Titelia

Fund shareholders of NiSource Inc

ISIN US65473P1057 · United States · LEI 549300D8GOWWH0SJB189

Fund shareholders
659
Of which ETFs
197 462 other funds
Value held
10.5B $ 6.3M € · 334.5M SEK
Share of capital
46.9 % of 479.6M shares on Jul 29, 2026

659 funds hold this company. This table lists the 658 that declare it in a regulatory filing. 1 more fund publishes its holdings in its own report. It is not in the table.

FundSharesValueWeight in fundShare of capital
T. Rowe Price Capital Appreciation Fund T. ROWE PRICE CAPITAL APPRECIATION FUND, INC. 29,877,4161.4B $2.11 %6.23 %as of Mar 31, 2026 ↗
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 15,218,482710.1M $0.04 %3.17 %as of Mar 31, 2026 ↗
VANGUARD 500 INDEX FUND VANGUARD INDEX FUNDS 12,158,801567.3M $0.04 %2.54 %as of Mar 31, 2026 ↗
State Street(R) Utilities Select Sector SPDR(R) ETF SELECT SECTOR SPDR TRUST 8,209,486383.1M $1.57 %1.71 %as of Mar 31, 2026 ↗
JNL/T. Rowe Price Capital Appreciation Fund JNL Series Trust 6,709,099313M $2.27 %1.40 %as of Mar 31, 2026 ↗
iShares Core S&P 500 ETF iShares Trust 6,148,200286.9M $0.04 %1.28 %as of Mar 31, 2026 ↗
Fidelity 500 Index Fund Fidelity Concord Street Trust 6,072,979287.3M $0.04 %1.27 %as of Feb 28, 2026 ↗
Franklin Utilities Fund Franklin Custodian Funds 5,700,000266M $3.43 %1.19 %as of Mar 31, 2026 ↗
VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS 5,517,049257.4M $0.16 %1.15 %as of Mar 31, 2026 ↗
VANGUARD MID-CAP INDEX FUND VANGUARD INDEX FUNDS 5,167,547241.1M $0.12 %1.08 %as of Mar 31, 2026 ↗
iShares Select Dividend ETF iShares Trust 4,270,469206.2M $0.90 %0.89 %as of Apr 30, 2026 ↗
T. Rowe Price Capital Appreciation Equity ETF T. Rowe Price Exchange-Traded Funds, Inc. 4,253,509198.5M $3.19 %0.89 %as of Mar 31, 2026 ↗
JPMorgan Mid Cap Value Fund J.P. Morgan Fleming Mutual Fund Group, Inc. 3,744,331174.7M $1.61 %0.78 %as of Mar 31, 2026 ↗
Invesco S&P 500 Equal Weight ETF Invesco Exchange-Traded Fund Trust 3,646,748176.1M $0.20 %0.76 %as of Apr 30, 2026 ↗
VANGUARD SMALL-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS 3,513,197163.9M $0.27 %0.73 %as of Mar 31, 2026 ↗
VANGUARD UTILITIES INDEX FUND VANGUARD WORLD FUND 3,204,583151.6M $1.37 %0.67 %as of Feb 28, 2026 ↗
VY(R) T. ROWE PRICE CAPITAL APPRECIATION PORTFOLIO Voya Investors Trust 3,122,884145.7M $2.21 %0.65 %as of Mar 31, 2026 ↗
PGIM Jennison Utility Fund Prudential Sector Funds, Inc. 3,076,169145.5M $4.06 %0.64 %as of Feb 27, 2026 ↗
VANGUARD INSTITUTIONAL INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 2,696,907125.8M $0.04 %0.56 %as of Mar 31, 2026 ↗
VANGUARD DIVIDEND APPRECIATION INDEX FUND VANGUARD SPECIALIZED FUNDS 2,686,552129.7M $0.10 %0.56 %as of Apr 30, 2026 ↗
Select Utilities Portfolio Fidelity Select Portfolios 2,543,127120.3M $2.94 %0.53 %as of Feb 28, 2026 ↗
VANGUARD EXPLORER FUND VANGUARD EXPLORER FUND 2,467,926119.2M $0.55 %0.51 %as of Apr 30, 2026 ↗
