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
State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF SPDR SERIES TRUST 80,3923.8M $0.03 %0.02 %as of Jun 30, 2026 ↗
PGIM Jennison Focused Value ETF PGIM ETF Trust 80,1733.7M $4.30 %0.02 %as of May 29, 2026 ↗
Eventide Balanced Fund MUTUAL FUND SERIES TRUST 80,1313.8M $0.96 %0.02 %as of Jun 30, 2026 ↗
Tortoise Electrification Infrastructure ETF Tortoise Capital Series Trust 79,1993.7M $2.85 %0.02 %as of May 31, 2026 ↗
VANGUARD RUSSELL 1000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 78,5953.6M $0.03 %0.02 %as of May 31, 2026 ↗
LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 78,4953.7M $0.74 %0.02 %as of Jun 30, 2026 ↗
VIP Stock Selector Portfolio Variable Insurance Products Fund 78,3003.7M $0.07 %0.02 %as of Jun 30, 2026 ↗
iShares Infrastructure Active ETF BlackRock ETF Trust 78,1943.5M $3.16 %0.02 %as of Jul 31, 2026 ↗
MOA MID CAP VALUE FUND MoA Funds Corp 78,1603.7M $1.69 %0.02 %as of Jun 30, 2026 ↗
NEOS S&P 500(R) High Income ETF NEOS ETF Trust 78,0433.7M $0.04 %0.02 %as of Jun 30, 2026 ↗
First Trust BuyWrite Income ETF First Trust Exchange-Traded Fund VI 76,8453.7M $0.16 %0.02 %as of Jun 30, 2026 ↗
Virtus Duff & Phelps Global Infrastructure Fund Virtus Opportunities Trust 76,4613.6M $2.07 %0.02 %as of Jun 30, 2026 ↗
Empower S&P 500 Index Fund EMPOWER FUNDS, INC. 76,2573.6M $0.03 %0.02 %as of Jun 30, 2026 ↗
iShares ESG MSCI KLD 400 ETF iShares Trust 73,8383.3M $0.06 %0.02 %as of Jul 31, 2026 ↗
The U.S. Equity Portfolio HC Capital Trust 72,8543.5M $0.17 %0.02 %as of Jun 30, 2026 ↗
Goldman Sachs Equal Weight U.S. Large Cap Equity ETF Goldman Sachs ETF Trust 72,3913.3M $0.19 %0.02 %as of May 31, 2026 ↗
WesMark Large Company Fund WesMark Funds 72,3003.4M $0.93 %0.02 %as of Jun 30, 2026 ↗
Brookfield Global Listed Infrastructure Fund Brookfield Investment Funds 72,1473.4M $2.74 %0.02 %as of Jun 30, 2026 ↗
LVIP JPMorgan Mid Cap Value Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 71,8263.4M $1.12 %0.01 %as of Jun 30, 2026 ↗
MetLife Stock Index Portfolio Brighthouse Funds Trust II 71,1723.4M $0.03 %0.01 %as of Jun 30, 2026 ↗
T. Rowe Price Capital Appreciation Premium Income ETF T. Rowe Price Exchange-Traded Funds, Inc. 68,1253.2M $1.18 %0.01 %as of Jun 30, 2026 ↗
iShares Global Utilities ETF iShares Trust 67,4553.2M $0.99 %0.01 %as of Jun 30, 2026 ↗
Fidelity Flex 500 Index Fund Fidelity Concord Street Trust 66,5253.1M $0.03 %0.01 %as of May 31, 2026 ↗
iShares MSCI USA Equal Weighted ETF iShares, Inc. 66,4683.1M $0.18 %0.01 %as of May 31, 2026 ↗
Victory Mid-Cap Core Growth Fund Victory Portfolios 66,3003.2M $0.99 %0.01 %as of Jun 30, 2026 ↗
