Funds holding NiSource Inc
658 funds declare a position · 197 ETFs and 461 other funds · 10.5B $· 334.5M SEK· 6.3M € · US65473P1057
Each line carries its report date.
| Rank | Fund | Shares | Value | Weight | |
|---|---|---|---|---|---|
| 1 | T. Rowe Price Capital Appreciation Fund T. ROWE PRICE CAPITAL APPRECIATION FUND, INC. | 29,877,416 | 1.4B $ | 2.11 % | as of Mar 31, 2026 · Original filing |
| 2 | VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 15,218,482 | 710.1M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 3 | VANGUARD 500 INDEX FUND VANGUARD INDEX FUNDS | 12,158,801 | 567.3M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 4 | State Street(R) Utilities Select Sector SPDR(R) ETF SELECT SECTOR SPDR TRUST | 8,209,486 | 383.1M $ | 1.57 % | as of Mar 31, 2026 · Original filing |
| 5 | JNL/T. Rowe Price Capital Appreciation Fund JNL Series Trust | 6,709,099 | 313M $ | 2.27 % | as of Mar 31, 2026 · Original filing |
| 6 | iShares Core S&P 500 ETF iShares Trust | 6,148,200 | 286.9M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 7 | Fidelity 500 Index Fund Fidelity Concord Street Trust | 6,072,979 | 287.3M $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| 8 | Franklin Utilities Fund Franklin Custodian Funds | 5,700,000 | 266M $ | 3.43 % | as of Mar 31, 2026 · Original filing |
| 9 | VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS | 5,517,049 | 257.4M $ | 0.16 % | as of Mar 31, 2026 · Original filing |
| 10 | VANGUARD MID-CAP INDEX FUND VANGUARD INDEX FUNDS | 5,167,547 | 241.1M $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| 11 | iShares Select Dividend ETF iShares Trust | 4,270,469 | 206.2M $ | 0.90 % | as of Apr 30, 2026 · Original filing |
| 12 | T. Rowe Price Capital Appreciation Equity ETF T. Rowe Price Exchange-Traded Funds, Inc. | 4,253,509 | 198.5M $ | 3.19 % | as of Mar 31, 2026 · Original filing |
| 13 | JPMorgan Mid Cap Value Fund J.P. Morgan Fleming Mutual Fund Group, Inc. | 3,744,331 | 174.7M $ | 1.61 % | as of Mar 31, 2026 · Original filing |
| 14 | Invesco S&P 500 Equal Weight ETF Invesco Exchange-Traded Fund Trust | 3,646,748 | 176.1M $ | 0.20 % | as of Apr 30, 2026 · Original filing |
| 15 | VANGUARD SMALL-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS | 3,513,197 | 163.9M $ | 0.27 % | as of Mar 31, 2026 · Original filing |
| 16 | VANGUARD UTILITIES INDEX FUND VANGUARD WORLD FUND | 3,204,583 | 151.6M $ | 1.37 % | as of Feb 28, 2026 · Original filing |
| 17 | VY(R) T. ROWE PRICE CAPITAL APPRECIATION PORTFOLIO Voya Investors Trust | 3,122,884 | 145.7M $ | 2.21 % | as of Mar 31, 2026 · Original filing |
| 18 | PGIM Jennison Utility Fund Prudential Sector Funds, Inc. | 3,076,169 | 145.5M $ | 4.06 % | as of Feb 27, 2026 · Original filing |
| 19 | VANGUARD INSTITUTIONAL INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 2,696,907 | 125.8M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 20 | VANGUARD DIVIDEND APPRECIATION INDEX FUND VANGUARD SPECIALIZED FUNDS | 2,686,552 | 129.7M $ | 0.10 % | as of Apr 30, 2026 · Original filing |
| 21 | Select Utilities Portfolio Fidelity Select Portfolios | 2,543,127 | 120.3M $ | 2.94 % | as of Feb 28, 2026 · Original filing |
