Titelia

Fund shareholders of NISOURCE INC

ISIN US65473P1057 · United States · LEI 549300D8GOWWH0SJB189

Fund shareholders
684
Of which ETFs
205 479 other funds
Value held
≈ 9.7B $ 9.7B $ · 6.3M € · 334.5M SEK
Share of capital
43.3 % of 479.6M shares on Jul 29, 2026

684 funds hold this company. This table lists the 683 that declare it in a regulatory filing. 1 more fund publishes its holdings in its own report. The “Fund reports” tab lists it, with its weight.

FundSharesValueWeight in fundShare of capital
T. Rowe Price Capital Appreciation Fund T. ROWE PRICE CAPITAL APPRECIATION FUND, INC. 17,609,959837.4M $1.19 %3.67 %as of Jun 30, 2026 ↗
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 15,224,394723.9M $0.03 %3.17 %as of Jun 30, 2026 ↗
VANGUARD 500 INDEX FUND VANGUARD INDEX FUNDS 12,425,061590.8M $0.04 %2.59 %as of Jun 30, 2026 ↗
State Street(R) Utilities Select Sector SPDR(R) ETF SELECT SECTOR SPDR TRUST 7,801,484371M $1.61 %1.63 %as of Jun 30, 2026 ↗
iShares Core S&P 500 ETF iShares Trust 6,595,267313.6M $0.04 %1.38 %as of Jun 30, 2026 ↗
Fidelity 500 Index Fund Fidelity Concord Street Trust 6,123,818283M $0.03 %1.28 %as of May 31, 2026 ↗
Franklin Utilities Fund Franklin Custodian Funds 5,650,000268.7M $3.51 %1.18 %as of Jun 30, 2026 ↗
VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS 5,495,186261.3M $0.14 %1.15 %as of Jun 30, 2026 ↗
VANGUARD MID-CAP INDEX FUND VANGUARD INDEX FUNDS 5,193,427246.9M $0.11 %1.08 %as of Jun 30, 2026 ↗
JNL/T. Rowe Price Capital Appreciation Fund JNL Series Trust 4,314,383205.1M $1.34 %0.90 %as of Jun 30, 2026 ↗
iShares Select Dividend ETF iShares Trust 4,232,257188M $0.80 %0.88 %as of Jul 31, 2026 ↗
Invesco S&P 500 Equal Weight ETF Invesco Exchange-Traded Fund Trust 3,996,386177.6M $0.18 %0.83 %as of Jul 31, 2026 ↗
T. Rowe Price Capital Appreciation Equity ETF T. Rowe Price Exchange-Traded Funds, Inc. 3,765,464179M $2.42 %0.79 %as of Jun 30, 2026 ↗
VANGUARD SMALL-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS 3,482,581165.6M $0.24 %0.73 %as of Jun 30, 2026 ↗
VANGUARD UTILITIES INDEX FUND VANGUARD WORLD FUND 3,321,556153.5M $1.45 %0.69 %as of May 31, 2026 ↗
PGIM Jennison Utility Fund Prudential Sector Funds, Inc. 2,979,234137.7M $4.15 %0.62 %as of May 29, 2026 ↗
Select Utilities Portfolio Fidelity Select Portfolios 2,801,827129.5M $3.32 %0.58 %as of May 31, 2026 ↗
VANGUARD DIVIDEND APPRECIATION INDEX FUND VANGUARD SPECIALIZED FUNDS 2,712,618120.5M $0.09 %0.57 %as of Jul 31, 2026 ↗
JPMorgan Mid Cap Value Fund J.P. Morgan Fleming Mutual Fund Group, Inc. 2,678,983127.4M $1.14 %0.56 %as of Jun 30, 2026 ↗
VANGUARD INSTITUTIONAL INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 2,602,192123.7M $0.04 %0.54 %as of Jun 30, 2026 ↗
VANGUARD VALUE INDEX FUND VANGUARD INDEX FUNDS 2,279,602108.4M $0.04 %0.48 %as of Jun 30, 2026 ↗