Penn Series Flexibly Managed Fund Penn Series Funds Inc 2,215,466103.4M $2.23 %0.46 %as of Mar 31, 2026 ↗
VANGUARD VALUE INDEX FUND VANGUARD INDEX FUNDS 2,213,487103.3M $0.05 %0.46 %as of Mar 31, 2026 ↗
VANGUARD HIGH DIVIDEND YIELD INDEX FUND VANGUARD WHITEHALL FUNDS 1,880,56890.8M $0.10 %0.39 %as of Apr 30, 2026 ↗
Invesco S&P 500 Low Volatility ETF Invesco Exchange-Traded Fund Trust II 1,873,19388.6M $1.07 %0.39 %as of Feb 28, 2026 ↗
iShares Russell Mid-Cap ETF iShares Trust 1,820,94085M $0.18 %0.38 %as of Mar 31, 2026 ↗
Fidelity Mid Cap Index Fund Fidelity Salem Street Trust 1,767,34885.3M $0.17 %0.37 %as of Apr 30, 2026 ↗
VANGUARD MID-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS 1,555,37872.6M $0.21 %0.32 %as of Mar 31, 2026 ↗
Fidelity Mid-Cap Stock Fund Fidelity Concord Street Trust 1,469,38070.9M $0.81 %0.31 %as of Apr 30, 2026 ↗
PGIM Jennison Small Company Fund Prudential Jennison Small Co Fund, Inc. 1,467,45768.5M $2.15 %0.31 %as of Mar 31, 2026 ↗
JPMorgan Mid Cap Equity Fund JPMorgan Trust I 1,356,89863.3M $1.13 %0.28 %as of Mar 31, 2026 ↗
iShares ESG Aware MSCI USA ETF iShares Trust 1,326,38962.7M $0.40 %0.28 %as of Feb 28, 2026 ↗
Schwab U.S. Mid-Cap ETF SCHWAB STRATEGIC TRUST 1,289,20961M $0.45 %0.27 %as of Feb 28, 2026 ↗
PSF PGIM Jennison Value Portfolio Prudential Series Fund 1,233,38957.5M $2.84 %0.26 %as of Mar 31, 2026 ↗
DWS RREEF Real Assets Fund DEUTSCHE DWS MARKET TRUST 1,215,18856.7M $1.19 %0.25 %as of Mar 31, 2026 ↗
MFS Utilities Fund MFS Series Trust VI 1,210,84458.5M $2.07 %0.25 %as of Apr 30, 2026 ↗
Virtus Reaves Utilities ETF ETFis Series Trust I 1,132,64954.7M $3.44 %0.24 %as of Apr 30, 2026 ↗
iShares Russell 1000 Value ETF iShares Trust 1,092,34351M $0.07 %0.23 %as of Mar 31, 2026 ↗
Six Circles U.S. Unconstrained Equity Fund SIX CIRCLES TRUST 1,076,73450.2M $0.16 %0.22 %as of Mar 31, 2026 ↗
Schwab S&P 500 Index Fund SCHWAB CAPITAL TRUST 1,064,77151.4M $0.04 %0.22 %as of Apr 30, 2026 ↗
iShares Core Dividend Growth ETF iShares Trust 1,046,55650.5M $0.13 %0.22 %as of Apr 30, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 500(R) ETF SPDR SERIES TRUST 1,008,17447M $0.04 %0.21 %as of Mar 31, 2026 ↗
Strategic Advisers Fidelity U.S. Total Stock Fund Fidelity Rutland Square Trust II 976,81346.2M $0.02 %0.20 %as of Feb 28, 2026 ↗
Bahl & Gaynor Small/Mid Cap Income Growth ETF ETF Series Solutions 967,29745.1M $3.64 %0.20 %as of Mar 31, 2026 ↗
Fidelity Total Market Index Fund Fidelity Concord Street Trust 890,88242.1M $0.03 %0.19 %as of Feb 28, 2026 ↗
Fidelity Telecom and Utilities Fund Fidelity Select Portfolios 888,52042.9M $2.84 %0.19 %as of Apr 30, 2026 ↗
THRIVENT MID CAP STOCK FUND Thrivent Mutual Funds 877,41842.4M $1.41 %0.18 %as of Apr 30, 2026 ↗
PSF PGIM Jennison Blend Portfolio Prudential Series Fund 875,17340.8M $0.55 %0.18 %as of Mar 31, 2026 ↗
