NiSource Inc.
US ˙ NYSE ˙ US65473P1057

SecurityNI / NiSource Inc.
InstitutionSavant Capital, LLC
Latest Disclosed Ownership15,308 shares
Latest Disclosed Value $ 714,284
Savant Capital, LLC reports 5.16% increase in ownership of NI / NiSource Inc.

On May 4, 2026 - Savant Capital, LLC filed a 13F-HR form disclosing ownership of 15,308 shares of NiSource Inc. (US:NI) valued at $714,271 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 14,557 shares of NiSource Inc.. This represents a change in shares of 5.16% during the quarter. The current value of the position is $713,506 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)
2026-05-04 2026-03-31 13F NISOURCE COM 65473P105 15,308 751 5.16 714 17.63 0.0035
2026-02-10 2025-12-31 13F NISOURCE COM 65473P105 14,557 -214 -1.45 608 -5.01 0.0035
2026-03-04 2025-09-30 13F/A-1 NISOURCE COM 65473P105 14,771 -3 -0.02 640 7.39 0.0039
2025-11-05 2025-09-30 13F NISOURCE COM 65473P105 55,259 161 2,393 0.0127
2026-03-04 2025-06-30 13F/A-1 NISOURCE COM 65473P105 14,774 1,085 7.93 596 8.58 0.0043
2025-08-06 2025-06-30 13F NISOURCE COM 65473P105 55,098 854 2,223 0.0138
2026-03-04 2025-03-31 13F/A-1 NISOURCE COM 65473P105 13,689 -41,018 -74.98 549 -72.75 0.0046
2025-05-08 2025-03-31 13F NISOURCE COM 65473P105 54,244 -463 2,175 0.0158
2025-01-29 2024-12-31 13F NISOURCE COM 65473P105 54,707 705 1.31 2,011 7.48 0.0158
2024-11-04 2024-09-30 13F NISOURCE COM 65473P105 54,002 1,230 2.33 1,871 23.09 0.0155
2024-08-05 2024-06-30 13F NISOURCE COM 65473P105 52,772 40,074 315.59 1,520 333.05 0.0152
2024-05-06 2024-03-31 13F NISOURCE COM 65473P105 12,698 889 7.53 351 12.14 0.0040
2024-02-05 2023-12-31 13F NISOURCE COM 65473P105 11,809 177 1.52 314 9.06 0.0040
2023-11-07 2023-09-30 13F NISOURCE COM 65473P105 11,632 288 2.54 287 -7.42 0.0043
2023-08-04 2023-06-30 13F NISOURCE COM 65473P105 11,344 942 9.06 310 6.90 0.0049
2023-05-03 2023-03-31 13F NISOURCE COM 65473P105 10,402 10,402 291 0.0054
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.