NIMC — NISOURCE INC
Reported value held$349.19M
Funds holding (latest)15
Sector—
NIMC (NISOURCE INC) is tracked on HoldingsHub across five years of quarterly 13F filings. 15 funds have reported positions historically, with the sum of their latest reported stakes valued at $349.19M. No fund in our coverage reported a position in the latest filing period, which typically means the stock has fallen out of the tracked funds' portfolios rather than that it cannot be bought.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
Q3 2023 — 8 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Two Sigma Investments history | 1.03M | $100.56M | 0.29% | Add |
| Franklin Resources history | 584.23K | $56.93M | 0.03% | Hold |
| D. E. Shaw & Co history | 540.00K | $52.59M | 0.06% | New |
| Morgan Stanley history | 248.44K | $24.22M | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 88.00K | $8.57M | 0.00% | Add |
| Wells Fargo & Co history | 3.15K | $307.06K | 0.00% | Reduce |
| Bank of America Corp history | 809 | $78.84K | 0.00% | Reduce |
| T. Rowe Price Associates history | 221.95K | $21.69K | 0.00% | Reduce |
Q2 2023 — 11 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Manulife Financial history | 821.14K | $84.13M | 0.08% | Reduce |
| Franklin Resources history | 584.23K | $59.45M | 0.03% | Hold |
| Two Sigma Investments history | 445.00K | $45.28M | 0.12% | New |
| Invesco Ltd history | 181.15K | $18.43M | 0.01% | Add |
| Bank of America Corp history | 122.02K | $12.42M | 0.00% | Reduce |
| Wells Fargo & Co history | 108.25K | $11.01M | 0.00% | Add |
| Morgan Stanley history | 94.12K | $9.51M | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 4.00K | $408.84K | 0.00% | Hold |
| JPMorgan Chase & Co history | 3.14K | $319.09K | 0.00% | Reduce |
| Citigroup Inc history | 2.94K | $299.04K | 0.00% | Reduce |
| T. Rowe Price Associates history | 938.45K | $95.31K | 0.01% | Hold |
Q1 2023 — 13 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Manulife Financial history | 836.34K | $87.26M | 0.09% | Hold |
| Franklin Resources history | 584.23K | $61.03M | 0.03% | Reduce |
| Invesco Ltd history | 176.70K | $18.46M | 0.01% | Hold |
| Bank of America Corp history | 129.16K | $13.49M | 0.00% | Reduce |
| Wells Fargo & Co history | 93.22K | $9.74M | 0.00% | Add |
| Morgan Stanley history | 55.34K | $5.78M | 0.00% | Add |
| JPMorgan Chase & Co history | 48.88K | $5.11M | 0.00% | Add |
| Goldman Sachs Group history | 25.00K | $2.61M | 0.00% | New |
| Fidelity Management & Research (FMR) history | 4.00K | $416.36K | 0.00% | Hold |
| Citigroup Inc history | 3.80K | $397.26K | 0.00% | Hold |
| UBS Group AG history | 1.03K | $108.12K | 0.00% | New |
| T. Rowe Price Associates history | 938.45K | $97.65K | 0.01% | Hold |
| Millennium Management history | 2.13K | $221 | 0.00% | New |
Q4 2022 — 10 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Manulife Financial history | 835.65K | $87.33M | 0.09% | Reduce |
| Franklin Resources history | 589.97K | $60.92M | 0.03% | Reduce |
| Bank of America Corp history | 333.01K | $34.39M | 0.00% | Add |
| Invesco Ltd history | 176.70K | $18.25M | 0.01% | Hold |
| Wells Fargo & Co history | 50.99K | $5.26M | 0.00% | Reduce |
