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NiSource
NI

Overview Fund Activity

764 hedge funds and large institutions have $18.3B invested in NiSource in 2025 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 322 increasing their positions, 251 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
764
Holders Change
-23
Holders Change %
-2.92%
% of All Funds
10.25%
Holding in Top 10
3
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-62.5%
% of All Funds
0.04%
New
73
Increased
322
Reduced
251
Closed
80
Calls
$9.8M
Puts
$16M
Net Calls
-$6.25M
Net Calls Change
-$660K

Top Buyers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$1.64B
2
UBS Group
UBS Group
Switzerland
$179M
3
SCP
Soroban Capital Partners
New York
$179M
4
Citadel Advisors
Citadel Advisors
Florida
$110M
5
MIM
Merewether Investment Management
Texas
$121M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$91.7M
2
Goldman Sachs
Goldman Sachs
New York
$145M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$335M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$398M
5
Millennium Management
Millennium Management
New York
$5.35M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of New York Mellon
26
Bank of New York Mellon
New York
$152M -$9.1M -225,640 -6%
Bank of America
27
Bank of America
North Carolina
$152M +$9.98M +247,332 +7%
WHRC
28
W.H. Reaves & Co
New Jersey
$150M -$17.4M -431,571 -10%
Goldman Sachs
29
Goldman Sachs
New York
$145M -$78.7M -1,950,131 -35%
DPIM
30
Duff & Phelps Investment Management
Illinois
$134M -$8.76M -217,226 -6%
MIM
31
Merewether Investment Management
Texas
$121M +$43.1M +1,069,363 +55%
Citadel Advisors
32
Citadel Advisors
Florida
$110M +$47M +1,163,946 +75%
Alkeon Capital Management
33
Alkeon Capital Management
New York
$103M +$4.03M +100,000 +4%
Dimensional Fund Advisors
34
Dimensional Fund Advisors
Texas
$98.3M -$1.57M -38,805 -2%
Thrivent Financial for Lutherans
35
Thrivent Financial for Lutherans
Minnesota
$96M -$44.8M -1,110,588 -32%
Wellington Management Group
36
Wellington Management Group
Massachusetts
$91.7M -$86.1M -2,133,132 -48%
First Trust Advisors
37
First Trust Advisors
Illinois
$78.9M -$4.33M -107,318 -5%
NL
38
Nuveen LLC
North Carolina
$78.5M +$6.19M +153,520 +9%
Prudential Financial
39
Prudential Financial
New Jersey
$78.2M +$21.1M +523,892 +37%
Principal Financial Group
40
Principal Financial Group
Iowa
$75.4M -$13.9M -343,943 -16%
Ameriprise
41
Ameriprise
Minnesota
$70.4M +$5.04M +124,994 +8%
California Public Employees Retirement System
42
California Public Employees Retirement System
California
$69.7M -$11.9M -294,671 -15%
BC
43
Brookfield Corp
Ontario, Canada
$69.2M -$5.28M -130,989 -7%
Amundi
44
Amundi
France
$67.9M +$17.4M +441,628 +34%
TG
45
TCW Group
California
$67.9M -$2.9M -71,799 -4%
Assenagon Asset Management
46
Assenagon Asset Management
Luxembourg
$64.9M +$38.2M +946,870 +143%
TD Asset Management
47
TD Asset Management
Ontario, Canada
$63.4M -$251K -6,213 -0.4%
BG
48
Bahl & Gaynor
Ohio
$58.2M -$1.23M -30,393 -2%
Swiss National Bank
49
Swiss National Bank
Switzerland
$57.5M +$4.36M +108,000 +8%
EIP
50
Epoch Investment Partners
New York
$55.5M -$2.46M -60,870 -4%
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