NiSource Inc.
US ˙ NYSE ˙ US65473P1057

SecurityNI / NiSource Inc.
InstitutionDimensional Fund Advisors Lp
Latest Disclosed Ownership2,558,354 shares
Latest Disclosed Value $ 119,371,526
Dimensional Fund Advisors Lp reports 4.34% increase in ownership of NI / NiSource Inc.

On May 7, 2026 - Dimensional Fund Advisors Lp filed a 13F-HR form disclosing ownership of 2,558,354 shares of NiSource Inc. (US:NI) valued at $119,372,798 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 2,451,954 shares of NiSource Inc.. This represents a change in shares of 4.34% during the quarter. The current value of the position is $119,244,880 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)
2026-05-07 2026-03-31 13F NISOURCE COM 65473P105 2,558,354 106,400 4.34 119,372 16.57 0.0248
2026-02-12 2025-12-31 13F NISOURCE COM 65473P105 2,451,954 -31,386 -1.26 102,400 -4.77 0.0215
2025-11-12 2025-09-30 13F NISOURCE COM 65473P105 2,483,340 46,441 1.91 107,526 9.39 0.0231
2025-08-12 2025-06-30 13F NISOURCE COM 65473P105 2,436,899 -38,805 -1.57 98,297 -0.96 0.0228
2025-05-13 2025-03-31 13F NISOURCE COM 65473P105 2,475,704 -73,085 -2.87 99,247 5.93 0.0247
2025-02-13 2024-12-31 13F NISOURCE COM 65473P105 2,548,789 46,072 1.84 93,693 8.05 0.0225
2024-11-07 2024-09-30 13F NISOURCE COM 65473P105 2,502,717 178,719 7.69 86,714 29.51 0.0210
2024-08-09 2024-06-30 13F NISOURCE COM 65473P105 2,323,998 157,236 7.26 66,958 11.72 0.0175
2024-05-10 2024-03-31 13F NISOURCE COM 65473P105 2,166,762 -14,396 -0.66 59,933 3.49 0.0162
2024-02-07 2023-12-31 13F NISOURCE COM 65473P105 2,181,158 10,489 0.48 57,910 8.10 0.0169
2023-11-09 2023-09-30 13F NISOURCE COM 65473P105 2,170,669 -45,411 -2.05 53,572 -11.61 0.0176
2023-08-09 2023-06-30 13F NISOURCE COM 65473P105 2,216,080 43,993 2.03 60,608 -0.20 0.0193
2023-05-12 2023-03-31 13F NISOURCE COM 65473P105 2,172,087 59,139 2.80 60,730 106,443.86 0.0205
2023-02-09 2022-12-31 13F NISOURCE COM 65473P105 2,112,948 71,896 3.52 58 -99.89 0.0171
2022-11-10 2022-09-30 13F NISOURCE COM 65473P105 2,041,052 -13,181 -0.64 51,424 -15.11 0.0197
2022-08-12 2022-06-30 13F NISOURCE COM 65473P105 2,054,233 101,557 5.20 60,578 -2.44 0.0217
2022-05-13 2022-03-31 13F NISOURCE COM 65473P105 1,952,676 447,102 29.70 62,093 49.38 0.0191
2022-02-09 2021-12-31 13F NISOURCE COM 65473P105 1,505,574 22,076 1.49 41,568 15.64 0.0126
2021-11-12 2021-09-30 13F NISOURCE COM 65473P105 1,483,498 54,374 3.80 35,946 2.66 0.0116
2021-08-12 2021-06-30 13F NISOURCE COM 65473P105 1,429,124 43,580 3.15 35,015 4.82 0.0111
2021-05-14 2021-03-31 13F NISOURCE COM 65473P105 1,385,544 -43,624 -3.05 33,404 1.90 0.0110
2021-03-08 2020-12-31 13F/A-2 NISOURCE COM 65473P105 1,429,168 16,184 1.15 32,781 5.46 0.0118
2021-02-11 2020-12-31 13F NISOURCE COM 65473P105 1,429,168 16,184 32,781 11,838.7548
2020-11-12 2020-09-30 13F NISOURCE COM 65473P105 1,412,984 62,212 4.61 31,084 1.20 0.0132
