NiSource Inc.
US ˙ NYSE ˙ US65473P1057

SecurityNI / NiSource Inc.
InstitutionBlackRock, Inc.
Latest Disclosed Ownership47,256,914 shares
Ownership 10.50%
BlackRock, Inc. ownership in NI / NiSource Inc.

2024-09-10 - BlackRock, Inc. has filed an SC 13G/A form with the Securities and Exchange Commission (SEC) disclosing ownership of 47,256,914 shares of NiSource Inc. (US:NI). This represents 10.5 percent ownership of the company. In their previous filing dated 2024-01-24 , BlackRock, Inc. had reported owning 39,359,834 shares, indicating an increase of 20.06 percent.

Institutional Ownership: 13D/G Filings

This table shows a history of the 13D/G filings made by the investor and/or investor group. Note that the share values in this table are not directly comparable to any numbers shown in the 13F table (if any).

File
Date
Effective
Date
Form Prev
Shares
Latest
Shares
ΔShares
(Percent)
Ownership
(Percent)
ΔOwnership
(Percent)
2024-09-10 2024-09-10 13G/A 39,359,834 47,256,914 20.06 10.50 10.53
2024-01-24 2024-01-24 13G/A 43,425,768 39,359,834 -9.36 9.50 -10.38
2023-01-27 2023-01-27 13G/A 45,669,748 43,425,768 -4.91 10.60 -5.36
2023-01-23 2023-01-23 13G/A 53,642,586 45,669,748 -14.86 11.20 -17.65
2022-03-11 2022-03-11 13G/A 53,642,586 53,642,586 0.00 13.60 0.00
2022-02-08 2022-02-08 13G 41,879,459 53,642,586 28.09 13.60 24.77
2021-01-27 2021-01-27 13G/A 39,860,613 41,879,459 5.06 10.90 4.81
2020-11-09 2020-11-09 13G/A 31,832,354 39,860,613 25.22 10.40 22.35
2020-02-05 2020-02-05 13G/A 32,194,606 31,832,354 -1.13 8.50 -2.30
2019-02-06 2019-02-06 13G/A 24,799,547 32,194,606 29.82 8.70 17.57
2018-01-25 2018-01-25 13G/A 22,950,597 24,799,547 8.06 7.40 4.23
2017-01-25 2017-01-25 13G/A 18,087,261 22,950,597 26.89 7.10 24.56
2016-01-27 2016-01-27 13G/A 18,087,261 5.70
2015-01-29 2015-01-29 13G/A 21,005,426 6.70
2014-01-30 2014-01-30 13G/A 19,149,472 6.10
2013-02-11 2013-02-11 13G/A 18,243,837 5.89
2012-02-13 2012-02-13 13G/A 17,257,687 6.14