iShares S&P 500 Value ETF iShares Trust 825,67938.5M $0.08 %0.17 %as of Mar 31, 2026 ↗
iShares Core High Dividend ETF iShares Trust 774,67337.4M $0.28 %0.16 %as of Apr 30, 2026 ↗
iShares MSCI USA Momentum Factor ETF iShares Trust 774,22937.4M $0.15 %0.16 %as of Apr 30, 2026 ↗
First Trust Value Line Dividend Index Fund First Trust Exchange-Traded Fund 745,64934.8M $0.43 %0.16 %as of Mar 31, 2026 ↗
AP7 Aktiefond Sjunde AP-fonden 745,015331.2M SEK0.02 %0.16 %as of Mar 31, 2026 ↗
Fidelity MSCI Utilities Index ETF FIDELITY COVINGTON TRUST 731,12835.3M $1.44 %0.15 %as of Apr 30, 2026 ↗
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 704,68833.3M $0.03 %0.15 %as of Feb 28, 2026 ↗
iShares Russell Mid-Cap Value ETF iShares Trust 686,14632M $0.23 %0.14 %as of Mar 31, 2026 ↗
Tortoise North American Pipeline Fund Tortoise Capital Series Trust 683,88232.3M $3.87 %0.14 %as of Feb 28, 2026 ↗
Fidelity Balanced Fund Fidelity Puritan Trust 646,71730.6M $0.05 %0.13 %as of Feb 28, 2026 ↗
JNL/T. Rowe Price Capital Appreciation Equity Fund JNL Series Trust 624,82829.2M $3.23 %0.13 %as of Mar 31, 2026 ↗
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 608,80828.4M $0.04 %0.13 %as of Mar 31, 2026 ↗
Six Circles Managed Equity Portfolio U.S. Unconstrained Fund SIX CIRCLES TRUST 607,74328.4M $0.10 %0.13 %as of Mar 31, 2026 ↗
NYLIM VP Fidelity Institutional AM Utilities Portfolio NEW YORK LIFE INVESTMENTS VP FUNDS TRUST 579,77227.1M $3.09 %0.12 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF SPDR SERIES TRUST 561,44726.2M $0.08 %0.12 %as of Mar 31, 2026 ↗
Small-MidCap Dividend Income Fund Principal Funds, Inc 555,45726.3M $1.52 %0.12 %as of Feb 28, 2026 ↗
MFS Utilities Series MFS VARIABLE INSURANCE TRUST 554,28325.9M $2.07 %0.12 %as of Mar 31, 2026 ↗
THRIVENT MID CAP STOCK PORTFOLIO Thrivent Series Fund, Inc. 540,91925.2M $1.45 %0.11 %as of Mar 31, 2026 ↗
iShares ESG Optimized MSCI USA ETF iShares Trust 536,27925.9M $0.68 %0.11 %as of Apr 30, 2026 ↗
Eventide Gilead Fund MUTUAL FUND SERIES TRUST 535,78425M $0.93 %0.11 %as of Mar 31, 2026 ↗
Capital Appreciation Value Fund John Hancock Funds II 509,46824.1M $2.20 %0.11 %as of Feb 28, 2026 ↗
Invesco S&P 500 Momentum ETF Invesco Exchange-Traded Fund Trust II 497,82223.5M $0.18 %0.10 %as of Feb 28, 2026 ↗
Schwab U.S. Large-Cap ETF SCHWAB STRATEGIC TRUST 493,77923.4M $0.04 %0.10 %as of Feb 28, 2026 ↗
DWS RREEF Global Infrastructure Fund DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. 480,98322.4M $2.58 %0.10 %as of Mar 31, 2026 ↗
iShares U.S. Infrastructure ETF iShares Trust 477,53922.3M $0.60 %0.10 %as of Mar 31, 2026 ↗
iShares U.S. Utilities ETF iShares Trust 462,74622.3M $1.38 %0.10 %as of Apr 30, 2026 ↗
Eventide Dividend Opportunities Fund MUTUAL FUND SERIES TRUST 448,65720.9M $1.74 %0.09 %as of Mar 31, 2026 ↗
