,526-1.78%92.74%1.04%225-6.64%1505.63%
31 Mar, 194880.21%353,033,1761.32%94.55%0.99%2416.64%142-10.69%
31 Dec, 184872.10%348,429,1173.03%97.74%1.13%226-4.64%15920.45%
30 Sep, 184770.63%338,183,4052.07%93.10%1.06%2379.72%132-7.04%
30 Jun, 18474-0.21%331,328,7389.41%93.54%1.17%2169.64%142-18.86%
31 Mar, 18475-3.26%302,841,8223.12%89.60%1.13%197-21.83%17535.66%
31 Dec, 174917.21%293,673,4955.13%89.15%1.25%25218.31%129-11.64%
30 Sep, 17458-0.65%279,331,5013.70%84.36%1.17%2139.79%146-12.05%
30 Jun, 174611.77%269,360,041-0.09%84.93%1.22%194-9.35%16611.41%
31 Mar, 17453-1.74%269,600,1121.01%83.29%1.22%2140.94%149-5.70%
31 Dec, 16461-1.50%266,896,101-0.87%82.63%1.18%212-2.30%1586.76%
30 Sep, 164682.18%269,231,1211.06%83.53%1.22%217-5.65%14810.45%
30 Jun, 164584.33%266,415,8940.09%82.81%1.20%2305.02%1342.29%
31 Mar, 164397.33%266,183,5000.05%83.10%1.19%21915.26%1311.55%
31 Dec, 154093.02%266,042,9270.59%83.74%1.21%1902.15%1291.57%
30 Sep, 15397-17.29%264,481,3894.69%83.14%1.31%186-15.84%127-21.60%
30 Jun, 154805.49%252,634,077-2.61%79.57%1.19%22115.10%162-0.61%
31 Mar, 15455-0.87%259,405,8492.10%81.93%1.27%192-163-4.12%
31 Dec, 144592.46%254,065,361-0.15%80.48%1.24%1922.67%1703.03%
30 Sep, 144484.92%254,450,918-0.45%80.68%1.23%1877.47%1657.14%
30 Jun, 144271.18%255,603,7872.99%81.14%1.30%174-4.40%1540.65%
31 Mar, 144221.93%248,191,9440.10%78.99%1.25%182-2.15%1533.38%
31 Dec, 134147.53%247,945,364-0.99%79.37%1.24%18615.53%148-1.99%
30 Sep, 133853.77%250,436,5965.81%80.06%1.39%161-39.25%151155.93%
30 Jun, 13371130.43%236,674,912160.57%75.81%8.89%265223.17%59-1.67%
31 Mar, 131614.55%90,829,539-9.75%29.20%2.77%82-8.89%6046.34%
31 Dec, 12154-2.53%100,641,9270.59%32.48%2.73%9013.92%41-22.64%
30 Sep, 12158-8.14%100,052,120-9.59%34.47%2.28%79-9.20%53-13.11%
30 Jun, 12172-1.71%110,666,7373.31%38.91%2.71%87-1.14%61-
31 Mar, 1217510.76%107,124,887-0.70%37.87%2.56%881.15%6115.09%
31 Dec, 1115813.67%107,878,6261.62%38.47%2.69%8712.99%5332.50%
30 Sep, 111397.75%106,156,539-12.54%37.80%2.01%772.67%40-
30 Jun, 111296.61%121,381,167-69.04%43.32%0.22%7522.95%402.56%
31 Mar, 11121-392,028,445306.36%140.36%11.71%61-3.17%39-7.14%
31 Dec, 1012111.01%96,473,41513.61%34.62%3.71%63-4231.25%
30 Sep, 101094.81%84,915,6446.38%30.53%3.69%6321.15%32-8.57%
30 Jun, 10104-2.80%79,824,985-5.78%28.76%3.07%52-11.86%352.94%
31 Mar, 1010716.30%84,726,2615.86%30.60%3.61%5934.09%34-8.11%
31 Dec, 0992-2.13%80,034,5936.47%29.09%3.91%4437.50%37-15.91%
30 Sep, 0994-10.48%75,170,649-8.74%27.30%3.04%32-40.74%4433.33%