| Morgan Stanley history | 11.61K | $1.21M | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 4.00K | $417.00K | 0.00% | Hold |
| Citigroup Inc history | 3.80K | $392.70K | 0.00% | New |
| T. Rowe Price Associates history | 939.35K | $97.59K | 0.02% | Hold |
| JPMorgan Chase & Co history | 22.99K | $2.37K | 0.00% | New |
Q3 2022 — 8 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Franklin Resources history | 1.65M | $165.75M | 0.10% | Reduce |
| T. Rowe Price Associates history | 940.21K | $94.79M | 0.02% | Reduce |
| Manulife Financial history | 865.93K | $86.94M | 0.10% | Reduce |
| Invesco Ltd history | 176.70K | $17.77M | 0.01% | Add |
| Bank of America Corp history | 148.14K | $14.90M | 0.00% | Add |
| Wells Fargo & Co history | 51.30K | $5.16M | 0.00% | Add |
| Morgan Stanley history | 12.72K | $1.26M | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 4.00K | $401.00K | 0.00% | Hold |
Q2 2022 — 10 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Franklin Resources history | 1.81M | $206.03M | 0.11% | Hold |
| T. Rowe Price Associates history | 967.38K | $109.52M | 0.01% | Reduce |
| Manulife Financial history | 913.64K | $103.37M | 0.11% | Reduce |
| Invesco Ltd history | 156.70K | $17.82M | 0.01% | Add |
| Bank of America Corp history | 133.80K | $15.22M | 0.00% | Reduce |
| Morgan Stanley history | 34.77K | $3.92M | 0.00% | Hold |
| Wells Fargo & Co history | 11.46K | $1.30M | 0.00% | Reduce |
| JPMorgan Chase & Co history | 10.60K | $1.21M | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 4.00K | $452.00K | 0.00% | Hold |
| UBS Group AG history | 242 | $28.00K | 0.00% | Reduce |
New Positions (latest)
No fund opened a new position this quarter.
Fully Exited (vs previous quarter)
No tracked fund fully exited this quarter.
Fund Position History — shares by quarter (top 15 funds)
| Fund | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 | Q1 2022 | Q4 2021 | Q3 2021 |
|---|---|---|---|---|---|---|---|---|---|
| Two Sigma Investments | 1.03M | 445.00K | — | — | — | — | — | — | — |
| Franklin Resources | 584.23K | 584.23K | 584.23K | 589.97K | 1.65M | 1.81M | 1.81M | 1.81M | 1.81M |
| D. E. Shaw & Co | 540.00K | — | — | — | — | — | — | — | — |
| Morgan Stanley | 248.44K | 94.12K | 55.34K | 11.61K | 12.72K | 34.77K | 34.76K | 33.59K | 39.43K |
| Fidelity Management & Research (FMR) | 88.00K | 4.00K | 4.00K | 4.00K | 4.00K | 4.00K | 4.00K | 4.00K | 4.00K |
| Wells Fargo & Co | 3.15K | 108.25K | 93.22K | 50.99K | 51.30K | 11.46K | 11.84K | 8.81K | 18.54K |
| Bank of America Corp | 809 | 122.02K | 129.16K | 333.01K | 148.14K | 133.80K | 226.67K | 107.63K | 24.18K |
| T. Rowe Price Associates | 221.95K | 938.45K | 938.45K | 939.35K | 940.21K | 967.38K | 983.00K | 2.02M | 2.21M |
| JPMorgan Chase & Co | — | 3.14K | 48.88K | 22.99K | — | 10.60K | 45.10K | 22.80K | — |
| Goldman Sachs Group | — | — | 25.00K | — | — | — | — | — | — |
| Citigroup Inc | — | 2.94K | 3.80K | 3.80K | — | — | — | — | — |
| Invesco Ltd | — | 181.15K | 176.70K | 176.70K | 176.70K | 156.70K | 139.90K | 139.90K | 158.92K |
| Millennium Management | — | — | 2.13K | — | — | — | — | 2.43K | — |
| UBS Group AG | — | — | 1.03K | — | — | 242 | 354 | — | — |
| Manulife Financial | — | 821.14K | 836.34K | 835.65K | 865.93K | 913.64K | 935.14K | 939.74K | 937.40K |