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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 Sep 2024
the date the book describes
Filed
14 Nov 2024
latest of these filings; the earliest 12 Nov 2024
Managers listing it
11
at least, of 95 tracked, among listed positions
Comparable managers
94
filed both Q2 2024 and Q3 2024; 8 listed it in both
Shares listed
30,005,391
combined, among listed positions
Reported value
$1.0bn
combined, at the quarter end

Among the 94 comparable managers: 4 buyers (opened or added shares) and 7 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 Q3 2024

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q2 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
Wellington Management Group LLP6,044,780$209munder 0.1%Trimmed-613,08014 Nov 2024 (the filing on sec.gov)
ExodusPoint Capital Management LP5,859,359$203m1.24%Trimmed-103,77712 Nov 2024 (the filing on sec.gov)
Citadel Advisors LLC5,467,790$189munder 0.1%Addedn.a.14 Nov 2024 (the filing on sec.gov)
Millennium Management LLC3,243,258$112m0.05%Trimmed-3,130,79514 Nov 2024 (the filing on sec.gov)
Soroban Capital Partners LP2,988,649$104m1.43%Trimmed-290,00014 Nov 2024 (the filing on sec.gov)
Verition Fund Management LLC2,471,361$86m0.43%Added+34,09314 Nov 2024 (the filing on sec.gov)
Hudson Bay Capital Management LP1,429,963$50m0.20%Trimmed-163,66013 Nov 2024 (the filing on sec.gov)
AQR Capital Management LLC1,295,372$45m0.06%Trimmed-320,81714 Nov 2024 (the filing on sec.gov)
Point72 Asset Management LP954,640$33m0.08%Trimmed-1,057,95014 Nov 2024 (the filing on sec.gov)
Bridgewater Associates LP207,121$7.2munder 0.1%Newnew13 Nov 2024 (the filing on sec.gov)
Brevan Howard Capital Management LP43,098$1.5munder 0.1%Newnew14 Nov 2024 (the filing on sec.gov)

Largest increases and reductions, by shares

Q2 2024 to Q3 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 (2)

Exited (0)

No exit shown by a manager’s own filing.

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
Drawing every quarter on file…

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 →