NiSource Inc.
US ˙ NYSE ˙ US65473P1057

SecurityNI / NiSource Inc.
InstitutionAlps Advisors Inc
Latest Disclosed Ownership39,284 shares
Latest Disclosed Value $ 1,832,991
Alps Advisors Inc reports 43.38% increase in ownership of NI / NiSource Inc.

On May 8, 2026 - Alps Advisors Inc filed a 13F-HR form disclosing ownership of 39,284 shares of NiSource Inc. (US:NI) valued at $1,832,991 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 27,398 shares of NiSource Inc.. This represents a change in shares of 43.38% during the quarter. The current value of the position is $1,831,027 USD.

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)
2026-05-08 2026-03-31 13F NISOURCE COM 65473P105 39,284 11,886 43.38 1,833 60.14 0.0079
2026-02-12 2025-12-31 13F NISOURCE COM 65473P105 27,398 6,138 28.87 1,144 24.35 0.0067
2025-11-05 2025-09-30 13F NISOURCE COM 65473P105 21,260 -117,294 -84.66 921 -83.54 0.0051
2025-08-11 2025-06-30 13F NISOURCE COM 65473P105 138,554 10,106 7.87 5,589 8.55 0.0322
2025-04-30 2025-03-31 13F NISOURCE COM 65473P105 128,448 9,272 7.78 5,149 17.56 0.0299
2025-02-13 2024-12-31 13F NISOURCE COM 65473P105 119,176 17,632 17.36 4,381 24.50 0.0276
2024-11-12 2024-09-30 13F NISOURCE COM 65473P105 101,544 -3,543 -3.37 3,518 16.22 0.0235
2024-08-13 2024-06-30 13F NISOURCE COM 65473P105 105,087 14,446 15.94 3,028 20.74 0.0208
2024-05-14 2024-03-31 13F NISOURCE COM 65473P105 90,641 13,689 17.79 2,507 22.71 0.0177
2024-02-14 2023-12-31 13F NISOURCE COM 65473P105 76,952 10,816 16.35 2,043 25.18 0.0161
2023-11-14 2023-09-30 13F NISOURCE COM 65473P105 66,136 18,744 39.55 1,632 25.93 0.0135
2023-08-14 2023-06-30 13F NISOURCE COM 65473P105 47,392 11,130 30.69 1,296 27.94 0.0113
2023-05-10 2023-03-31 13F NISOURCE COM 65473P105 36,262 14,504 66.66 1,014 69.97 0.0090
2023-02-14 2022-12-31 13F NISOURCE COM 65473P105 21,758 2,258 11.58 597 21.38 0.0053
2022-11-14 2022-09-30 13F NISOURCE COM 65473P105 19,500 19,500 491 0.0046
2020-08-05 2020-06-30 13F NISOURCE COM 65473P105 0 -9,150 -100.00 0 -100.00
2020-05-06 2020-03-31 13F NISOURCE COM 65473P105 9,150 9,150 -78.27 228 -86.79 0.0035
2016-05-10 2016-03-31 13F NISOURCE Common Stock 65473P105 0 0 0 0.0000
2016-02-05 2015-12-31 13F NiSource Common Stock 65473P105 0 0 0 0.0000
2015-11-13 2015-09-30 13F NiSource Common Stock 65473P105 0 -82,585 -100.00 0 -100.00
2015-08-12 2015-06-30 13F NiSource Common Stock 65473P105 82,585 35,705 76.16 3,765 81.88 0.0321
2015-05-15 2015-03-31 13F NiSource Common Stock 65473P105 46,880 2,080 4.64 2,070 8.95 0.0170
2015-02-13 2014-12-31 13F NiSource Common Stock 65473P105 44,800 2,686 6.38 1,900 10.08 0.0149
2014-12-18 2014-09-30 13F/A-1 NISOURCE Common Stock 65473P105 42,114 13,202 45.66 1,726 51.80 0.0134
2014-11-24 2014-09-30 13F NISOURCE Common Stock 65473P105 42,114 1,726
2014-08-20 2014-06-30 13F/A-1 NISOURCE Common Stock 65473P105 28,912 8,830 43.97 1,137 59.24 0.0098
2014-08-15 2014-06-30 13F NETSCOUT SYSTEMS Common Stock 65473P105 16,018 710
2014-05-15 2014-03-31 13F NISOURCE Common Stock 65473P105 20,082 7,343 57.64 714 70.41 0.0070
2014-02-11 2013-12-31 13F NiSource Common Stock 65473P105 12,739 4,023 46.16 419 55.76 0.0042
2013-11-13 2013-09-30 13F NiSource Common Stock 65473P105 8,716 8,716 269 0.0030
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.