S&P 500 Index Master Portfolio Master Investment Portfolio 429,56320M $0.04 %0.09 %as of Mar 31, 2026 ↗
Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF Goldman Sachs ETF Trust 421,60019.9M $0.14 %0.09 %as of Feb 28, 2026 ↗
AZL T Rowe Price Capital Appreciation Fund Allianz Variable Insurance Products Trust 421,57719.7M $2.24 %0.09 %as of Mar 31, 2026 ↗
PGIM Jennison Value Fund Prudential Investment Portfolios 7 416,60519.7M $2.73 %0.09 %as of Feb 27, 2026 ↗
VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS 410,39819.8M $0.02 %0.09 %as of Apr 30, 2026 ↗
Goldman Sachs Mid Cap Value Fund Goldman Sachs Trust 408,07719.3M $1.71 %0.09 %as of Feb 28, 2026 ↗
Invesco S&P 500 Equal Weight Utilities ETF Invesco Exchange-Traded Fund Trust 402,91619.5M $3.32 %0.08 %as of Apr 30, 2026 ↗
Virtus Ceredex Mid-Cap Value Equity Fund Virtus Asset Trust 400,00018.7M $1.63 %0.08 %as of Mar 31, 2026 ↗
iShares Core S&P U.S. Value ETF iShares Trust 399,95718.7M $0.08 %0.08 %as of Mar 31, 2026 ↗
Nuveen Equity Index Fund TIAA-CREF Funds 398,58519.2M $0.03 %0.08 %as of Apr 30, 2026 ↗
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 391,04118.9M $0.04 %0.08 %as of Apr 30, 2026 ↗
Nuveen Global Infrastructure Fund Nuveen Investment Funds, Inc. 360,98216.8M $3.11 %0.08 %as of Mar 31, 2026 ↗
EQ/Capital Group Research Portfolio EQ Advisors Trust 359,64616.8M $2.51 %0.07 %as of Mar 31, 2026 ↗
Hennessy Gas Utility Fund Hennessy Funds Trust 354,48117.1M $3.17 %0.07 %as of Apr 30, 2026 ↗
Fidelity U.S. Equity Central Fund Fidelity Central Investment Portfolios LLC 354,10216.5M $0.08 %0.07 %as of Mar 31, 2026 ↗
iShares Russell 1000 ETF iShares Trust 340,64715.9M $0.04 %0.07 %as of Mar 31, 2026 ↗
Tema Electrification ETF Tema ETF Trust 337,42016M $3.61 %0.07 %as of Feb 28, 2026 ↗
PGIM Jennison Blend Fund Prudential Jennison Blend Fund, Inc. 325,44615.4M $1.40 %0.07 %as of Feb 27, 2026 ↗
Invesco Equally-Weighted S&P 500 Fund AIM Counselor Series Trust (Invesco Counselor Series Trust) 322,55315.3M $0.22 %0.07 %as of Feb 28, 2026 ↗
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 320,66115.5M $0.04 %0.07 %as of Apr 30, 2026 ↗
First Trust Utilities AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 319,49815.4M $1.72 %0.07 %as of Apr 30, 2026 ↗
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 316,56215.3M $0.04 %0.07 %as of Apr 30, 2026 ↗
Goldman Sachs Multi-Manager Real Assets Strategy Fund Goldman Sachs Trust II 302,03814.6M $1.00 %0.06 %as of Apr 30, 2026 ↗
PGIM Jennison Focused Value Fund Prudential Investment Portfolios, Inc. 300,47514M $4.80 %0.06 %as of Mar 31, 2026 ↗

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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
PGIM Jennison Focused Mid-Cap ETF PGIM ETF Trust 5.09 %as of Feb 27, 2026 ↗
PGIM Jennison Focused Value Fund Prudential Investment Portfolios, Inc. 4.80 %as of Mar 31, 2026 ↗