JPMORGAN BETABUILDERS U.S. EQUITY ETF J.P. Morgan Exchange-Traded Fund Trust 66,0722.9M $0.03 %0.01 %as of Jul 31, 2026 ↗
NYLIM VP Income Builder Portfolio NYLIM VP FUNDS TRUST 65,6453.1M $0.51 %0.01 %as of Jun 30, 2026 ↗
VOYA INDEX PLUS LARGECAP PORTFOLIO Voya VARIABLE PORTFOLIOS INC 64,3613.1M $0.33 %0.01 %as of Jun 30, 2026 ↗
Invesco S&P 500 Revenue ETF Invesco Exchange-Traded Fund Trust II 63,8413M $0.03 %0.01 %as of May 31, 2026 ↗
PSF PGIM Flexible Managed Portfolio Prudential Series Fund 63,7003M $0.06 %0.01 %as of Jun 30, 2026 ↗
Thrivent Mid Cap Value ETF Thrivent ETF Trust 62,7723M $1.01 %0.01 %as of Jun 30, 2026 ↗
VanEck Real Assets ETF VanEck ETF Trust 62,5903M $0.28 %0.01 %as of Jun 30, 2026 ↗
SGI U.S. Large Cap Equity Fund RBB Fund, Inc. 62,5702.9M $1.52 %0.01 %as of May 31, 2026 ↗
EQ/Common Stock Index Portfolio EQ Advisors Trust 61,6002.9M $0.04 %0.01 %as of Jun 30, 2026 ↗
AQR Managed Futures Strategy Fund AQR Funds 59,5082.8M $0.09 %0.01 %as of Jun 30, 2026 ↗
T. Rowe Price Integrated U.S. Small-Mid Cap Core Equity Fund T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC. 58,1792.8M $0.14 %0.01 %as of Jun 30, 2026 ↗
Fidelity Infrastructure Fund Fidelity Investment Trust 57,2372.5M $1.64 %0.01 %as of Jul 31, 2026 ↗
Calvert U.S. Large Cap Core Responsible Index Fund Calvert Responsible Index Series, Inc. 57,2312.7M $0.04 %0.01 %as of Jun 30, 2026 ↗
EQ/500 Managed Volatility Portfolio EQ Advisors Trust 56,4712.7M $0.03 %0.01 %as of Jun 30, 2026 ↗
Destinations Real Assets Fund Brinker Capital Destinations Trust 55,0842.5M $0.64 %0.01 %as of May 31, 2026 ↗
Index 500 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC 55,0362.6M $0.03 %0.01 %as of Jun 30, 2026 ↗
iShares Morningstar Mid-Cap ETF iShares Trust 55,0082.4M $0.15 %0.01 %as of Jul 31, 2026 ↗
T. Rowe Price Capital Appreciation and Income Fund T. ROWE PRICE CAPITAL APPRECIATION FUND, INC. 54,7182.6M $0.63 %0.01 %as of Jun 30, 2026 ↗
Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust 53,3132.5M $0.33 %0.01 %as of May 31, 2026 ↗
Fidelity Hedged Equity Fund Fidelity Greenwood Street Trust 51,6512.3M $0.30 %0.01 %as of Jul 31, 2026 ↗
Stock Index Fund VALIC Co I 51,2632.4M $0.03 %0.01 %as of May 31, 2026 ↗
NVIT S&P 500 Index Fund Nationwide Variable Insurance Trust 50,1002.4M $0.04 %0.01 %as of Jun 30, 2026 ↗
iShares U.S. Carbon Transition Readiness Aware Active ETF BlackRock ETF Trust 48,8382.2M $0.18 %0.01 %as of Jul 31, 2026 ↗
AQR Style Premia Alternative Fund AQR Funds 48,7922.3M $0.09 %0.01 %as of Jun 30, 2026 ↗
AST Multi-Asset Diversified Portfolio Advanced Series Trust 48,5992.3M $0.04 %0.01 %as of Jun 30, 2026 ↗