iShares Russell Mid-Cap ETF iShares Trust 1,965,08793.4M $0.16 %0.41 %as of Jun 30, 2026 ↗
VANGUARD HIGH DIVIDEND YIELD INDEX FUND VANGUARD WHITEHALL FUNDS 1,927,83085.7M $0.09 %0.40 %as of Jul 31, 2026 ↗
VY(R) T. ROWE PRICE CAPITAL APPRECIATION PORTFOLIO Voya Investors Trust 1,901,88090.4M $1.29 %0.40 %as of Jun 30, 2026 ↗
Fidelity Mid Cap Index Fund Fidelity Salem Street Trust 1,813,12080.6M $0.15 %0.38 %as of Jul 31, 2026 ↗
VANGUARD EXPLORER FUND VANGUARD EXPLORER FUND 1,804,33980.2M $0.36 %0.38 %as of Jul 31, 2026 ↗
MFS Utilities Fund MFS Series Trust VI 1,681,23574.7M $2.86 %0.35 %as of Jul 31, 2026 ↗
Invesco S&P 500 Low Volatility ETF Invesco Exchange-Traded Fund Trust II 1,540,01671.2M $1.03 %0.32 %as of May 31, 2026 ↗
VANGUARD MID-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS 1,539,68273.2M $0.20 %0.32 %as of Jun 30, 2026 ↗
Fidelity Mid-Cap Stock Fund Fidelity Concord Street Trust 1,494,18066.4M $0.74 %0.31 %as of Jul 31, 2026 ↗
PGIM Jennison Small Company Fund Prudential Jennison Small Co Fund, Inc. 1,377,94165.5M $1.88 %0.29 %as of Jun 30, 2026 ↗
Penn Series Flexibly Managed Fund Penn Series Funds Inc 1,321,97262.9M $1.29 %0.28 %as of Jun 30, 2026 ↗
Schwab U.S. Mid-Cap ETF SCHWAB STRATEGIC TRUST 1,293,97959.8M $0.41 %0.27 %as of May 31, 2026 ↗
iShares ESG Aware MSCI USA ETF iShares Trust 1,270,86958.7M $0.33 %0.27 %as of May 31, 2026 ↗
PSF PGIM Jennison Value Portfolio Prudential Series Fund 1,211,94257.6M $2.50 %0.25 %as of Jun 30, 2026 ↗
Strategic Advisers Fidelity U.S. Total Stock Fund Fidelity Rutland Square Trust II 1,170,96754.1M $0.02 %0.24 %as of May 31, 2026 ↗
iShares Core Dividend Growth ETF iShares Trust 1,155,52151.3M $0.12 %0.24 %as of Jul 31, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 500(R) ETF SPDR SERIES TRUST 1,142,45254.3M $0.04 %0.24 %as of Jun 30, 2026 ↗
DWS RREEF Real Assets Fund DEUTSCHE DWS MARKET TRUST 1,131,08853.8M $1.16 %0.24 %as of Jun 30, 2026 ↗
iShares Russell 1000 Value ETF iShares Trust 1,070,87550.9M $0.06 %0.22 %as of Jun 30, 2026 ↗
Schwab S&P 500 Index Fund SCHWAB CAPITAL TRUST 1,064,77147.3M $0.03 %0.22 %as of Jul 31, 2026 ↗
Virtus Reaves Utilities ETF ETFis Series Trust I 1,043,86746.4M $3.53 %0.22 %as of Jul 31, 2026 ↗
JPMorgan Mid Cap Equity Fund JPMorgan Trust I 1,031,13649M $0.79 %0.22 %as of Jun 30, 2026 ↗
Bahl & Gaynor Small/Mid Cap Income Growth ETF ETF Series Solutions 1,009,52948M $3.30 %0.21 %as of Jun 30, 2026 ↗
PSF PGIM Jennison Blend Portfolio Prudential Series Fund 941,98344.8M $0.53 %0.20 %as of Jun 30, 2026 ↗
Fidelity Total Market Index Fund Fidelity Concord Street Trust 903,28941.8M $0.03 %0.19 %as of May 31, 2026 ↗
THRIVENT MID CAP STOCK FUND Thrivent Mutual Funds 873,83938.8M $1.24 %0.18 %as of Jul 31, 2026 ↗
