NiSource Ownership | Who Owns NiSource?
NiSource Ownership Summary
NiSource is owned by 97.30% institutional investors, 0.14% insiders, and 2.57% retail investors. Vanguard group is the largest institutional shareholder, holding 12.42% of NI shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 3.12% of its assets in NiSource shares.
NI Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | NiSource | 97.30% | 0.14% | 2.57% |
| Sector | Utilities Stocks | 61.10% | 5.42% | 33.48% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 55.64M | 12.42% | $1.60B |
| Blackrock | 42.90M | 9.58% | $1.24B |
| State street | 21.44M | 4.79% | $617.80M |
| Deutsche bank ag\ | 17.95M | 4.01% | $517.21M |
| T. rowe price investment management | 13.75M | 3.07% | $396.16M |
| Fmr | 11.30M | 2.52% | $325.46M |
| Jennison associates | 10.72M | 2.37% | $394.07M |
| Geode capital management | 10.57M | 2.36% | $303.67M |
| Cohen & steers | 9.71M | 2.17% | $279.80M |
| Invesco | 8.75M | 1.95% | $252.23M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Maple-brown abbott | 2.31M | 10.36% | $84.96M |
| Hite hedge asset management | 1.62M | 4.56% | $46.61M |
| Zimmer partners, lp | 7.96M | 4.23% | $229.43M |
| Reaves w h | 3.40M | 3.31% | $98.10M |
| Decade renewable partners lp | 210.82K | 2.96% | $6.07M |
| Beck bode | 438.51K | 2.54% | $12.63M |
| Greenland capital management lp | 549.63K | 2.33% | $15.83M |
| Covalis capital llp | 575.53K | 2.25% | $16.58M |
| Thompson siegel & walmsley | 4.21M | 1.94% | $121.42M |
| Cramer rosenthal mcglynn | 907.76K | 1.53% | $26.15M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Jpmorgan chase | 7.91M | 0.02% | 6.30M |
| Norges bank | 3.92M | 0.02% | 3.92M |
| Wellington management group llp | 6.66M | 0.03% | 2.92M |
| Price t rowe associates inc /md/ | 6.40M | 0.02% | 2.65M |
| Invesco | 8.75M | 0.05% | 2.42M |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Morgan stanley | 4.91M | 0.01% | -2.69M |
| Point72 asset management | 2.01M | 0.15% | -1.92M |
| Covalis capital llp | 575.53K | 2.25% | -1.43M |
| Fmr | 11.30M | 0.02% | -1.02M |
| Schonfeld strategic advisors | - | - | -951.24K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 3.92M | 0.02% | 3.92M | $112.96M |
| Artemis investment management llp | 593.88K | 0.31% | 593.88K | $21.83M |
| Fil | 554.89K | 0.02% | 554.89K | $15.99M |
| Avantax advisory services | 132.37K | 0.03% | 132.37K | $3.81M |
| Corebridge financial | 114.55K | 0.02% | 114.55K | $3.30M |
Sold Out
| Holder | Change |
|---|---|
| Rakuten securities | -3.00 |
| Mendota financial group | -4.00 |
| Annis gardner whiting capital advisors | -5.00 |
| Westend advisors | -6.00 |
| Abound wealth management | -16.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 30, 2024 | 677 | 5.95% | 439,676,764 | 0.35% | 97 | 1.02% | 332 | 1.84% | 231 | 17.26% |
| Jun 30, 2024 | 630 | - | 436,462,991 | 3.40% | 97 | 1.10% | 321 | -3.60% | 195 | 4.28% |
| Mar 31, 2024 | 630 | 1.94% | 422,102,551 | 3.07% | 94 | 1.00% | 333 | 3.74% | 187 | -6.97% |
| Dec 31, 2023 | 618 | 4.92% | 409,549,226 | 4.98% | 97 | 1.09% | 321 | 14.23% | 201 | 4.15% |
| Sep 30, 2023 | 589 | 4.06% | 390,104,168 | -0.06% | 94 | 1.06% | 281 | 10.63% | 193 | 3.76% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | 14.58M | 3.12% | 436.30K |
| T. Rowe Price Capital Appreciation | 13.87M | 2.97% | - |
| Vanguard Institutional 500 Index Trust | 12.64M | 2.71% | 590.16K |
| iShares Select Dividend ETF | 8.06M | 1.73% | 20.52K |
| The Utilities Select Sector SPDR® ETF | 6.59M | 1.41% | 3.05K |
| Franklin Utilities A1 | 6.30M | 1.35% | - |
| Franklin Utilities Fund A1 | 6.30M | 1.35% | - |
| Vanguard Small Cap Index | 5.94M | 1.27% | 281.92K |
| SPDR® S&P 500® ETF Trust | 5.85M | 1.25% | 44.00K |
| Pictet Glbl Sel Fd Glbl Utilities Eq P | 5.75M | 1.23% | -303.30K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Aug 21, 2024 | Anderson Shawn | EVP & CFO | Sell | $216.98K |
| Aug 19, 2024 | Jefferson William Jr. | EVP, Chief Op & Safety Officer | Sell | $139.95K |
| Aug 13, 2024 | Birmingham Melody | EVP & President NI Utilities | Sell | $225.58K |
| May 30, 2024 | Berman Melanie B. | CHRO & SVP Administration | Sell | $104.64K |
| Mar 15, 2024 | Gode Gunnar | VP & Chief Accounting Officer | Sell | $25.13K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q3 | - | 3 |
| 2024 Q2 | - | 1 |
| 2024 Q1 | - | 3 |
| 2023 Q4 | - | 1 |
| 2023 Q3 | 1 | 3 |
NI Ownership FAQ
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