NiSource: which funds bought and sold

Institutions that bought and sold NiSource shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 485 institutions that filed 13F reports for both quarters added to or opened positions in NiSource, and 314 cut or closed them. Together they sold a net 777K shares, −0.2% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 8.5M shares (−7.4%); index fund managers were net buyers of 4.8M shares (+3.0%). 89 opened a new position and 69 sold out entirely.

Bought, Q2 2026 485 institutions, 89 of them new holders Sold, Q2 2026 314 institutions, 69 of them sold out

Net change, all compared −777K shares (−0.2%)

Net change, active managers −8.5M shares (−7.4%), 47 bought, 31 sold

Buyers versus sellers

institutions compared, 959

485 bought 160 314 sold

Active managers and hedge funds 47 bought · 31 sold · −8.5M

Index fund managers 10 bought · 2 sold · +4.8M

Other institutions 428 bought · 281 sold · +2.9M

Biggest buyers

by change in shares held

Biggest buyers
Institution	Change in shares	Shares June 30, 2026	Value
Blackrock, Inc. Index funds	+3.5M +6.8%	55.0M	$2.6B
Balyasny Asset Management L.P. Hedge fund	+3.4M +27379.1%	3.5M	$164M
Citadel Advisors LLC Hedge fund	+2.9M +360.8%	3.7M	$177M
Qube Research & Technologies Ltd Hedge fund	+2.4M +2320.0%	2.5M	$119M
Ontario Teachers Pension Plan Board	+1.7M +6206.4%	1.8M	$83.2M
Bridgewater Associates, LP Hedge fund	+1.4M New position	1.4M	$67M
Nuveen, LLC	+1.0M +46.3%	3.2M	$154M
Panagora Asset Management Inc Active manager	+959K New position	959K	$45.6M
FMR LLC Active manager	+946K +10.3%	10.2M	$484M
AQR Capital Management LLC Hedge fund	+908K +56.2%	2.5M	$120M
Amundi	+868K +94.3%	1.8M	$85M
Renaissance Technologies LLC Hedge fund	+738K +8203.3%	747K	$35.5M
Prudential Financial Inc	+630K +233.1%	901K	$42.8M
Schroder Investment Management Group Active manager	+598K +58.3%	1.6M	$78.3M
Bank Of America Corp	+541K +17.5%	3.6M	$173M
State Street Corp Index funds	+520K +1.9%	27.6M	$1.3B
Yaupon Capital Management LP Hedge fund	+507K +40.8%	1.7M	$83.2M
Goldman Sachs Group Inc	+456K +11.7%	4.3M	$207M
Ae Wealth Management LLC	+438K +165.3%	703K	$33.4M
Canada Pension Plan Investment Board	+423K +131.9%	743K	$35.3M

Biggest buyers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Balyasny Asset Management L.P. Hedge fund	+3.4M +27379.1%	3.5M	$164M
Citadel Advisors LLC Hedge fund	+2.9M +360.8%	3.7M	$177M
Qube Research & Technologies Ltd Hedge fund	+2.4M +2320.0%	2.5M	$119M
Bridgewater Associates, LP Hedge fund	+1.4M New position	1.4M	$67M
Panagora Asset Management Inc Active manager	+959K New position	959K	$45.6M
FMR LLC Active manager	+946K +10.3%	10.2M	$484M
AQR Capital Management LLC Hedge fund	+908K +56.2%	2.5M	$120M
Renaissance Technologies LLC Hedge fund	+738K +8203.3%	747K	$35.5M
Schroder Investment Management Group Active manager	+598K +58.3%	1.6M	$78.3M
Yaupon Capital Management LP Hedge fund	+507K +40.8%	1.7M	$83.2M