Equity Index Portfolio PACIFIC SELECT FUND 48,3252.3M $0.03 %0.01 %as of Jun 30, 2026 ↗
State Street(R) SPDR(R) Russell 1000 Yield Focus ETF SPDR SERIES TRUST 47,8712.3M $0.31 %0.01 %as of Jun 30, 2026 ↗
NYLIM VP S&P 500 Index Portfolio NYLIM VP FUNDS TRUST 47,5682.3M $0.04 %0.01 %as of Jun 30, 2026 ↗
Voya Global High Dividend Low Volatility Portfolio Voya VARIABLE PORTFOLIOS INC 46,5342.2M $0.64 %0.01 %as of Jun 30, 2026 ↗
iShares ESG Aware MSCI USA Value ETF iShares Trust 45,5902.1M $0.62 %0.01 %as of May 31, 2026 ↗
The Institutional U.S. Equity Portfolio HC Capital Trust 45,1972.1M $0.07 %0.01 %as of Jun 30, 2026 ↗
VANGUARD TAX-MANAGED BALANCED FUND VANGUARD TAX-MANAGED FUNDS 45,1112.1M $0.02 %0.01 %as of Jun 30, 2026 ↗
VY(R) JPMORGAN MID CAP VALUE PORTFOLIO Voya Partners Inc 44,9932.1M $1.13 %0.01 %as of Jun 30, 2026 ↗
Invesco Zacks Mid-Cap ETF Invesco Exchange-Traded Fund Trust 44,4352M $1.04 %0.01 %as of Jul 31, 2026 ↗
MOA EQUITY INDEX FUND MoA Funds Corp 43,8982.1M $0.04 %0.01 %as of Jun 30, 2026 ↗
Sit Dividend Growth Fund SIT MUTUAL FUNDS INC 42,8002M $0.83 %0.01 %as of Jun 30, 2026 ↗
Invesco Dorsey Wright Utilities Momentum ETF Invesco Exchange-Traded Fund Trust 42,2421.9M $3.44 %0.01 %as of Jul 31, 2026 ↗
BlackRock Advantage Large Cap Value Fund BlackRock Large Cap Series Funds, Inc. 41,8261.9M $0.24 %0.01 %as of May 29, 2026 ↗
iShares MSCI World ETF iShares, Inc. 40,8701.9M $0.02 %0.01 %as of May 31, 2026 ↗
Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS 40,5491.9M $0.25 %0.01 %as of May 31, 2026 ↗
ProShares Ultra S&P500 ProShares Trust 40,5281.9M $0.02 %0.01 %as of May 31, 2026 ↗
Zacks Small/Mid Cap ETF Zacks Trust 40,2811.9M $0.72 %0.01 %as of May 31, 2026 ↗
U.S. Sector Rotation Fund John Hancock Funds II 40,1441.9M $0.03 %0.01 %as of May 31, 2026 ↗
VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 40,1181.9M $0.03 %0.01 %as of May 31, 2026 ↗
BNY Mellon US Large Cap Core Equity ETF BNY Mellon ETF Trust 40,0271.8M $0.03 %0.01 %as of Jul 31, 2026 ↗
Allspring Diversified Capital Builder Fund ALLSPRING FUNDS TRUST 40,0001.9M $0.07 %0.01 %as of Jun 30, 2026 ↗
Nationwide Fundamental All Cap Equity Portfolio Nationwide Mutual Funds 39,9681.8M $0.12 %0.01 %as of Jul 31, 2026 ↗
iShares Morningstar Mid-Cap Value ETF iShares Trust 39,6081.8M $0.15 %0.01 %as of Jul 31, 2026 ↗
Capital Appreciation Portfolio PACIFIC SELECT FUND 39,5511.9M $1.24 %0.01 %as of Jun 30, 2026 ↗
Voya MI Dynamic SMID Cap Fund Voya Equity Trust 39,5331.8M $1.31 %0.01 %as of May 31, 2026 ↗
Calvert Small/Mid-Cap Fund Calvert Management Series 39,0881.9M $0.89 %0.01 %as of Jun 30, 2026 ↗