30 Jun, 091056.06%82,367,23111.15%29.98%4.11%54-6.90%3332.00%
31 Mar, 0999-10.81%74,103,752-18.24%27.03%2.47%58-9.38%25-28.57%
31 Dec, 081111.83%90,636,7793.73%33.08%3.25%646.67%3534.62%
30 Sep, 0810934.57%87,374,56612.10%31.89%3.94%6057.89%26-3.70%
30 Jun, 0881-18.18%77,943,8643.46%28.45%3.76%38-26.92%27-6.90%
31 Mar, 08993.13%75,333,7906.08%27.50%4.09%52-5.45%2920.83%
31 Dec, 079612.94%71,018,73811.85%25.94%4.83%5537.50%24-33.33%
30 Sep, 0785-5.56%63,492,3382.09%23.18%4.49%40-18.37%3638.46%
30 Jun, 0790-2.17%62,193,335165.75%22.71%31.05%49-3.92%264.00%
31 Mar, 0792-8.00%23,402,642-48.59%8.55%3.08%51-12.07%258.70%
31 Dec, 0610021.95%45,523,135-34.51%16.66%2.56%5818.37%234.55%
30 Sep, 06822.50%69,506,6191.26%25.51%4.02%4963.33%22-33.33%
30 Jun, 0680-1.23%68,638,526-2.75%25.20%3.75%30-23.08%3322.22%
31 Mar, 0681-3.57%70,582,73412.43%25.92%4.84%39-18.75%2717.39%
31 Dec, 058416.67%62,777,85320.47%23.14%6.29%4811.63%2364.29%
30 Sep, 0572-5.26%52,110,192-2.36%19.18%4.95%43-4.44%14-12.50%
30 Jun, 057610.14%53,368,698-3.38%19.68%4.71%4521.62%16-20.00%
31 Mar, 0569-9.21%55,234,74418.67%20.43%6.56%37-19.57%20-9.09%
31 Dec, 047613.43%46,542,97917.47%17.65%7.76%4612.20%2222.22%
30 Sep, 0467-9.46%39,621,627-6.36%15.08%5.81%4113.89%18-28.00%
30 Jun, 0474-12.94%42,310,530-9.88%16.12%5.03%36-28.00%2525.00%
31 Mar, 048523.19%46,949,51638.06%17.90%10.32%5019.05%205.26%
31 Dec, 03699.52%34,007,322-13.43%13.17%5.83%4213.51%1918.75%
30 Sep, 036310.53%39,280,80138.99%15.03%12.85%3715.63%166.67%
30 Jun, 03577.55%28,260,9546.99%10.82%9.99%32-13.51%15150.00%
31 Mar, 0353-1.85%26,413,5926.56%10.41%10.91%37-9.76%6-25.00%
31 Dec, 02548.00%24,788,105140.86%9.77%39.02%4157.69%8-42.86%
30 Sep, 0250-10,291,340-37.40%5.00%7.83%26-16.13%1440.00%
30 Jun, 025011.11%16,439,4972.14%8.00%13.03%31-1066.67%
31 Mar, 024540.63%16,095,75458.76%7.83%32.18%31121.43%6-40.00%
31 Dec, 0132-25.58%10,138,325-23.60%4.93%11.82%14-50.00%1066.67%
30 Sep, 01432.38%13,270,229-27.91%6.46%8.04%28-9.68%6-
30 Jun, 0142-2.33%18,407,74751.51%8.97%25.53%3110.71%6-14.29%
31 Mar, 014319.44%12,149,65626.42%5.93%9.50%2812.00%716.67%
31 Dec, 003624.14%9,610,82189.38%7.90%44.59%25127.27%6-45.45%
30 Sep, 0029-12.12%5,074,769-50.56%4.21%5.81%11-50.00%11175.00%
30 Jun, 003350.00%10,263,98313.04%8.51%15.95%22144.44%4-55.56%
31 Mar, 0022-9,079,75269.95%7.30%38.39%9-30.77%9125.00%
31 Dec, 992210.00%5,342,757-6.75%4.36%21.45%1330.00%4-33.33%
30 Sep, 9920-9.09%5,729,572-24.43%4.51%12.75%10-52.38%6-
30 Jun, 9922633.33%7,581,8464056.19%5.95%27274.41%21600.00%--
31 Mar, 993-182,423-0.15%-3---