Biggest sellers

by change in shares held

Biggest sellers
Institution	Change in shares	Shares June 30, 2026	Value
T. Rowe Price Investment Management, Inc. Active manager	−20.0M −40.1%	29.8M	$1.4B
UBS Group AG	−3.8M −65.2%	2.0M	$97.3M
Bank Of Montreal	−1.7M −50.2%	1.7M	$80.3M
Jpmorgan Chase & Co	−1.6M −18.7%	7.0M	$335M
Capital International, Inc. Active manager	−924K Sold out	0	—
Zimmer Partners, LP Hedge fund	−866K −16.8%	4.3M	$203M
Squarepoint Ops LLC Hedge fund	−541K −92.1%	46K	$2.2M
Pfa Pension, Forsikringsaktieselskab	−472K −19.7%	1.9M	$91.7M
Wellington Management Group LLP Active manager	−453K −10.0%	4.1M	$194M
TCW Group Inc Active manager	−432K −22.3%	1.5M	$71.7M
Trexquant Investment LP Hedge fund	−374K Sold out	0	—
Manufacturers Life Insurance Company, The	−355K −29.3%	859K	$40.8M
Artemis Investment Management LLP Active manager	−329K −33.6%	651K	$30.9M
Tredje Ap-Fonden	−303K Sold out	0	—
BNP Paribas Asset Management Holding S.A.	−286K −74.2%	99K	$4.7M
Adage Capital Partners Gp, L.L.C. Hedge fund	−253K −22.4%	877K	$41.7M
Capital International Investors Active manager	−240K Sold out	0	—
Aberdeen Group PLC	−238K −51.4%	225K	$10.7M
Brookfield Corp	−228K −6.2%	3.5M	$164M
Royal Bank Of Canada	−222K −8.0%	2.6M	$121M

Biggest sellers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
T. Rowe Price Investment Management, Inc. Active manager	−20.0M −40.1%	29.8M	$1.4B
Capital International, Inc. Active manager	−924K Sold out	0	—
Zimmer Partners, LP Hedge fund	−866K −16.8%	4.3M	$203M
Squarepoint Ops LLC Hedge fund	−541K −92.1%	46K	$2.2M
Wellington Management Group LLP Active manager	−453K −10.0%	4.1M	$194M
TCW Group Inc Active manager	−432K −22.3%	1.5M	$71.7M
Trexquant Investment LP Hedge fund	−374K Sold out	0	—
Artemis Investment Management LLP Active manager	−329K −33.6%	651K	$30.9M
Adage Capital Partners Gp, L.L.C. Hedge fund	−253K −22.4%	877K	$41.7M
Capital International Investors Active manager	−240K Sold out	0	—

New positions

largest by value

Institution	Shares	Value June 30, 2026
Bridgewater Associates, LPHedge fund	1.4M	$67M
Panagora Asset Management IncActive manager	959K	$45.6M
Capitolis Liquid Global Markets LLC	378K	$18M
HRT Financial LP	318K	$15.1M
Tocqueville Asset Management L.P.Active manager	300K	$14.2M
Graham Capital Management, L.P.Hedge fund	224K	$10.6M
Sagefield Capital LP	210K	$10M
Gotham Asset Management, LLCHedge fund	201K	$9.6M
Lighthouse Investment Partners, LLCHedge fund	197K	$9.4M
Entropy Technologies, LP	107K	$5.1M

Sold out

largest by value

Institution	Shares	Value March 31, 2026
Capital International, Inc.Active manager	924K	$43.1M
Trexquant Investment LPHedge fund	374K	$17.4M
Tredje Ap-Fonden	303K	$14.1M
Capital International InvestorsActive manager	240K	$11.2M
Susquehanna Portfolio Strategies, LLC	208K	$9.7M
Millennium Management LLCHedge fund	159K	$7.4M
Wedge Capital Management L L PActive manager	116K	$5.4M
Energy Income Partners, LLC	65K	$3M
Dynamic Technology Lab Private Ltd	59K	$2.8M
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main	48K	$2.2M

Who holds the shares

13F holdings at June 30, 2026

Institutions reporting: 906
Ten largest holders: 48.4%
Index fund managers: 36.2%
Active managers and hedge funds: 23.1%

Buying and selling by type of institution, March 31, 2026 to June 30, 2026
Type	Bought	Sold	New	Sold out	Net change in shares	Net %
Active managers and hedge funds	47	31	11	9	−8.5M	−7.4%
Index fund managers	10	2	0	0	+4.8M	+3.0%
Other institutions	428	281	78	60	+2.9M	+1.6%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

What these filings can and cannot tell you

Form 13F lists the long positions in US-listed shares held by investment managers with more than $100 million in such holdings. Managers file it up to 45 days after each quarter ends, so this page shows what funds held at the end of each quarter, not what they are doing now: a position may have changed since. Short positions, most derivatives and smaller managers are not included, and a cut can mean a fund lost clients or rebalanced rather than a view on NiSource.

Only managers that filed a holdings report for both quarters are compared (959 here). 25 other holders are left out: first-time or late filers, firms that changed their SEC registration, and filings that withheld positions under confidential treatment, any of which would otherwise look like a new position or a sale. Figures are as reported by each manager in the SEC's quarterly 13F data sets; option positions are excluded.

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