| 22 | VANGUARD EXPLORER FUND VANGUARD EXPLORER FUND | 2,467,926 | 119.2M $ | 0.55 % | as of Apr 30, 2026 · Original filing |
| 23 | Penn Series Flexibly Managed Fund Penn Series Funds Inc | 2,215,466 | 103.4M $ | 2.23 % | as of Mar 31, 2026 · Original filing |
| 24 | VANGUARD VALUE INDEX FUND VANGUARD INDEX FUNDS | 2,213,487 | 103.3M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| 25 | VANGUARD HIGH DIVIDEND YIELD INDEX FUND VANGUARD WHITEHALL FUNDS | 1,880,568 | 90.8M $ | 0.10 % | as of Apr 30, 2026 · Original filing |
| 26 | Invesco S&P 500 Low Volatility ETF Invesco Exchange-Traded Fund Trust II | 1,873,193 | 88.6M $ | 1.07 % | as of Feb 28, 2026 · Original filing |
| 27 | iShares Russell Mid-Cap ETF iShares Trust | 1,820,940 | 85M $ | 0.18 % | as of Mar 31, 2026 · Original filing |
| 28 | Fidelity Mid Cap Index Fund Fidelity Salem Street Trust | 1,767,348 | 85.3M $ | 0.17 % | as of Apr 30, 2026 · Original filing |
| 29 | VANGUARD MID-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS | 1,555,378 | 72.6M $ | 0.21 % | as of Mar 31, 2026 · Original filing |
| 30 | Fidelity Mid-Cap Stock Fund Fidelity Concord Street Trust | 1,469,380 | 70.9M $ | 0.81 % | as of Apr 30, 2026 · Original filing |
| 31 | PGIM Jennison Small Company Fund Prudential Jennison Small Co Fund, Inc. | 1,467,457 | 68.5M $ | 2.15 % | as of Mar 31, 2026 · Original filing |
| 32 | JPMorgan Mid Cap Equity Fund JPMorgan Trust I | 1,356,898 | 63.3M $ | 1.13 % | as of Mar 31, 2026 · Original filing |
| 33 | iShares ESG Aware MSCI USA ETF iShares Trust | 1,326,389 | 62.7M $ | 0.40 % | as of Feb 28, 2026 · Original filing |
| 34 | Schwab U.S. Mid-Cap ETF SCHWAB STRATEGIC TRUST | 1,289,209 | 61M $ | 0.45 % | as of Feb 28, 2026 · Original filing |
| 35 | PSF PGIM Jennison Value Portfolio Prudential Series Fund | 1,233,389 | 57.5M $ | 2.84 % | as of Mar 31, 2026 · Original filing |
| 36 | DWS RREEF Real Assets Fund DEUTSCHE DWS MARKET TRUST | 1,215,188 | 56.7M $ | 1.19 % | as of Mar 31, 2026 · Original filing |
| 37 | MFS Utilities Fund MFS Series Trust VI | 1,210,844 | 58.5M $ | 2.07 % | as of Apr 30, 2026 · Original filing |
| 38 | Virtus Reaves Utilities ETF ETFis Series Trust I | 1,132,649 | 54.7M $ | 3.44 % | as of Apr 30, 2026 · Original filing |
| 39 | iShares Russell 1000 Value ETF iShares Trust | 1,092,343 | 51M $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| 40 | Six Circles U.S. Unconstrained Equity Fund SIX CIRCLES TRUST | 1,076,734 | 50.2M $ | 0.16 % | as of Mar 31, 2026 · Original filing |
| 41 | Schwab S&P 500 Index Fund SCHWAB CAPITAL TRUST | 1,064,771 | 51.4M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| 42 | iShares Core Dividend Growth ETF iShares Trust | 1,046,556 | 50.5M $ | 0.13 % | as of Apr 30, 2026 · Original filing |
| 43 | State Street(R) SPDR(R) Portfolio S&P 500(R) ETF SPDR SERIES TRUST | 1,008,174 | 47M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 44 | Strategic Advisers Fidelity U.S. Total Stock Fund Fidelity Rutland Square Trust II | 976,813 | 46.2M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 45 | Bahl & Gaynor Small/Mid Cap Income Growth ETF ETF Series Solutions | 967,297 | 45.1M $ | 3.64 % | as of Mar 31, 2026 · Original filing |