ICON UTILITIES AND INCOME FUND SCM Trust 4.74 %as of Mar 31, 2026 ↗
PGIM Jennison Focused Value ETF PGIM ETF Trust 4.62 %as of Feb 27, 2026 ↗
Mondrian Global Listed Infrastructure Fund GALLERY TRUST 4.14 %as of Apr 30, 2026 ↗
Invesco Dorsey Wright Utilities Momentum ETF Invesco Exchange-Traded Fund Trust 4.13 %as of Apr 30, 2026 ↗
PGIM Jennison Utility Fund Prudential Sector Funds, Inc. 4.06 %as of Feb 27, 2026 ↗
Reaves Infrastructure Fund ADVISORS' INNER CIRCLE FUND II 3.96 %as of Apr 30, 2026 ↗
Tortoise North American Pipeline Fund Tortoise Capital Series Trust 3.87 %as of Feb 28, 2026 ↗
Bahl & Gaynor Small/Mid Cap Income Growth ETF ETF Series Solutions 3.64 %as of Mar 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
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 are 2 beneficial ownership filings. 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
Vanguard Capital Management 7.55 %36,215,860as of Mar 31, 2026 · SCHEDULE 13G
Vanguard Portfolio Management 5.64 %27,038,810as of Mar 31, 2026 · SCHEDULE 13G

Funds holding the debt of NiSource Inc

534 funds declare 1,450 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 FUND16202M $as of Mar 31, 2026
T. Rowe Price Capital Appreciation Fund1188.2M $as of Mar 31, 2026
VANGUARD TOTAL BOND MARKET II INDEX FUND17186.1M $as of Mar 31, 2026
VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND6137.6M $as of Feb 28, 2026
VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND6118.7M $as of Feb 28, 2026
VANGUARD SHORT-TERM INVESTMENT-GRADE FUND3106M $as of Apr 30, 2026
Core Fixed Income Fund4105.2M $as of Apr 30, 2026
Fidelity Series Investment Grade Bond Fund497.9M $as of Feb 28, 2026
VANGUARD INTERMEDIATE-TERM INVESTMENT-GRADE FUND390.8M $as of Apr 30, 2026
VANGUARD WELLINGTON FUND688.5M $as of Feb 28, 2026
Strategic Advisers Fidelity Core Income Fund1176.5M $as of Feb 28, 2026
VANGUARD WELLESLEY INCOME FUND567.7M $as of Mar 31, 2026
iShares Core U.S. Aggregate Bond ETF1964.6M $as of Feb 28, 2026
iShares iBoxx $ Investment Grade Corporate Bond ETF863.8M $as of Feb 28, 2026
Baird Aggregate Bond Fund661.3M $as of Mar 31, 2026
Fidelity Investment Grade Bond Central Fund260.7M $as of Mar 31, 2026
Baird Core Plus Bond Fund451.9M $as of Mar 31, 2026
TCW METWEST TOTAL RETURN BOND FUND145M $as of Mar 31, 2026
VANGUARD SHORT-TERM BOND INDEX FUND743.2M $as of Mar 31, 2026
Fidelity Total Bond Fund340.6M $as of Feb 28, 2026
JNL/T. Rowe Price Capital Appreciation Fund 139.3M $as of Mar 31, 2026
VANGUARD INTERMEDIATE-TERM BOND INDEX FUND538.6M $as of Mar 31, 2026
Fidelity Total Bond ETF335.8M $as of Feb 28, 2026
iShares 1-5 Year Investment Grade Corporate Bond ETF732.6M $as of Feb 28, 2026
Fidelity U.S. Bond Index Fund530.9M $as of Feb 28, 2026
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Titelia. "Fund shareholders of NiSource Inc". https://titelia.com/en/stocks/nisource-inc-US65473P1057