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NI · D in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

NID
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • NI
  • D
0102030202120222023202420252026
Holders and value by quarter
QuarterNID
Q3 202012 holders, $1.9bn20 holders, $8.7bn
Q4 20209 holders, $1.6bn28 holders, $7.2bn
Q1 202110 holders, $1.7bn26 holders, $7.4bn
Q2 202112 holders, $1.4bn21 holders, $7.5bn
Q3 202111 holders, $1.2bn16 holders, $7.2bn
Q4 202113 holders, $1.1bn18 holders, $8.2bn
Q1 202213 holders, $1.5bn19 holders, $9.3bn
Q2 202210 holders, $1.3bn20 holders, $9.3bn
Q3 202211 holders, $851m17 holders, $7.5bn
Q4 202213 holders, $920m24 holders, $6.3bn
Q1 202313 holders, $742m19 holders, $6.1bn
Q2 20239 holders, $679m12 holders, $5.7bn
Q3 202311 holders, $688m12 holders, $5.4bn
Q4 202310 holders, $727m15 holders, $6.4bn
Q1 20249 holders, $701m10 holders, $6.5bn
Q2 202411 holders, $1.3bn9 holders, $6.2bn
Q3 202411 holders, $1.0bn14 holders, $7.4bn
Q4 202411 holders, $1.3bn13 holders, $6.5bn
Q1 20258 holders, $1.2bn16 holders, $7.0bn
Q2 20257 holders, $676m10 holders, $8.8bn
Q3 20259 holders, $888m8 holders, $9.8bn
Q4 202510 holders, $902m12 holders, $10.5bn
Q1 20267 holders, $900m11 holders, $10.4bn
Q2 202611 holders, $1.2bn13 holders, $12.4bn
NI

Nisource Inc

Holders
11
Reported value
$1.2bn
Buyers
19
Sellers
11

Breadth +8 among 91 comparable managers.

UtilitiesElectric utilitiesEnergy and power infrastructure · L3VLUP
D

Dominion Res Inc Va New

Holders
13
Reported value
$12.4bn
Buyers
16
Sellers
17

Breadth -1 among 91 comparable managers.

UtilitiesElectric utilitiesEnergy and power infrastructure · L3VLUP

Who holds both, Q2 2026

Among the 21 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only NI (8)

Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Bridgewater Associates LP, Hudson Bay Capital Management LP, Renaissance Technologies LLC, Soroban Capital Partners LP, Verition Fund Management LLC, Winton Group Ltd

Only D (10)

AllianceBernstein LP, Capital Research Global Investors, Dodge & Cox, Freestone Grove Partners LP, Marshall Wace LLP, Millennium Management LLC, Point72 Asset Management LP, Soros Fund Management LLC, T. Rowe Price Associates Inc, Woodline Partners LP

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. Buyers and sellers count comparable managers (those that filed both quarters) by shares, so a rise in value with no rise in shares is the price. Large books are listed to their largest positions. These are 95 tracked managers, not the institutional market.

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