| 46 | Fidelity Total Market Index Fund Fidelity Concord Street Trust | 890,882 | 42.1M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| 47 | Fidelity Telecom and Utilities Fund Fidelity Select Portfolios | 888,520 | 42.9M $ | 2.84 % | as of Apr 30, 2026 · Original filing |
| 48 | THRIVENT MID CAP STOCK FUND Thrivent Mutual Funds | 877,418 | 42.4M $ | 1.41 % | as of Apr 30, 2026 · Original filing |
| 49 | PSF PGIM Jennison Blend Portfolio Prudential Series Fund | 875,173 | 40.8M $ | 0.55 % | as of Mar 31, 2026 · Original filing |
| 50 | iShares S&P 500 Value ETF iShares Trust | 825,679 | 38.5M $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| 51 | iShares Core High Dividend ETF iShares Trust | 774,673 | 37.4M $ | 0.28 % | as of Apr 30, 2026 · Original filing |
| 52 | iShares MSCI USA Momentum Factor ETF iShares Trust | 774,229 | 37.4M $ | 0.15 % | as of Apr 30, 2026 · Original filing |
| 53 | First Trust Value Line Dividend Index Fund First Trust Exchange-Traded Fund | 745,649 | 34.8M $ | 0.43 % | as of Mar 31, 2026 · Original filing |
| 54 | AP7 Aktiefond Sjunde AP-fonden | 745,015 | 331.2M SEK | 0.02 % | as of Mar 31, 2026 · Original filing |
| 55 | Fidelity MSCI Utilities Index ETF FIDELITY COVINGTON TRUST | 731,128 | 35.3M $ | 1.44 % | as of Apr 30, 2026 · Original filing |
| 56 | Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 704,688 | 33.3M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| 57 | iShares Russell Mid-Cap Value ETF iShares Trust | 686,146 | 32M $ | 0.23 % | as of Mar 31, 2026 · Original filing |
| 58 | Tortoise North American Pipeline Fund Tortoise Capital Series Trust | 683,882 | 32.3M $ | 3.87 % | as of Feb 28, 2026 · Original filing |
| 59 | Fidelity Balanced Fund Fidelity Puritan Trust | 646,717 | 30.6M $ | 0.05 % | as of Feb 28, 2026 · Original filing |
| 60 | JNL/T. Rowe Price Capital Appreciation Equity Fund JNL Series Trust | 624,828 | 29.2M $ | 3.23 % | as of Mar 31, 2026 · Original filing |
| 61 | iShares Core S&P Total U.S. Stock Market ETF iShares Trust | 608,808 | 28.4M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 62 | Six Circles Managed Equity Portfolio U.S. Unconstrained Fund SIX CIRCLES TRUST | 607,743 | 28.4M $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| 63 | NYLIM VP Fidelity Institutional AM Utilities Portfolio NEW YORK LIFE INVESTMENTS VP FUNDS TRUST | 579,772 | 27.1M $ | 3.09 % | as of Mar 31, 2026 · Original filing |
| 64 | State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF SPDR SERIES TRUST | 561,447 | 26.2M $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| 65 | Small-MidCap Dividend Income Fund Principal Funds, Inc | 555,457 | 26.3M $ | 1.52 % | as of Feb 28, 2026 · Original filing |
| 66 | MFS Utilities Series MFS VARIABLE INSURANCE TRUST | 554,283 | 25.9M $ | 2.07 % | as of Mar 31, 2026 · Original filing |
| 67 | THRIVENT MID CAP STOCK PORTFOLIO Thrivent Series Fund, Inc. | 540,919 | 25.2M $ | 1.45 % | as of Mar 31, 2026 · Original filing |
| 68 | iShares ESG Optimized MSCI USA ETF iShares Trust | 536,279 | 25.9M $ | 0.68 % | as of Apr 30, 2026 · Original filing |
