NiSource Inc.
US ˙ NYSE ˙ US65473P1057

SecurityNI / NiSource Inc.
InstitutionTcw Group Inc
Latest Disclosed Ownership1,940,380 shares
Latest Disclosed Value $ 90,538,131
Tcw Group Inc reports 5.63% increase in ownership of NI / NiSource Inc.

On May 14, 2026 - Tcw Group Inc filed a 13F-HR form disclosing ownership of 1,940,380 shares of NiSource Inc. (US:NI) valued at $90,538,131 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 1,836,962 shares of NiSource Inc.. This represents a change in shares of 5.63% during the quarter. The current value of the position is $88,966,423 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)
2026-05-14 2026-03-31 13F NISOURCE COM 65473P105 1,940,380 103,418 5.63 90,538 18.02 0.3625
2026-02-17 2025-12-31 13F NISOURCE COM 65473P105 1,836,962 -517,168 -21.97 76,712 -24.74 0.5495
2025-11-14 2025-09-30 13F NISOURCE COM 65473P105 2,354,130 672,034 39.95 101,934 50.22 0.8536
2025-08-14 2025-06-30 13F NISOURCE COM 65473P105 1,682,096 -71,799 -4.09 67,856 -3.50 0.5316
2025-05-07 2025-03-31 13F NISOURCE COM 65473P105 1,753,895 49,840 2.92 70,314 12.25 0.6292
2025-02-04 2024-12-31 13F NISOURCE COM 65473P105 1,704,055 183,701 12.08 62,641 18.91 0.5260
2024-11-19 2024-09-30 13F/A-1 NISOURCE COM 65473P105 1,520,354 128,371 9.22 52,680 31.36 0.4606
2024-11-08 2024-09-30 13F NISOURCE COM 65473P105 1,520,354 128,371 52,680 0.2369
2024-07-19 2024-06-30 13F NISOURCE COM 65473P105 1,391,983 518,873 59.43 40,103 66.06 0.3585
2024-05-10 2024-03-31 13F NISOURCE COM 65473P105 873,110 80,923 10.22 24,150 14.83 0.2445
2024-02-09 2023-12-31 13F NISOURCE COM 65473P105 792,187 57,498 7.83 21,033 15.99 0.2344
2023-11-15 2023-09-30 13F NISOURCE COM 65473P105 734,689 438,714 148.23 18,132 124.02 0.2278
2023-08-14 2023-06-30 13F NISOURCE COM 65473P105 295,975 295,975 8,095 0.0898
2017-05-11 2017-03-31 13F NISOURCE COM 65473P105 0 -23,800 -100.00 0 -100.00
2017-02-10 2016-12-31 13F NISOURCE COM 65473P105 23,800 0 0.00 527 -8.19 0.0040
2016-11-14 2016-09-30 13F NISOURCE COM 65473P105 23,800 200 0.85 574 -8.31 0.0044
2016-08-12 2016-06-30 13F/A-1 NISOURCE COM 65473P105 23,600 1,200 5.36 626 18.56 0.0047
2016-08-11 2016-06-30 13F NISOURCE COM 65473P105 23,600 626
2016-05-16 2016-03-31 13F NISOURCE COM 65473P105 22,400 350 1.59 528 22.79 0.0039
2016-02-16 2015-12-31 13F NISOURCE COM 65473P105 22,050 300 1.38 430 6.70 0.0031
2015-11-13 2015-09-30 13F NISOURCE COM 65473P105 21,750 200 0.93 403 -58.96 0.0029
2015-08-12 2015-06-30 13F NISOURCE COM 65473P105 21,550 -67,500 -75.80 982 -75.03 0.0063
2015-05-13 2015-03-31 13F NISOURCE COM 65473P105 89,050 650 0.74 3,932 4.85 0.0189
2015-02-13 2014-12-31 13F NISOURCE COM 65473P105 88,400 -66,000 -42.75 3,750 -40.73 0.0157
2014-11-14 2014-09-30 13F NISOURCE COM 65473P105 154,400 -3,350 -2.12 6,327 1.95 0.0254
2014-08-14 2014-06-30 13F NISOURCE COM 65473P105 157,750 1,750 1.12 6,206 11.96 0.0256
2014-05-13 2014-03-31 13F NISOURCE COM 65473P105 156,000 1,150 0.74 5,543 8.88 0.0230
2014-02-18 2013-12-31 13F/A-1 NISOURCE COM 65473P105 154,850 450 0.29 5,091 6.75 0.0215
2014-02-14 2013-12-31 13F NISOURCE COM 65473P105 5,091 154,850
2013-11-14 2013-09-30 13F NISOURCE COM 65473P105 154,400 1,400 0.92 4,769 8.83 0.0220
2013-08-14 2013-06-30 13F/A-1 NISOURCE COM 65473P105 153,000 153,000 4,382 0.0216
2013-08-14 2013-06-30 13F NISOURCE COM 65473P105 153,000 4,382
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.