NiSource Insider Shareholders Trades


Open Market Insider Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Aug 15, 2024Birmingham Melodyofficer EVP & President NI UtilitiesS-SaleSell7,151$31.55$225.58K41,923
Jun 03, 2024Berman Melanie B.officer CHRO & SVP AdministrationS-SaleSell3,742$27.96$104.64K19,977
Mar 19, 2024Gode Gunnarofficer VP & Chief Accounting OfficerS-SaleSell950$26.46$25.13K28,526
Mar 07, 2024Brown Donald Eugeneofficer EVP & Chief Innovation OfficerS-SaleSell37,490$26.78$1.00M195,855
Mar 07, 2024Berman Melanie B.officer SVP & CHROS-SaleSell11,141$26.66$296.96K23,719

Open Market Insider Buys

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource

Insider Sells

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Aug 15, 2024Birmingham Melodyofficer EVP & President NI UtilitiesS-SaleSell7,151$31.55$225.58K41,923
Jul 03, 2024Birmingham Melodyofficer EVP & President NI UtilitiesF-InKindSell9,422$28.70$270.41K49,074
Jul 03, 2024Jefferson William Jr.officer EVP, Chief Op & Safety OfficerF-InKindSell4,582$28.70$131.50K37,493
Jun 03, 2024Berman Melanie B.officer CHRO & SVP AdministrationS-SaleSell3,742$27.96$104.64K19,977
Mar 21, 2024McAvoy Johndirector-Sell---12
Mar 19, 2024Gode Gunnarofficer VP & Chief Accounting OfficerS-SaleSell950$26.46$25.13K28,526
Mar 07, 2024Brown Donald Eugeneofficer EVP & Chief Innovation OfficerS-SaleSell37,490$26.78$1.00M195,855
Mar 07, 2024Berman Melanie B.officer SVP & CHROS-SaleSell11,141$26.66$296.96K23,719

All Insider Owners Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Aug 15, 2024Birmingham Melodyofficer EVP & President NI UtilitiesS-SaleSell7,151$31.55$225.58K41,923
Jul 03, 2024Birmingham Melodyofficer EVP & President NI UtilitiesF-InKindSell9,422$28.70$270.41K49,074
Jul 03, 2024Jefferson William Jr.officer EVP, Chief Op & Safety OfficerF-InKindSell4,582$28.70$131.50K37,493
Jun 03, 2024Berman Melanie B.officer CHRO & SVP AdministrationS-SaleSell3,742$27.96$104.64K19,977
May 15, 2024McAvoy Johndirector-A-AwardBuy6,042$28.80$174.01K6,981
May 15, 2024Lee Cassandra S.director-A-AwardBuy6,042$28.80$174.01K19,433
May 15, 2024KABAT KEVIN Tdirector-A-AwardBuy6,042$28.80$174.01K57,781
May 15, 2024JOHNSON WILLIAM Ddirector-A-AwardBuy6,042$28.80$174.01K18,921
May 15, 2024Jesanis Michael Edirector-A-AwardBuy6,042$28.80$174.01K54,175
May 15, 2024Hersman Deborahdirector-A-AwardBuy6,042$28.80$174.01K36,632
May 15, 2024HENRETTA DEBORAH Adirector-A-AwardBuy6,042$28.80$174.01K64,912
May 15, 2024BUTLER ERIC Ldirector-A-AwardBuy6,042$28.80$174.01K59,018
May 15, 2024Bunting Theodore H JRdirector-A-AwardBuy6,042$28.80$174.01K40,662
May 15, 2024Barbour Sondra Ldirector-A-AwardBuy6,042$28.80$174.01K19,644
May 15, 2024ALTABEF PETERdirector-A-AwardBuy6,042$28.80$174.01K47,941
Mar 21, 2024McAvoy Johndirector-A-AwardBuy927$26.84$24.88K939
Mar 21, 2024McAvoy Johndirector-Sell---12
Mar 19, 2024Gode Gunnarofficer VP & Chief Accounting OfficerS-SaleSell950$26.46$25.13K28,526
Mar 07, 2024Brown Donald Eugeneofficer EVP & Chief Innovation OfficerS-SaleSell37,490$26.78$1.00M195,855
Mar 07, 2024Berman Melanie B.officer SVP & CHROS-SaleSell11,141$26.66$296.96K23,719