| 69 | Eventide Gilead Fund MUTUAL FUND SERIES TRUST | 535,784 | 25M $ | 0.93 % | as of Mar 31, 2026 · Original filing |
| 70 | Capital Appreciation Value Fund John Hancock Funds II | 509,468 | 24.1M $ | 2.20 % | as of Feb 28, 2026 · Original filing |
| 71 | Invesco S&P 500 Momentum ETF Invesco Exchange-Traded Fund Trust II | 497,822 | 23.5M $ | 0.18 % | as of Feb 28, 2026 · Original filing |
| 72 | Schwab U.S. Large-Cap ETF SCHWAB STRATEGIC TRUST | 493,779 | 23.4M $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| 73 | DWS RREEF Global Infrastructure Fund DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. | 480,983 | 22.4M $ | 2.58 % | as of Mar 31, 2026 · Original filing |
| 74 | iShares U.S. Infrastructure ETF iShares Trust | 477,539 | 22.3M $ | 0.60 % | as of Mar 31, 2026 · Original filing |
| 75 | iShares U.S. Utilities ETF iShares Trust | 462,746 | 22.3M $ | 1.38 % | as of Apr 30, 2026 · Original filing |
| 76 | Eventide Dividend Opportunities Fund MUTUAL FUND SERIES TRUST | 448,657 | 20.9M $ | 1.74 % | as of Mar 31, 2026 · Original filing |
| 77 | S&P 500 Index Master Portfolio Master Investment Portfolio | 429,563 | 20M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 78 | Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF Goldman Sachs ETF Trust | 421,600 | 19.9M $ | 0.14 % | as of Feb 28, 2026 · Original filing |
| 79 | AZL T Rowe Price Capital Appreciation Fund Allianz Variable Insurance Products Trust | 421,577 | 19.7M $ | 2.24 % | as of Mar 31, 2026 · Original filing |
| 80 | PGIM Jennison Value Fund Prudential Investment Portfolios 7 | 416,605 | 19.7M $ | 2.73 % | as of Feb 27, 2026 · Original filing |
| 81 | VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS | 410,398 | 19.8M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 82 | Goldman Sachs Mid Cap Value Fund Goldman Sachs Trust | 408,077 | 19.3M $ | 1.71 % | as of Feb 28, 2026 · Original filing |
| 83 | Invesco S&P 500 Equal Weight Utilities ETF Invesco Exchange-Traded Fund Trust | 402,916 | 19.5M $ | 3.32 % | as of Apr 30, 2026 · Original filing |
| 84 | Virtus Ceredex Mid-Cap Value Equity Fund Virtus Asset Trust | 400,000 | 18.7M $ | 1.63 % | as of Mar 31, 2026 · Original filing |
| 85 | iShares Core S&P U.S. Value ETF iShares Trust | 399,957 | 18.7M $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| 86 | Nuveen Equity Index Fund TIAA-CREF Funds | 398,585 | 19.2M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 87 | Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 391,041 | 18.9M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| 88 | Nuveen Global Infrastructure Fund Nuveen Investment Funds, Inc. | 360,982 | 16.8M $ | 3.11 % | as of Mar 31, 2026 · Original filing |
| 89 | EQ/Capital Group Research Portfolio EQ Advisors Trust | 359,646 | 16.8M $ | 2.51 % | as of Mar 31, 2026 · Original filing |
| 90 | Hennessy Gas Utility Fund Hennessy Funds Trust | 354,481 | 17.1M $ | 3.17 % | as of Apr 30, 2026 · Original filing |
| 91 | Fidelity U.S. Equity Central Fund Fidelity Central Investment Portfolios LLC | 354,102 | 16.5M $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| 92 | iShares Russell 1000 ETF iShares Trust | 340,647 | 15.9M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 93 | Tema Electrification ETF Tema ETF Trust | 337,420 | 16M $ | 3.61 % | as of Feb 28, 2026 · Original filing |
