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NI in the 13F filings

Nisource Inc · CUSIP 65473P105

Sector · UtilitiesTheme · Electric utilitiesTheme · Energy and power infrastructure· L3VLUP-defined
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023
Quarter end
30 Jun 2024
the date the book describes
Filed
16 Sep 2024
latest of these filings; the earliest 13 Aug 2024
Managers listing it
11
at least, of 95 tracked, among listed positions
Comparable managers
94
filed both Q1 2024 and Q2 2024; 6 listed it in both
Shares listed
45,875,256
combined, among listed positions
Reported value
$1.3bn
combined, at the quarter end

Among the 94 comparable managers: 9 buyers (opened or added shares) and 4 sellers (trimmed or exited), at least, among listed positions. Their net change in shares is not known from listed positions, because at least one of them lists it in only one of the two quarters.

Managers listing NI in Q2 2024

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q1 2024, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

11 of 11 holders

ActionFiling
Invesco Ltd8,754,879$252m0.05%Addedn.a.13 Aug 2024 (the filing on sec.gov)
Wellington Management Group LLP6,657,860$192munder 0.1%Addedn.a.14 Aug 2024 (the filing on sec.gov)
T. Rowe Price Associates Inc6,404,978$185munder 0.1%Addedn.a.14 Aug 2024 (the filing on sec.gov)
Millennium Management LLC6,374,053$184m0.09%Added+44,59814 Aug 2024 (the filing on sec.gov)
ExodusPoint Capital Management LP5,963,136$172m1.17%Trimmed-822,19313 Aug 2024 (the filing on sec.gov)
Soroban Capital Partners LP3,278,649$94m1.39%Added+1,374,56814 Aug 2024 (the filing on sec.gov)
Verition Fund Management LLC2,437,268$70m0.38%Added+240,69614 Aug 2024 (the filing on sec.gov)
Point72 Asset Management LP2,012,590$58m0.15%Trimmed-1,924,81016 Sep 2024 (the filing on sec.gov)
AQR Capital Management LLC1,616,189$46m0.07%Addedn.a.14 Aug 2024 (the filing on sec.gov)
Hudson Bay Capital Management LP1,593,623$46m0.22%Added+164,28414 Aug 2024 (the filing on sec.gov)
Two Sigma Investments LP782,031$23m0.05%Addedn.a.14 Aug 2024 (the filing on sec.gov)

Largest increases and reductions, by shares

Q1 2024 to Q2 2024, among managers that listed it in both quarters or opened it.

Increases

Reductions

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

New (0)

No new position among listed positions.

Exited (2)

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
11 in Q3 2024 to 11 in Q2 2026

Tracked managers listing it, at least.

051015202014201620182020202220242026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
NI by quarter
QuarterHoldersReported valueBuyersSellers
Q2 20137$1.2bnn.a.n.a.
Q3 20136$1.4bnn.a.n.a.
Q4 20138$1.5bnn.a.n.a.
Q1 20147$1.8bnn.a.n.a.
Q2 20148$1.9bnn.a.n.a.
Q3 201410$1.8bnn.a.n.a.
Q4 20146$1.9bnn.a.n.a.
Q1 20155$2.5bnn.a.n.a.
Q2 201510$1.9bnn.a.n.a.
Q3 20157$819mn.a.n.a.
Q4 20158$892mn.a.n.a.
Q1 20169$1.0bnn.a.n.a.
Q2 201610$1.2bnn.a.n.a.
Q3 201611$1.1bnn.a.n.a.
Q4 201612$1.1bnn.a.n.a.
Q1 201715$1.2bnn.a.n.a.
Q2 201710$1.2bnn.a.n.a.
Q3 201713$1.2bnn.a.n.a.
Q4 20178$1.2bnn.a.n.a.
Q1 20187$1.6bnn.a.n.a.
Q2 201810$2.6bnn.a.n.a.
Q3 20189$2.5bnn.a.n.a.
Q4 20188$2.3bnn.a.n.a.
Q1 201910$2.7bnn.a.n.a.
Q2 201914$2.5bnn.a.n.a.
Q3 201916$2.6bnn.a.n.a.
Q4 201917$2.5bnn.a.n.a.
Q1 202015$2.2bnn.a.n.a.
Q2 202011$1.8bnn.a.n.a.
Q3 202012$1.9bnn.a.n.a.
Q4 20209$1.6bnn.a.n.a.
Q1 202110$1.7bnn.a.n.a.
Q2 202112$1.4bnn.a.n.a.
Q3 202111$1.2bnn.a.n.a.
Q4 202113$1.1bnn.a.n.a.
Q1 202213$1.5bnn.a.n.a.
Q2 202210$1.3bnn.a.n.a.
Q3 202211$851mn.a.n.a.
Q4 202213$920mn.a.n.a.
Q1 202313$742mn.a.n.a.
Q2 20239$679mn.a.n.a.
Q3 202311$688mn.a.n.a.
Q4 202310$727m85
Q1 20249$701m64
Q2 202411$1.3bn94
Q3 202411$1.0bn47
Q4 202411$1.3bn45
Q1 20258$1.2bn27
Q2 20257$676m61
Q3 20259$888m63
Q4 202510$902m1914
Q1 20267$900m1816
Q2 202611$1.2bn1911

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

NI and SO →NI and D →NI and NEE →Choose a stock to compare with NI →

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. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own NI, latest filings →Back to the 13F Explorer →