NiSource Inc.
US ˙ NYSE ˙ US65473P1057

SecurityNI / NiSource Inc.
InstitutionWetherby Asset Management Inc
Latest Disclosed Ownership7,240 shares
Latest Disclosed Value $ 313,492
Wetherby Asset Management Inc reports 0.21% increase in ownership of NI / NiSource Inc.

On November 14, 2025 - Wetherby Asset Management Inc filed a 13F-HR form disclosing ownership of 7,240 shares of NiSource Inc. (US:NI) valued at $313,492 USD as of September 30, 2025. The entity filed a previous 13F-HR on August 14, 2025 disclosing 7,225 shares of NiSource Inc.. This represents a change in shares of 0.21% during the quarter. The current value of the position is $337,456 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)
2025-11-14 2025-09-30 13F NISOURCE COM 65473P105 7,240 15 0.21 313 7.56 0.0128
2025-08-14 2025-06-30 13F NISOURCE COM 65473P105 7,225 -78 -1.07 291 8.58 0.0130
2025-02-14 2024-12-31 13F NISOURCE COM 65473P105 7,303 291 4.15 268 10.74 0.0129
2024-11-14 2024-09-30 13F NISOURCE COM 65473P105 7,012 -155 -2.16 243 17.48 0.0111
2024-08-14 2024-06-30 13F NISOURCE COM 65473P105 7,167 7,167 206 0.0097
2023-11-14 2023-09-30 13F NISOURCE COM 65473P105 0 -7,908 -100.00 0 -100.00
2023-08-14 2023-06-30 13F NISOURCE COM 65473P105 7,908 -97 -1.21 216 -3.14 0.0116
2023-05-12 2023-03-31 13F NISOURCE COM 65473P105 8,005 -247 -2.99 224 -1.33 0.0131
2023-02-14 2022-12-31 13F NISOURCE COM 65473P105 8,252 -790 -8.74 226 -0.88 0.0145
2022-11-14 2022-09-30 13F NISOURCE COM 65473P105 9,042 -1,766 -16.34 228 -28.53 0.0161
2022-08-15 2022-06-30 13F NISOURCE COM 65473P105 10,808 -257 -2.32 319 -9.37 0.0218
2022-05-16 2022-03-31 13F NISOURCE COM 65473P105 11,065 918 9.05 352 25.71 0.0202
2022-02-14 2021-12-31 13F NISOURCE COM 65473P105 10,147 -12 -0.12 280 13.82 0.0157
2021-11-15 2021-09-30 13F NISOURCE COM 65473P105 10,159 -737 -6.76 246 -7.87 0.0152
2021-08-16 2021-06-30 13F NISOURCE COM 65473P105 10,896 10,896 267 0.0163
2020-08-14 2020-06-30 13F NISOURCE COM 65473P105 0 -9,594 -100.00 0 -100.00
2020-05-06 2020-03-31 13F NISOURCE COM 65473P105 9,594 1,231 14.72 240 3.00 0.0269
2020-01-28 2019-12-31 13F NISOURCE COM 65473P105 8,363 -263 -3.05 233 -9.69 0.0229
2019-10-31 2019-09-30 13F NISOURCE COM 65473P105 8,626 318 3.83 258 7.95 0.0269
2019-07-25 2019-06-30 13F NISOURCE COM 65473P105 8,308 94 1.14 239 1.70 0.0262
2019-07-25 2019-03-31 13F/A-1 NISOURCE COM 65473P105 8,214 -1,612 -16.41 235 -5.62 0.0293
2019-05-09 2019-03-31 13F NISOURCE COM 65473P105 8,214 -1,612 235
2019-01-30 2018-12-31 13F NISOURCE COM 65473P105 9,826 414 4.40 249 5.96 0.0352
2018-11-07 2018-09-30 13F NISOURCE COM 65473P105 9,412 127 1.37 235 -3.69 0.0290
2018-07-24 2018-06-30 13F NISOURCE COM 65473P105 9,285 -282 -2.95 244 7.02 0.0330
2018-05-04 2018-03-31 13F NISOURCE COM 65473P105 9,567 430 4.71 228 -2.56 0.0315
2018-02-09 2017-12-31 13F NISOURCE COM 65473P105 9,137 362 4.13 234 4.46 0.0325
2017-11-13 2017-09-30 13F NISOURCE COM 65473P105 8,775 -41 -0.47 224 0.00 0.0333
2017-08-01 2017-06-30 13F NISOURCE COM 65473P105 8,816 150 1.73 224 8.74 0.0381
2017-04-27 2017-03-31 13F NISOURCE COM 65473P105 8,666 8,666 -1.70 206 -8.04 0.0370
2017-02-08 2016-12-31 13F NISOURCE COM 65473P105 0 -10,128 -100.00 0 -100.00
2016-11-14 2016-09-30 13F NISOURCE COM 65473P105 10,128 572 5.99 245 -3.16 0.0496
2016-08-10 2016-06-30 13F NISOURCE COM 65473P105 9,556 -106 -1.10 253 11.45 0.0561
2016-05-10 2016-03-31 13F NISOURCE COM 65473P105 9,662 9,662 1.11 227 -10.28 0.0535
2016-02-08 2015-12-31 13F NISOURCE COM 65473P105 0 0 0 0.0000
2015-11-12 2015-09-30 13F NISOURCE COM 65473P105 0 -9,587 -100.00 0 -100.00
2015-08-12 2015-06-30 13F NISOURCE COM 65473P105 9,587 66 0.69 437 4.05 0.1051
2015-05-08 2015-03-31 13F NISOURCE COM 65473P105 9,521 332 3.61 420 7.69 0.1022
2015-02-12 2014-12-31 13F NISOURCE COM 65473P105 9,189 124 1.37 390 5.12 0.0981
2014-11-03 2014-09-30 13F NISOURCE COM 65473P105 9,065 23 0.25 371 4.21 0.1034
2014-08-01 2014-06-30 13F NISOURCE COM 65473P105 9,042 -340 -3.62 356 6.91 0.1005
2014-05-05 2014-03-31 13F/A-1 NISOURCE COM 65473P105 9,382 -95 -1.00 333 6.73 0.0955
2014-04-30 2014-03-31 13F NISOURCE COM 65473P105 9,382 333
2014-01-29 2013-12-31 13F NISOURCE COM 65473P105 9,477 -395 -4.00 312 2.30 0.0890
2013-10-29 2013-09-30 13F NISOURCE COM 65473P105 9,872 116 1.19 305 9.32 0.0952
2013-07-24 2013-06-30 13F NISOURCE COM 65473P105 9,756 9,756 279 0.0972
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.