NiSource Inc.
US ˙ NYSE ˙ US65473P1057

SecurityNI / NiSource Inc.
InstitutionAviva Plc
Latest Disclosed Ownership1,525,662 shares
Latest Disclosed Value $ 71,187,389
Aviva Plc reports 2.69% increase in ownership of NI / NiSource Inc.

On May 14, 2026 - Aviva Plc filed a 13F-HR form disclosing ownership of 1,525,662 shares of NiSource Inc. (US:NI) valued at $71,187,389 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 1,485,693 shares of NiSource Inc.. This represents a change in shares of 2.69% during the quarter. The current value of the position is $69,463,391 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 1,525,662 39,969 2.69 71,187 14.74 0.1194
2026-02-12 2025-12-31 13F NISOURCE COM 65473P105 1,485,693 81,710 5.82 62,043 2.06 0.1046
2025-11-13 2025-09-30 13F NISOURCE COM 65473P105 1,403,983 88,663 6.74 60,792 14.57 0.1105
2025-08-07 2025-06-30 13F NISOURCE COM 65473P105 1,315,320 84,865 6.90 53,060 7.57 0.1096
2025-05-15 2025-03-31 13F NISOURCE COM 65473P105 1,230,455 1,222,981 16,363.14 49,329 17,902.92 0.1190
2025-02-13 2024-12-31 13F NISOURCE COM 65473P105 7,474 0 0.00 275 6.20 0.0007
2024-11-14 2024-09-30 13F NISOURCE COM 65473P105 7,474 7,474 259 0.0007
2022-11-14 2022-09-30 13F NISOURCE COM 65473P105 0 -55,606 -100.00 0 -100.00
2022-08-04 2022-06-30 13F NISOURCE COM 65473P105 55,606 -17,378 -23.81 1,640 -29.34 0.0087
2022-05-13 2022-03-31 13F NISOURCE COM 65473P105 72,984 -44,325 -37.78 2,321 -28.34 0.0116
2022-02-10 2021-12-31 13F NISOURCE COM 65473P105 117,309 -2,879 -2.40 3,239 11.23 0.0136
2021-11-12 2021-09-30 13F NISOURCE COM 65473P105 120,188 -4,030 -3.24 2,912 -4.30 0.0130
2021-08-10 2021-06-30 13F NISOURCE COM 65473P105 124,218 -4,130 -3.22 3,043 -1.65 0.0133
2021-05-13 2021-03-31 13F NISOURCE COM 65473P105 128,348 327 0.26 3,094 5.35 0.0151
2021-02-10 2020-12-31 13F NISOURCE COM 65473P105 128,021 4,079 3.29 2,937 7.70 0.0153
2020-11-12 2020-09-30 13F NISOURCE COM 65473P105 123,942 -1,170 -0.94 2,727 -4.15 0.0161
2020-08-13 2020-06-30 13F/A-1 NISOURCE COM 65473P105 125,112 -6,334 -4.82 2,845 -13.32 0.0177
2020-08-13 2020-06-30 13F NISOURCE COM 65473P105 125,112 -6,334 2,845 8,613.0352
2020-05-14 2020-03-31 13F NISOURCE COM 65473P105 131,446 889 0.68 3,282 -9.71 0.0240
2020-02-10 2019-12-31 13F NISOURCE COM 65473P105 130,557 -1,418 -1.07 3,635 -7.95 0.0220
2019-11-12 2019-09-30 13F NISOURCE COM 65473P105 131,975 -5,438 -3.96 3,949 -0.20 0.0268
2019-07-30 2019-06-30 13F NISOURCE COM 65473P105 137,413 -1,680 -1.21 3,957 -0.73 0.0272
2019-05-14 2019-03-31 13F NISOURCE COM 65473P105 139,093 2,370 1.73 3,986 15.00 0.0267
2019-02-12 2018-12-31 13F NISOURCE COM 65473P105 136,723 -37,593 -21.57 3,466 -20.21 0.0258
2018-11-13 2018-09-30 13F NISOURCE COM 65473P105 174,316 -6,388 -3.54 4,344 -8.53 0.0238
2018-08-01 2018-06-30 13F NISOURCE COM 65473P105 180,704 9,136 5.33 4,749 15.77 0.0280
2018-05-14 2018-03-31 13F NISOURCE COM 65473P105 171,568 -12,376 -6.73 4,102 -13.13 0.0251
2018-02-13 2017-12-31 13F NISOURCE COM 65473P105 183,944 -20,000 -9.81 4,722 -9.52 0.0267
2017-11-13 2017-09-30 13F NISOURCE COM 65473P105 203,944 4,100 2.05 5,219 2.94 0.0281
2017-08-07 2017-06-30 13F NISOURCE COM 65473P105 199,844 -1,470 -0.73 5,070 5.82 0.0283
2017-05-15 2017-03-31 13F NISOURCE COM 65473P105 201,314 -9,429 -4.47 4,791 2.63 0.0274
2017-02-13 2016-12-31 13F NISOURCE COM 65473P105 210,743 -151,074 -41.75 4,668 -46.51 0.0279
2016-11-14 2016-09-30 13F NISOURCE COM 65473P105 361,817 169,718 88.35 8,727 71.25 0.0545
2016-08-05 2016-06-30 13F NISOURCE COM 65473P105 192,099 29,313 18.01 5,096 32.88 0.0349
2016-05-12 2016-03-31 13F NISOURCE COM 65473P105 162,786 8,087 5.23 3,835 27.07 0.0285
2016-02-11 2015-12-31 13F NISOURCE COM 65473P105 154,699 -689 -0.44 3,018 4.72 0.0229
2015-11-12 2015-09-30 13F NISOURCE COM 65473P105 155,388 -2,874 -1.82 2,882 1.62 0.0239
2015-08-06 2015-06-30 13F NISOURCE COM 65473P105 158,262 -9,490 -5.66 2,836 -61.72 0.0201
2015-05-14 2015-03-31 13F NISOURCE COM 65473P105 167,752 167,752 0.00 7,408 0.0508
2015-02-05 2014-12-31 13F/A-1 NISOURCE COM 65473P105 0 -130,074 -100.00 0 -100.00
2014-11-13 2014-09-30 13F NISOURCE COM 65473P105 130,074 2,270 1.78 5,330 6.01 0.0422
2014-08-13 2014-06-30 13F NISOURCE COM 65473P105 127,804 -500 -0.39 5,028 10.29 0.0384
2014-05-14 2014-03-31 13F NISOURCE COM 65473P105 128,304 6,580 5.41 4,559 13.92 0.0369
2014-02-13 2013-12-31 13F NISOURCE COM 65473P105 121,724 5,001 4.28 4,002 10.98 0.0335
2013-11-13 2013-09-30 13F NISOURCE COM 65473P105 116,723 26,134 28.85 3,606 39.01 0.0316
2013-08-01 2013-06-30 13F NISOURCE COM 65473P105 90,589 90,589 2,594 0.0262
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.