The last insider sell of NiSource's stock was made by Birmingham Melody on Aug 15 2024, selling 7,151 shares at $31.55 per share (valued at $225.58K).

NiSource Insider Ownership Trends


All Insider Trades Trend

DateBuySellBuy/Sell Ratio
Q3 2024-3-
Q2 20241111100.00%
Q1 20242423104.35%
Q4 2023-3-
Q3 20231520.00%
Q2 20231211200.00%
Q1 20232421114.29%
Q4 2022---
Q3 20222366.67%
Q2 202212--
Q1 20221916118.75%
Q4 2021-1-
Q3 2021-3-
Q2 2021153500.00%
Q1 2021212295.45%
Q4 2020-3-
Q3 202041400.00%
Q2 2020114275.00%
Q1 20202316143.75%
Q4 2019-1-

0 total buy trades, and 3 total sell trades (buy/sell ratio of 0.00%) were made by NiSource's insiders, as of Q3 2024.

Open Market Insider Trades Trend

DateBuySellBuy/Sell Ratio
Q3 2024-1-
Q2 2024-1-
Q1 2024-3-
Q4 2023-1-
Q3 20231333.33%
Q2 2023-1-
Q1 2023-2-
Q4 2022---
Q3 2022---
Q2 2022---
Q1 2022---
Q4 2021---
Q3 2021-2-
Q2 202143133.33%
Q1 2021-3-
Q4 2020-2-
Q3 2020-1-
Q2 2020---
Q1 2020-4-
Q4 2019---

As of Q3 2024, Insider owners conducted 0 open market buy trades and 1 open market sell trades of NiSource's stocks.

NiSource Peer Ownership


TickerCompany
NJRNew Jersey Resources Corporation
UGIUGI Corporation
NWNNorthwest Natural Holding Company
CPKChesapeake Utilities Corporation
ATOAtmos Energy Corporation
OGSONE Gas, Inc.
SRSpire Inc.
RGCORGC Resources, Inc.

NI Ownership FAQ


NiSource is owned by institutional shareholders (97.23%), insiders (0.14%), and public (2.63%). The largest institutional shareholder of NiSource is VANGUARD GROUP INC (12.42% of total shares) and the top mutual fund owner is DAXOR CORP (18.34% of total shares).

NiSource's major institutional shareholders are VANGUARD GROUP INC, BLACKROCK INC., STATE STREET CORP, DEUTSCHE BANK AG\, and T. ROWE PRICE INVESTMENT MANAGEMENT, INC.. The top five shareholders own together 33.87% of the company's share outstanding.

As of Jun 2024, there are 619 institutional shareholders of NiSource.

VANGUARD GROUP INC owns 55.64M shares of NiSource, representing 12.42% of the company's total shares outstanding, valued at $1.6B (as of Jun 2024).

As of Jun 2024, BLACKROCK INC holds 42.9M shares of NiSource (NI), compromising 9.58% of the company, valued at $1.24B.

STATE STREET CORP is the third largest holder of NiSource. The company owns 21.44M of the company's shares outstanding (worth $617.8B).