| 94 | PGIM Jennison Blend Fund Prudential Jennison Blend Fund, Inc. | 325,446 | 15.4M $ | 1.40 % | as of Feb 27, 2026 · Original filing |
| 95 | Invesco Equally-Weighted S&P 500 Fund AIM Counselor Series Trust (Invesco Counselor Series Trust) | 322,553 | 15.3M $ | 0.22 % | as of Feb 28, 2026 · Original filing |
| 96 | U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 320,661 | 15.5M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| 97 | First Trust Utilities AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 319,498 | 15.4M $ | 1.72 % | as of Apr 30, 2026 · Original filing |
| 98 | U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 316,562 | 15.3M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| 99 | Goldman Sachs Multi-Manager Real Assets Strategy Fund Goldman Sachs Trust II | 302,038 | 14.6M $ | 1.00 % | as of Apr 30, 2026 · Original filing |
| 100 | PGIM Jennison Focused Value Fund Prudential Investment Portfolios, Inc. | 300,475 | 14M $ | 4.80 % | as of Mar 31, 2026 · Original filing |
Institutional managers
866 managers declare this company to the SEC (Form 13F). These positions are not counted in the totals above: a manager and its own funds file separately.
| Manager | Shares | Value | |
|---|---|---|---|
| BlackRock, Inc. | 51,474,846 | 2.4B $ | as of Mar 31, 2026 |
| STATE STREET CORP | 27,102,422 | 1.3B $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 12,613,176 | 586.3M $ | as of Mar 31, 2026 |
| DEUTSCHE BANK AG\ | 11,718,076 | 546.8M $ | as of Mar 31, 2026 |
| FMR LLC | 9,224,153 | 430.4M $ | as of Mar 31, 2026 |
| JENNISON ASSOCIATES LLC | 9,221,560 | 430.3M $ | as of Mar 31, 2026 |
| JPMORGAN CHASE & CO | 8,563,633 | 398.2M $ | as of Mar 31, 2026 |
| Invesco Ltd. | 7,791,627 | 363.6M $ | as of Mar 31, 2026 |
| FRANKLIN RESOURCES INC | 5,986,389 | 279.3M $ | as of Mar 31, 2026 |
| UBS Group AG | 5,873,793 | 274.1M $ | as of Mar 31, 2026 |
| Newport Trust Company, LLC | 5,597,232 | 261.2M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 5,481,383 | 255.8M $ | as of Mar 31, 2026 |
| Zimmer Partners, LP | 5,142,959 | 240M $ | as of Mar 31, 2026 |
| Pictet Asset Management Holding SA | 4,811,924 | 224.5M $ | as of Mar 31, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | 4,532,929 | 211.5M $ | as of Mar 31, 2026 |
| Soroban Capital Partners LP | 4,493,353 | 209.7M $ | as of Mar 31, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 4,472,631 | 208.7M $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 4,254,931 | 198.5M $ | as of Mar 31, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 4,198,668 | 195.9M $ | as of Mar 31, 2026 |
| REAVES W H & CO INC | 4,112,345 | 191.9M $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 3,890,683 | 181.5M $ | as of Mar 31, 2026 |
| Legal & General Group Plc | 3,874,791 | 180.8M $ | as of Mar 31, 2026 |
| BROOKFIELD Corp /ON/ | 3,680,202 | 171.7M $ | as of Mar 31, 2026 |
| BARCLAYS PLC | 3,491,513 | 162.9M $ | as of Mar 31, 2026 |
| BANK OF MONTREAL /CAN/ | 3,393,371 | 158.3M $ | as of Mar 31, 2026 |