Important Note: One of the primary uses of the 13D/G filings is to evaluate the ability of a firm to control a company (ie, the "beneficial ownership"). To that end, firms are required to report not just direct holdings in companies, but indirect holdings that they control. For investment firms, these indirect holdings can include shares in funds they manage, advisory accounts, and in the case of activist campaigns, pledged votes. Therefore, share counts listed in 13D/G filings can differ significantly than share counts listed in 13F filings.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date
Effective
Date
Form Security Class ID Avg Price
Paid (Est)
Reported
Shares
ΔShares ΔShares
(%)
Reported
Value
(x1000)
ΔValue
(%)
Alloc
(%)
ΔAlloc ΔAlloc (%) Cost Basis
(x1000)
Unrealized
Gain/Loss
(x1000)
2026-05-13 2026-03-31 13F NISOURCE COM 65473P105 51,474,846 -95,652 -0.19 2,401,816 11.53 0.0420
2026-02-12 2025-12-31 13F NISOURCE COM 65473P105 51,570,498 3,361,953 6.97 2,153,584 3.17 0.0364
2025-11-12 2025-09-30 13F NISOURCE COM 65473P105 48,208,545 -182,822 -0.38 2,087,430 6.93 0.0365
2025-08-12 2025-06-30 13F NISOURCE COM 65473P105 48,391,367 689,721 1.45 1,952,108 2.08 0.0372
2025-05-02 2025-03-31 13F NISOURCE COM 65473P105 47,701,646 -2,354,822 -4.70 1,912,359 3.93 0.0402
2025-02-07 2024-12-31 13F NISOURCE COM 65473P105 50,056,468 2,577,288 5.43 1,840,076 11.85 0.0372
2024-11-13 2024-09-30 13F NISOURCE COM 65473P105 47,479,180 4,581,018 10.68 1,645,154 33.11 0.0345
2024-08-13 2024-06-30 13F NISOURCE COM 65473P105 42,898,162 1,824,780 4.44 1,235,896 8.79 0.0280
2024-05-10 2024-03-31 13F NISOURCE COM 65473P105 41,073,382 1,712,854 4.35 1,136,090 8.71 0.0264
2024-02-13 2023-12-31 13F NISOURCE COM 65473P105 39,360,528 -787,679 -1.96 1,045,022 5.47 0.0266
2023-11-13 2023-09-30 13F NISOURCE COM 65473P105 40,148,207 -363,221 -0.90 990,858 -10.57 0.0285
2023-08-11 2023-06-30 13F NISOURCE COM 65473P105 40,511,428 -498,629 -1.22 1,107,988 -3.37 0.0305
2023-05-12 2023-03-31 13F NISOURCE COM 65473P105 41,010,057 -172,553 -0.42 1,146,641 1.54 0.0338
2023-02-13 2022-12-31 13F NISOURCE COM 65473P105 41,182,610 103,081 0.25 1,129,227 9.13 0.0354
2022-11-14 2022-09-30 13F NISOURCE COM 65473P105 41,079,529 760,163 1.89 1,034,796 -12.97 0.0352
2022-08-12 2022-06-30 13F NISOURCE COM 65473P105 40,319,366 2,920,251 7.81 1,189,018 -0.02 0.0381
2022-05-12 2022-03-31 13F NISOURCE COM 65473P105 37,399,115 -13,715,549 -26.83 1,189,292 -15.73 0.0320
2022-02-10 2021-12-31 13F NISOURCE COM 65473P105 51,114,664 1,059,839 2.12 1,411,276 16.36 0.0359
2021-11-09 2021-09-30 13F NISOURCE COM 65473P105 50,054,825 3,462,455 7.43 1,212,825 6.25 0.0340
2021-08-11 2021-06-30 13F NISOURCE COM 65473P105 46,592,370 1,663,283 3.70 1,141,512 5.38 0.0318
2021-05-07 2021-03-31 13F NISOURCE COM 65473P105 44,929,087 3,049,628 7.28 1,083,238 12.75 0.0318
2021-02-05 2020-12-31 13F NISOURCE COM 65473P105 41,879,459 4,522,775 12.11 960,717 16.90 0.0306
2020-11-06 2020-09-30 13F NISOURCE COM 65473P105 37,356,684 3,292,235 9.66 821,849 6.10 0.0303
2020-08-14 2020-06-30 13F NISOURCE COM 65473P105 34,064,449 94,792 0.28 774,627 -8.68 0.0309
2020-05-01 2020-03-31 13F NISOURCE COM 65473P105 33,969,657 2,137,303 6.71 848,220 -4.29 0.0415
2020-02-13 2019-12-31 13F NISOURCE COM 65473P105 31,832,354 569,874 1.82 886,213 -5.26 0.0340
2019-11-08 2019-09-30 13F NISOURCE COM 65473P105 31,262,480 560,478 1.83 935,375 5.79 0.0393
2019-08-22 2019-06-30 13F/A-1 NISOURCE COM 65473P105 30,702,002 151,008 0.49 884,217 0.99 0.0378
2019-08-13 2019-06-30 13F NISOURCE COM 65473P105 30,702,002 151,008 884,217
2019-05-09 2019-03-31 13F NISOURCE COM 65473P105 30,550,994 -1,643,612 -5.11 875,590 7.29 0.0391
2019-02-08 2018-12-31 13F NISOURCE COM 65473P105 32,194,606 849,329 2.71 816,129 4.48 0.0412
2018-11-09 2018-09-30 13F NISOURCE COM 65473P105 31,345,277 1,360,780 4.54 781,123 -0.87 0.0338
2018-08-09 2018-06-30 13F NISOURCE COM 65473P105 29,984,497 51,793 0.17 787,991 10.10 0.0363
2018-05-09 2018-03-31 13F NISOURCE COM 65473P105 29,932,704 5,153,328 20.80 715,690 12.51 0.0342
2018-02-09 2017-12-31 13F NISOURCE COM 65473P105 24,779,376 1,093,752 4.62 636,086 4.94 0.0303
2017-11-14 2017-09-30 13F NISOURCE COM 65473P105 23,685,624 222,767 0.95 606,117 1.87 0.0306
2017-08-10 2017-06-30 13F NISOURCE COM 65473P105 23,462,857 -242,709 -1.02 595,017 5.51 0.0316
2017-05-12 2017-03-31 13F NISOURCE COM 65473P105 23,705,566 22,768,084 2,428.64 563,954 2,617.06 0.0310
2017-02-10 2016-12-31 13F NISOURCE COM 65473P105 937,482 27,930 3.07 20,756 -5.35 0.0294
2016-11-08 2016-09-30 13F NISOURCE COM 65473P105 909,552 47,940 5.56 21,930 -4.03 0.0315
2016-08-10 2016-06-30 13F NISOURCE COM 65473P105 861,612 347,400 67.56 22,851 88.62 0.0344
2016-05-10 2016-03-31 13F NISOURCE COM 65473P105 514,212 -160,180 -23.75 12,115 -7.92 0.0195
2016-02-11 2015-12-31 13F NISOURCE COM 65473P105 674,392 -112,012 -14.24 13,157 -9.80 0.0193
2015-11-13 2015-09-30 13F NISOURCE COM 65473P105 786,404 -44,094 -5.31 14,587 -61.47 0.0229
2015-08-07 2015-06-30 13F NISOURCE COM 65473P105 830,498 -65,284 -7.29 37,862 -4.28 0.0561
2015-05-13 2015-03-31 13F NISOURCE COM 65473P105 895,782 39,779 4.65 39,557 8.94 0.0547
2015-02-09 2014-12-31 13F NISOURCE COM 65473P105 856,003 21,414 2.57 36,312 6.17 0.0519
2014-10-29 2014-09-30 13F NISOURCE COM 65473P105 834,589 7,017 0.85 34,202 5.06 0.0500
2014-08-06 2014-06-30 13F NISOURCE COM 65473P105 827,572 -2,022 -0.24 32,556 10.45 0.0484
2014-05-02 2014-03-31 13F NISOURCE COM 65473P105 829,594 16,546 2.04 29,475 10.26 0.0476
2014-02-12 2013-12-31 13F NISOURCE COM 65473P105 813,048 76,900 10.45 26,732 17.55 0.0436
2013-11-12 2013-09-30 13F NISOURCE COM 65473P105 736,148 18,740 2.61 22,740 10.67 0.0429
2013-08-13 2013-06-30 13F NISOURCE COM 65473P105 717,408 717,408 20,547 0.0407
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.