2020-08-13 2020-06-30 13F NISOURCE COM 65473P105 1,350,772 8,277 0.62 30,716 -8.41 0.0135
2020-05-14 2020-03-31 13F NISOURCE COM 65473P105 1,342,495 -95,387 -6.63 33,535 -16.22 0.0175
2020-02-14 2019-12-31 13F NISOURCE COM 65473P105 1,437,882 -24,195 -1.65 40,027 -8.50 0.0146
2019-11-12 2019-09-30 13F NISOURCE COM 65473P105 1,462,077 -16,751 -1.13 43,747 2.72 0.0170
2019-08-13 2019-06-30 13F NISOURCE COM 65473P105 1,478,828 26,981 1.86 42,588 2.36 0.0165
2019-08-12 2019-03-31 13F/A-2 NISOURCE COM 65473P105 1,451,847 -23,597 -1.60 41,608 11.24 0.0166
2019-05-10 2019-03-31 13F NISOURCE COM 65473P105 1,451,847 -23,597 41,608
2019-02-26 2018-12-31 13F/A-1 NISOURCE COM 65473P105 1,475,444 74,548 5.32 37,404 7.15 0.0169
2019-02-13 2018-12-31 13F NISOURCE COM 65473P105 1,475,444 74,548 37,404
2018-11-13 2018-09-30 13F NISOURCE COM 65473P105 1,400,896 200,381 16.69 34,908 10.65 0.0133
2018-08-10 2018-06-30 13F NISOURCE COM 65473P105 1,200,515 24,553 2.09 31,548 12.20 0.0126
2018-05-11 2018-03-31 13F NISOURCE COM 65473P105 1,175,962 5,352 0.46 28,117 -6.43 0.0117
2018-02-12 2017-12-31 13F NISOURCE COM 65473P105 1,170,610 -65,747 -5.32 30,049 -5.02 0.0125
2017-11-13 2017-09-30 13F NISOURCE COM 65473P105 1,236,357 10 0.00 31,637 0.90 0.0138
2017-08-11 2017-06-30 13F NISOURCE COM 65473P105 1,236,347 15,843 1.30 31,354 7.99 0.0145
2017-05-12 2017-03-31 13F NISOURCE COM 65473P105 1,220,504 12,599 1.04 29,034 8.56 0.0139
2017-02-09 2016-12-31 13F NISOURCE COM 65473P105 1,207,905 -18,531 -1.51 26,744 -9.56 0.0134
2016-11-10 2016-09-30 13F NISOURCE COM 65473P105 1,226,436 -21,046 -1.69 29,570 -10.61 0.0160
2016-08-09 2016-06-30 13F NISOURCE COM 65473P105 1,247,482 2,642 0.21 33,078 12.79 0.0190
2016-05-13 2016-03-31 13F NISOURCE COM 65473P105 1,244,840 -2,200 -0.18 29,327 20.53 0.0176
2016-02-10 2015-12-31 13F NISOURCE COM 65473P105 1,247,040 19,209 1.56 24,332 6.85 0.0152
2015-11-13 2015-09-30 13F NISOURCE COM 65473P105 1,227,831 634,420 106.91 22,772 -15.84 0.0149
2015-08-14 2015-06-30 13F NISOURCE COM 65473P105 593,411 102,937 20.99 27,057 24.93 0.0166
2015-05-14 2015-03-31 13F NISOURCE COM 65473P105 490,474 38,979 8.63 21,658 13.04 0.0137
2015-02-06 2014-12-31 13F NISOURCE COM 65473P105 451,495 29,463 6.98 19,160 10.79 0.0126
2014-11-13 2014-09-30 13F NISOURCE COM 65473P105 422,032 -9,530 -2.21 17,294 1.87 0.0123
2014-08-08 2014-06-30 13F NISOURCE COM 65473P105 431,562 4,221 0.99 16,977 11.82 0.0118
2014-05-14 2014-03-31 13F NISOURCE COM 65473P105 427,341 13,168 3.18 15,183 11.51 0.0113
2014-02-12 2013-12-31 13F NISOURCE COM 65473P105 414,173 34,155 8.99 13,616 16.02 0.0106
2013-11-13 2013-09-30 13F NISOURCE COM 65473P105 380,018 13,390 3.65 11,736 11.78 0.0102
2013-08-15 2013-06-30 13F NISOURCE COM 65473P105 366,628 366,628 10,499 0.0099
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.