DOSSIER · 13F Holders · Q1 2026Utilities · Electric & Other Services Combined
NI

NISOURCE INC

921 institutions still hold NISOURCE INC as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 65473P105·Electric & Other Services Combined·921 13F holders·last filed Mar 31, 2026
Market cap
13F value held
$13.6B
visible holders
Holders
921
filers reporting
Concentration
17.71%
BlackRock, Inc. #1
top holder share
AI Holders Summary · Q1 2026

Lincoln Capital Corp's NiSource share count fell slightly this quarter — down 0.5%, a real if modest outflow — while the position's reported dollar value actually rose $42,454, entirely on the stock's price gain. Hartford Investment Management shows the identical pattern at a smaller scale. Those are minor contradictions next to the quarter's real headline: Assenagon Asset Management, flagged quasi-passive, cut its stake 25.8% — a genuine $10.6 million outflow, the largest sale among NiSource's 106 tracked holders — while the Pennsylvania Public School Employees' Retirement System, the stock's largest holder, cut 10.0% ($4.0 million real outflow). TEMA ETFs made the largest real purchase, adding 45.3% of its position for a genuine $7.9 million buy, and Union Bancaire Privee added 64.8% ($3.0 million real buy).

The real headline sits at a much larger scale

Those small contradictions are footnotes next to the quarter's genuine sell-side story. Assenagon Asset Management, flagged quasi-passive in this dataset, cut its NiSource stake 25.8% — from 864,692 to 641,329 shares, a real $10.6 million outflow, the largest sale among the stock's 106 tracked holders. The Pennsylvania Public School Employees' Retirement System, NiSource's largest holder, cut 10.0% (846,932 to 761,849 shares, a real $4.0 million outflow). Goelzer Investment Management trimmed a smaller 3.6% ($420 thousand real outflow).

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
BlackRock, Inc.
CIK 0002012383
$2.4B51.5M0.04%Q1 2026
02
T. Rowe Price Investment Management, Inc.
CIK 0001897612
$2.3B49.8M1.60%Q1 2026
03
VANGUARD CAPITAL MANAGEMENT LLC
CIK 0002100119· Index
$1.5B31.1M0.04%Q1 2026
04
STATE STREET CORP
CIK 0000093751
$1.3B27.1M0.04%Q1 2026
05
Vanguard Portfolio Management
CIK 0002100121· Index
$1.3B27.0M0.07%Q1 2026
06
GEODE CAPITAL MANAGEMENT, LLC
CIK 0001214717· Index
$586M12.6M0.04%Q1 2026
07
DEUTSCHE BANK AG\
CIK 0000948046
$547M11.7M0.18%Q1 2026
08
FMR LLC
CIK 0000315066
$430M9.2M0.02%Q1 2026
09
JPMORGAN CHASE & CO
CIK 0000019617
$398M8.6M0.03%Q1 2026
10
JENNISON ASSOCIATES LLC
CIK 0000053417
$394M9.4M0.24%Q4 2025
11
Invesco Ltd.
CIK 0000914208
$364M7.8M0.04%Q1 2026
12
FRANKLIN RESOURCES INC
CIK 0000038777
$279M6.0M0.07%Q1 2026
13
UBS Group AG
CIK 0001610520
$274M5.9M0.04%Q1 2026
14
Newport Trust Company, LLC
CIK 0001722329
$261M5.6M0.64%Q1 2026
15
MORGAN STANLEY
CIK 0000895421
$256M5.5M0.02%Q1 2026
16
Pictet Asset Management Holding SA
CIK 0001993888
$225M4.8M0.24%Q1 2026
17
COHEN & STEERS, INC.
CIK 0001284812
$219M4.7M0.38%Q1 2026
18
WELLINGTON MANAGEMENT GROUP LLP
CIK 0000902219
$212M4.5M0.04%Q1 2026
19
Soroban Capital Partners LP
CIK 0001517857
$210M4.5M0.40%Q1 2026
20
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
CIK 0000884546· Index
$209M4.5M0.03%Q1 2026
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Insiders at NISOURCE INC
Jesanis Michael EBerman Melanie B.Lee Cassandra S.Hersman DeborahJohnson William DKabat Kevin TLuhrs MichaelYates Lloyd M