Six Circles U.S. Unconstrained Equity Fund SIX CIRCLES TRUST 858,80940.8M $0.11 %0.18 %as of Jun 30, 2026 ↗
Fidelity Telecom and Utilities Fund Fidelity Select Portfolios 853,12037.9M $2.87 %0.18 %as of Jul 31, 2026 ↗
iShares Core High Dividend ETF iShares Trust 838,46537.3M $0.25 %0.17 %as of Jul 31, 2026 ↗
iShares S&P 500 Value ETF iShares Trust 786,22237.4M $0.08 %0.16 %as of Jun 30, 2026 ↗
AP7 Aktiefond Sjunde AP-fonden 745,015331.2M SEK0.02 %0.16 %as of Mar 31, 2026 ↗
iShares Russell Mid-Cap Value ETF iShares Trust 735,94135M $0.22 %0.15 %as of Jun 30, 2026 ↗
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 729,45033.7M $0.03 %0.15 %as of May 31, 2026 ↗
Tortoise North American Pipeline ETF Tortoise Capital Series Trust 727,72333.6M $4.01 %0.15 %as of May 31, 2026 ↗
Fidelity MSCI Utilities Index ETF FIDELITY COVINGTON TRUST 725,63032.2M $1.39 %0.15 %as of Jul 31, 2026 ↗
Fidelity Balanced Fund Fidelity Puritan Trust 681,11731.5M $0.05 %0.14 %as of May 31, 2026 ↗
First Trust Value Line Dividend Index Fund First Trust Exchange-Traded Fund 658,04631.3M $0.39 %0.14 %as of Jun 30, 2026 ↗
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 623,49629.6M $0.03 %0.13 %as of Jun 30, 2026 ↗
NYLIM VP Fidelity Institutional AM Utilities Portfolio NYLIM VP FUNDS TRUST 619,67229.5M $3.44 %0.13 %as of Jun 30, 2026 ↗
iShares U.S. Infrastructure ETF iShares Trust 597,61028.4M $0.62 %0.12 %as of Jun 30, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF SPDR SERIES TRUST 583,21427.7M $0.08 %0.12 %as of Jun 30, 2026 ↗
Six Circles Managed Equity Portfolio U.S. Unconstrained Fund SIX CIRCLES TRUST 567,19127M $0.08 %0.12 %as of Jun 30, 2026 ↗
MFS Utilities Series MFS VARIABLE INSURANCE TRUST 551,17726.2M $2.13 %0.11 %as of Jun 30, 2026 ↗
JNL/T. Rowe Price Capital Appreciation Equity Fund JNL Series Trust 540,18725.7M $2.45 %0.11 %as of Jun 30, 2026 ↗
iShares ESG Optimized MSCI USA ETF iShares Trust 538,49223.9M $0.59 %0.11 %as of Jul 31, 2026 ↗
Eventide Gilead Fund MUTUAL FUND SERIES TRUST 535,78425.5M $0.74 %0.11 %as of Jun 30, 2026 ↗
THRIVENT MID CAP STOCK PORTFOLIO Thrivent Series Fund, Inc. 533,61625.4M $1.30 %0.11 %as of Jun 30, 2026 ↗
Schwab U.S. Large-Cap ETF SCHWAB STRATEGIC TRUST 507,74923.5M $0.03 %0.11 %as of May 31, 2026 ↗
Tema Electrification ETF Tema ETF Trust 504,97223.3M $3.22 %0.11 %as of May 31, 2026 ↗
Small-MidCap Dividend Income Fund Principal Funds, Inc 498,49823M $1.50 %0.10 %as of May 31, 2026 ↗
iShares MSCI USA Momentum Factor ETF iShares Trust 490,64821.8M $0.09 %0.10 %as of Jul 31, 2026 ↗
Eventide Dividend Opportunities Fund MUTUAL FUND SERIES TRUST 448,65721.3M $1.50 %0.09 %as of Jun 30, 2026 ↗
First Trust Utilities AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 444,53119.8M $2.38 %0.09 %as of Jul 31, 2026 ↗
