NiSource Inc.
US ˙ NYSE ˙ US65473P1057

SecurityNI / NiSource Inc.
InstitutionIFP Advisors, Inc
Latest Disclosed Ownership29,307 shares
Latest Disclosed Value $ 1,367,465
IFP Advisors, Inc reports 6.53% decrease in ownership of NI / NiSource Inc.

On April 13, 2026 - IFP Advisors, Inc filed a 13F-HR form disclosing ownership of 29,307 shares of NiSource Inc. (US:NI) valued at $1,367,465 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 31,354 shares of NiSource Inc.. This represents a change in shares of -6.53% during the quarter. The current value of the position is $1,334,348 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)
2026-04-13 2026-03-31 13F NISOURCE cs 65473P105 29,307 -2,047 -6.53 1,367 4.43 0.0284
2026-02-06 2025-12-31 13F NISOURCE cs 65473P105 31,354 27,754 770.94 1,309 744.52 0.0294
2026-02-06 2025-09-30 13F/A-1 NISOURCE cs 65473P105 3,600 2,291 175.02 156 -39.45 0.0040
2025-12-02 2025-09-30 13F NISOURCE cs 65473P105 2,406 1,097 208 0.0054
2025-07-24 2025-06-30 13F NISOURCE cs 65473P105 1,309 -2,874 -68.71 256 43.82 0.0073
2025-05-05 2025-03-31 13F NISOURCE cs 65473P105 4,183 109 2.68 179 11.95 0.0055
2025-02-04 2024-12-31 13F NISOURCE cs 65473P105 4,074 67 1.67 160 15.22 0.0052
2025-02-04 2024-09-30 13F NISOURCE cs 65473P105 4,007 89 2.27 139 23.21 0.0050
2024-07-30 2024-06-30 13F NISOURCE cs 65473P105 3,918 -2,472 -38.69 113 -36.36 0.0045
2024-07-30 2024-03-31 13F NISOURCE cs 65473P105 6,390 -2,204 -25.65 177 -22.81 0.0078
2024-01-09 2023-12-31 13F NISOURCE cs 65473P105 8,594 -5,442 -38.77 228 -34.10 0.0108
2023-10-12 2023-09-30 13F NISOURCE cs 65473P105 14,036 777 5.86 346 -4.42 0.0156
2023-08-14 2023-06-30 13F/A-1 NISOURCE cs 65473P105 13,259 368 2.85 363 10.37 0.0152
2023-08-04 2023-06-30 13F NISOURCE cs 65473P105 13,259 368 338 0.0156
2023-04-18 2023-03-31 13F NISOURCE cs 65473P105 12,891 -2,768 -17.68 328 0.0143
2023-02-07 2022-12-31 13F NISOURCE cs 65473P105 15,659 11,067 241.01 0 -100.00 0.0106
2022-11-08 2022-09-30 13F NISOURCE cs 65473P105 4,592 1,527 49.82 119 46.91 0.0031
2022-09-06 2022-06-30 13F/A-1 NISOURCE cs 65473P105 3,065 0 0.00 81 0.00 0.0026
2022-09-06 2022-03-31 13F/A-1 NISOURCE cs 65473P105 3,065 2,108 220.27 81 189.29 0.0026
2022-08-08 2022-03-31 13F NISOURCE INC COM Stock 65473P105 977 20 27 0.0006
2022-01-12 2021-12-31 13F NISOURCE INC COM Stock 65473P105 957 0 0.00 28 12.00 0.0005
2021-10-06 2021-09-30 13F NISOURCE INC COM Stock 65473P105 957 0 0.00 25 4.17 0.0005
2021-07-13 2021-06-30 13F NISOURCE INC COM Stock 65473P105 957 21 2.24 24 4.35 0.0005
2021-04-30 2021-03-31 13F NISOURCE INC COM Stock 65473P105 936 -9,936 -91.39 23 -90.91 0.0004
2021-01-25 2020-12-31 13F NISOURCE INC COM Stock 65473P105 10,872 -370 -3.29 253 2.02 0.0103