EQ/Mid Cap Value Managed Volatility Portfolio EQ Advisors Trust 39,0801.9M $0.11 %0.01 %as of Jun 30, 2026 ↗
PGIM Jennison Rising Dividend Fund Prudential Investment Portfolios 5 38,7291.7M $2.08 %0.01 %as of Jul 31, 2026 ↗
Schwab 1000 Index ETF SCHWAB STRATEGIC TRUST 38,6861.8M $0.03 %0.01 %as of May 31, 2026 ↗
SPIRIT OF AMERICA UTILITIES FUND Spirit of America Investment Fund, Inc. 38,5501.8M $3.18 %0.01 %as of Jun 30, 2026 ↗
Tax-Managed U.S. Large Cap Fund RUSSELL INVESTMENT CO 38,5381.7M $0.01 %0.01 %as of Jul 31, 2026 ↗
ProShares DJ Brookfield Global Infrastructure ETF ProShares Trust 38,3261.8M $1.02 %0.01 %as of May 31, 2026 ↗
Venerable Mid Cap Index Fund Venerable Variable Insurance Trust 37,9211.8M $0.16 %0.01 %as of Jun 30, 2026 ↗
JPMorgan Diversified Return U.S. Mid Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust 37,6371.7M $0.36 %0.01 %as of Jul 31, 2026 ↗
Direxion Daily S&P 500 Bull 3X Shares Direxion Shares ETF Trust 37,4811.7M $0.02 %0.01 %as of Jul 31, 2026 ↗
Timothy Plan US Large/Mid Cap Core ETF Timothy Plan 37,4311.8M $0.59 %0.01 %as of Jun 30, 2026 ↗
VANGUARD GROWTH AND INCOME FUND VANGUARD QUANTITATIVE FUNDS 37,3001.8M $0.01 %0.01 %as of Jun 30, 2026 ↗
JPMorgan Diversified Return U.S. Equity ETF J.P. Morgan Exchange-Traded Fund Trust 37,1941.7M $0.36 %0.01 %as of Jul 31, 2026 ↗
Sterling Capital Mid Cap Relative Value Fund Sterling Capital Funds 36,9261.8M $3.05 %0.01 %as of Jun 30, 2026 ↗
U.S. Large Cap Equity Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 36,6611.6M $0.06 %0.01 %as of Jul 31, 2026 ↗
VOYA Global High Dividend Low Volatility Fund Voya Mutual Funds 36,2371.6M $0.56 %0.01 %as of Jul 31, 2026 ↗
ALPS Electrification Infrastructure ETF ALPS ETF TRUST 35,6201.6M $0.81 %0.01 %as of May 31, 2026 ↗
VictoryShares US 500 Volatility Wtd ETF Victory Portfolios II 35,5371.7M $0.32 %0.01 %as of Jun 30, 2026 ↗
WisdomTree U.S. Total Dividend Fund WisdomTree Trust 35,1821.7M $0.10 %0.01 %as of Jun 30, 2026 ↗
Dimensional US Core Equity 1 ETF Dimensional ETF Trust 35,1541.6M $0.05 %0.01 %as of Jul 31, 2026 ↗
Invesco S&P 500 Index Fund AIM Counselor Series Trust (Invesco Counselor Series Trust) 34,9211.6M $0.03 %0.01 %as of May 31, 2026 ↗
Venerable Large Cap Index Fund Venerable Variable Insurance Trust 34,6131.6M $0.04 %0.01 %as of Jun 30, 2026 ↗
Invesco Russell 1000 Equal Weight ETF Invesco Exchange-Traded Fund Trust II 34,3251.6M $0.20 %0.01 %as of May 31, 2026 ↗
Reaves Infrastructure Fund ADVISORS' INNER CIRCLE FUND II 33,3661.5M $4.00 %0.01 %as of Jul 31, 2026 ↗
SIIT S&P 500 INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 33,0911.5M $0.03 %0.01 %as of May 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