DWS RREEF Global Infrastructure Fund DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. 439,35320.9M $2.67 %0.09 %as of Jun 30, 2026 ↗
VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS 435,55919.4M $0.02 %0.09 %as of Jul 31, 2026 ↗
iShares U.S. Utilities ETF iShares Trust 431,39819.2M $1.31 %0.09 %as of Jul 31, 2026 ↗
S&P 500 Index Master Portfolio Master Investment Portfolio 429,56320.4M $0.03 %0.09 %as of Jun 30, 2026 ↗
Capital Appreciation Value Fund John Hancock Funds II 419,85519.4M $1.37 %0.09 %as of May 31, 2026 ↗
iShares Core S&P U.S. Value ETF iShares Trust 413,22819.6M $0.07 %0.09 %as of Jun 30, 2026 ↗
PGIM Jennison Value Fund Prudential Investment Portfolios 7 409,41618.9M $2.50 %0.09 %as of May 29, 2026 ↗
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 400,09817.8M $0.04 %0.08 %as of Jul 31, 2026 ↗
Virtus Ceredex Mid-Cap Value Equity Fund Virtus Asset Trust 400,00019M $1.42 %0.08 %as of Jun 30, 2026 ↗
Nuveen Equity Index Fund TIAA-CREF Funds 398,58517.7M $0.03 %0.08 %as of Jul 31, 2026 ↗
Nuveen Global Infrastructure Fund Nuveen Investment Funds, Inc. 382,25118.2M $3.18 %0.08 %as of Jun 30, 2026 ↗
Fidelity U.S. Equity Central Fund Fidelity Central Investment Portfolios LLC 373,60217.8M $0.07 %0.08 %as of Jun 30, 2026 ↗
Invesco S&P 500 Equal Weight Utilities ETF Invesco Exchange-Traded Fund Trust 368,72816.4M $3.04 %0.08 %as of Jul 31, 2026 ↗
Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF Goldman Sachs ETF Trust 368,67517M $0.11 %0.08 %as of May 31, 2026 ↗
Invesco S&P 500 Momentum ETF Invesco Exchange-Traded Fund Trust II 361,80816.7M $0.08 %0.08 %as of May 31, 2026 ↗
Hennessy Gas Utility Fund Hennessy Funds Trust 353,28115.7M $3.06 %0.07 %as of Jul 31, 2026 ↗
Goldman Sachs Multi-Manager Real Assets Strategy Fund Goldman Sachs Trust II 349,88515.5M $1.02 %0.07 %as of Jul 31, 2026 ↗
Nuveen Quant Small/Mid Cap Equity Fund TIAA-CREF Funds 338,30015M $0.56 %0.07 %as of Jul 31, 2026 ↗
iShares Russell 1000 ETF iShares Trust 335,10915.9M $0.03 %0.07 %as of Jun 30, 2026 ↗
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 320,66114.2M $0.04 %0.07 %as of Jul 31, 2026 ↗
PGIM Jennison Blend Fund Prudential Jennison Blend Fund, Inc. 320,30714.8M $1.26 %0.07 %as of May 29, 2026 ↗
AST Balanced Asset Allocation Portfolio Advanced Series Trust 317,18015.1M $0.07 %0.07 %as of Jun 30, 2026 ↗
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 316,56214.1M $0.03 %0.07 %as of Jul 31, 2026 ↗
PGIM Jennison Focused Value Fund Prudential Investment Portfolios, Inc. 316,07615M $4.33 %0.07 %as of Jun 30, 2026 ↗
VANGUARD RUSSELL 1000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS 303,70214M $0.07 %0.06 %as of May 31, 2026 ↗
BlackRock Multi-Asset Income Portfolio BlackRock Funds II 302,61813.4M $0.13 %0.06 %as of Jul 31, 2026 ↗