2020-10-29 2020-09-30 13F NISOURCE INC COM Stock 65473P105 11,242 173 1.56 248 -2.36 0.0148
2020-08-05 2020-06-30 13F NISOURCE INC COM Stock 65473P105 11,069 1,800 19.42 254 11.89 0.0201
2020-05-12 2020-03-31 13F NISOURCE INC COM Stock 65473P105 9,269 167 1.83 227 -8.47 0.0229
2020-01-17 2019-12-31 13F NISOURCE INC COM Stock 65473P105 9,102 2,135 30.64 248 15.89 0.0186
2019-11-07 2019-09-30 13F NISOURCE INC COM Stock 65473P105 6,967 2,347 50.80 214 64.62 0.0143
2019-05-15 2019-03-31 13F NISOURCE Stock 65473P105 4,620 -5,407 -53.92 130 -49.02 0.0177
2019-06-03 2018-12-31 13F/A-10 NISOURCE INC COM Stock 65473P105 10,027 -12,803 -56.08 255 -55.18 0.0155
2019-01-23 2018-12-31 13F NISOURCE INC COM Stock 65473P105 10,027 -12,803 255 0.0155
2019-06-03 2018-09-30 13F/A-9 NISOURCE INC COM Stock 65473P105 22,830 930 4.25 569 -1.22 0.0232
2018-10-25 2018-09-30 13F NISOURCE INC COM Stock 65473P105 22,830 930 569 0.0232
2019-06-03 2018-06-30 13F/A-8 NISOURCE INC COM Stock 65473P105 21,900 -729 -3.22 576 -0.86 0.0242
2018-08-07 2018-06-30 13F NISOURCE INC COM Stock 65473P105 21,900 187 576
2019-06-03 2018-03-31 13F/A-7 NISOURCE INC COM Stock 65473P105 22,629 0 0.00 581 0.00 0.0263
2018-05-09 2018-03-31 13F NISOURCE INC COM Stock 65473P105 21,713 -916 519
2019-06-03 2017-12-31 13F/A-6 NISOURCE INC COM Stock 65473P105 22,629 -24,561 -52.05 581 -51.90 0.0263
2018-01-24 2017-12-31 13F NISOURCE INC COM Stock 65473P105 22,629 -24,561 581
2017-10-30 2017-09-30 13F NISOURCE INC COM Stock 65473P105 47,190 -687 -1.43 1,208 -0.49 0.0480
2019-06-03 2017-06-30 13F/A-5 NISOURCE INC COM Stock 65473P105 47,877 -165 -0.34 1,214 6.21 0.0515
2017-07-31 2017-06-30 13F NISOURCE INC COM Stock 65473P105 47,877 -165 1,214
2019-06-03 2017-03-31 13F/A-4 NISOURCE INC COM Stock 65473P105 48,042 -97 -0.20 1,143 7.22 0.0498
2017-04-26 2017-03-31 13F NISOURCE INC COM Stock 65473P105 48,042 -97 1,143
2019-06-03 2016-12-31 13F/A-3 NISOURCE INC COM Stock 65473P105 48,139 -292 -0.60 1,066 -8.73 0.0514
2017-02-14 2016-12-31 13F NISOURCE INC COM Stock 65473P105 48,139 -292 1,066
2016-11-04 2016-09-30 13F NISOURCE INC COM Stock 65473P105 48,431 -1,863 -3.70 1,168 -12.44 0.0607
2019-06-03 2016-06-30 13F/A-2 NISOURCE INC COM Stock 65473P105 50,294 45,674 988.61 1,334 926.15 0.0745
2016-08-22 2016-06-30 13F NISOURCE INC COM Stock 65473P105 50,294 45,674 1,334
2019-06-03 2016-03-31 13F/A-1 NISOURCE Stock 65473P105 4,620 -13,097 -73.92 130 -62.43 0.0177
2016-05-02 2016-03-31 13F NISOURCE INC COM Stock 65473P105 41,708 23,991 983
2016-02-11 2015-12-31 13F NISOURCE INC COM Stock 65473P105 17,717 17,717 346 0.0232
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.