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Funds that publish their own holdings

FundWeight in fund
Pictet - USA Index Pictet Asset Management (Europe) S.A. 0.04 %as of Sep 30, 2025 ↗

The funds most exposed to it

The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.

FundWeight in fund
ICON UTILITIES AND INCOME FUND SCM Trust 4.90 %as of Jun 30, 2026 ↗
PGIM Jennison Focused Mid-Cap ETF PGIM ETF Trust 4.89 %as of May 29, 2026 ↗
Nuveen U.S. Infrastructure ETF NuShares ETF Trust 4.86 %as of Jun 30, 2026 ↗
PGIM Jennison Focused Value Fund Prudential Investment Portfolios, Inc. 4.33 %as of Jun 30, 2026 ↗
PGIM Jennison Focused Value ETF PGIM ETF Trust 4.30 %as of May 29, 2026 ↗
PGIM Jennison Utility Fund Prudential Sector Funds, Inc. 4.15 %as of May 29, 2026 ↗
Tortoise North American Pipeline ETF Tortoise Capital Series Trust 4.01 %as of May 31, 2026 ↗
Reaves Infrastructure Fund ADVISORS' INNER CIRCLE FUND II 4.00 %as of Jul 31, 2026 ↗
Nomura Climate Solutions Fund IVY FUNDS 3.61 %as of Jun 30, 2026 ↗
Virtus Reaves Utilities ETF ETFis Series Trust I 3.53 %as of Jul 31, 2026 ↗

Quarter after quarter

Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.

QuarterShareholdersChangeSharesChange
2026Q3675+25206,831,091-7.6 %
2026Q2650+22223,937,576-2.1 %
2026Q1628-33228,664,744+2.9 %
2025Q4661-20222,280,701+0.5 %
2025Q3681-5221,179,657+6.1 %
2025Q2686+37208,412,654+3.3 %
2025Q1649-1201,689,211+1.6 %
2024Q4650+6198,543,281+2.4 %
2024Q3644+13193,902,122+9.7 %
2024Q2631+27176,740,958+9.2 %
2024Q1604-1161,799,409-0.4 %
2023Q4605162,369,892

Institutional managers

866 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.

ManagerSharesValue
BlackRock, Inc.51,474,8462.4B $as of Mar 31, 2026
T. Rowe Price Investment Management, Inc.49,815,0152.3M $as of Mar 31, 2026
STATE STREET CORP27,102,4221.3B $as of Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC12,613,176586.3M $as of Mar 31, 2026
DEUTSCHE BANK AG\11,718,076546.8M $as of Mar 31, 2026
FMR LLC9,224,153430.4M $as of Mar 31, 2026
JENNISON ASSOCIATES LLC9,221,560430.3M $as of Mar 31, 2026
JPMORGAN CHASE & CO8,563,633398.2M $as of Mar 31, 2026
Invesco Ltd.7,791,627363.6M $as of Mar 31, 2026
FRANKLIN RESOURCES INC5,986,389279.3M $as of Mar 31, 2026
UBS Group AG5,873,793274.1M $as of Mar 31, 2026
Newport Trust Company, LLC5,597,232261.2M $as of Mar 31, 2026
MORGAN STANLEY5,481,383255.8M $as of Mar 31, 2026
Zimmer Partners, LP5,142,959240M $as of Mar 31, 2026
Pictet Asset Management Holding SA4,811,924224.5M $as of Mar 31, 2026
COHEN & STEERS, INC.4,697,973219.2K $as of Mar 31, 2026
WELLINGTON MANAGEMENT GROUP LLP4,532,929211.5M $as of Mar 31, 2026
Soroban Capital Partners LP4,493,353209.7M $as of Mar 31, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC4,472,631208.7M $as of Mar 31, 2026
NORTHERN TRUST CORP4,254,931198.5M $as of Mar 31, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC4,198,668195.9M $as of Mar 31, 2026
REAVES W H & CO INC4,112,345191.9M $as of Mar 31, 2026
GOLDMAN SACHS GROUP INC3,890,683181.5M $as of Mar 31, 2026
Legal & General Group Plc3,874,791180.8M $as of Mar 31, 2026
BROOKFIELD Corp /ON/3,680,202171.7M $as of Mar 31, 2026

Declared shareholders of NISOURCE INC

There is 1 beneficial ownership filing. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.

ShareholderDeclared stakeShares
T. Rowe Price Investment Management, Inc. 6.20 %29,893,604as of Jun 30, 2026 · SCHEDULE 13G

Funds holding the debt of NISOURCE INC

565 funds declare 1,595 bond lines of this company. The table shows the 25 largest holdings. The amount is the one the fund files. It is not a share of the debt, because no regulator publishes the amount outstanding in open access.

FundBond linesValue
VANGUARD TOTAL BOND MARKET INDEX FUND17197.9M $as of Jun 30, 2026
T. Rowe Price Capital Appreciation Fund1194.6M $as of Jun 30, 2026
VANGUARD TOTAL BOND MARKET II INDEX FUND18192.3M $as of Jun 30, 2026
VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND6128.9M $as of May 31, 2026
VANGUARD SHORT-TERM INVESTMENT-GRADE FUND4118.6M $as of Jul 31, 2026
Core Fixed Income Fund4103.5M $as of Jul 31, 2026
VANGUARD INTERMEDIATE-TERM INVESTMENT-GRADE FUND4100.7M $as of Jul 31, 2026
Fidelity Series Investment Grade Bond Fund496M $as of May 31, 2026
VANGUARD WELLINGTON FUND694.3M $as of May 31, 2026
VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND788.4M $as of May 31, 2026
Strategic Advisers Fidelity Core Income Fund1380M $as of May 31, 2026
Fidelity Investment Grade Bond Central Fund373.2M $as of Jun 30, 2026
VANGUARD WELLESLEY INCOME FUND568.4M $as of Jun 30, 2026
iShares Core U.S. Aggregate Bond ETF2266.1M $as of May 31, 2026
Baird Aggregate Bond Fund661.7M $as of Jun 30, 2026
iShares iBoxx $ Investment Grade Corporate Bond ETF956.9M $as of May 31, 2026
Baird Core Plus Bond Fund452.1M $as of Jun 30, 2026
VANGUARD INTERMEDIATE-TERM BOND INDEX FUND644.7M $as of Jun 30, 2026
JNL/T. Rowe Price Capital Appreciation Fund 143M $as of Jun 30, 2026
TCW METWEST TOTAL RETURN BOND FUND140.7M $as of Jun 30, 2026
Fidelity Total Bond Fund339.8M $as of May 31, 2026
VANGUARD CORE BOND FUND538.5M $as of Jun 30, 2026
VANGUARD SHORT-TERM BOND INDEX FUND735.6M $as of Jun 30, 2026
Fidelity Total Bond ETF335.6M $as of May 31, 2026
iShares 1-5 Year Investment Grade Corporate Bond ETF834.4M $as of May 31, 2026
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Titelia. "Fund shareholders of NISOURCE INC". https://titelia.com/en/stocks/nisource-inc-US65473P1057