NiSource Inc.
US ˙ NYSE ˙ US65473P1057

SecurityNI / NiSource Inc.
InstitutionCwm, Llc
Latest Disclosed Ownership642,746 shares
Latest Disclosed Value $ 29,990,528
Cwm, Llc reports 4.46% decrease in ownership of NI / NiSource Inc.

On May 14, 2026 - Cwm, Llc filed a 13F-HR form disclosing ownership of 642,746 shares of NiSource Inc. (US:NI) valued at $29,990,528 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 672,735 shares of NiSource Inc.. This represents a change in shares of -4.46% during the quarter. The current value of the position is $29,469,904 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 642,746 -29,989 -4.46 29,991 107,007.14 0.0788
2026-01-26 2025-12-31 13F NISOURCE COM 65473P105 672,735 -20,025 -2.89 28 -3.45 0.0761
2025-10-15 2025-09-30 13F NISOURCE COM 65473P105 692,760 -7,272 -1.04 30 3.57 0.0902
2025-07-25 2025-06-30 13F NISOURCE COM 65473P105 700,032 -22,060 -3.06 28 0.00 0.0996
2025-05-01 2025-03-31 13F NISOURCE COM 65473P105 722,092 -37,244 -4.90 29 3.70 0.1154
2025-02-04 2024-12-31 13F NISOURCE COM 65473P105 759,336 -36,602 -4.60 28 0.00 0.1158
2024-10-08 2024-09-30 13F NISOURCE COM 65473P105 795,938 -31,942 -3.86 28 17.39 0.1186
2024-07-10 2024-06-30 13F NISOURCE COM 65473P105 827,880 813,770 5,767.33 24 0.1124
2024-04-05 2024-03-31 13F NISOURCE COM 65473P105 14,110 1,073 8.23 0 0.0019
2024-02-01 2023-12-31 13F NISOURCE COM 65473P105 13,037 1,660 14.59 0 0.0019
2023-10-11 2023-09-30 13F NISOURCE COM 65473P105 11,377 306 2.76 0 0.0017
2023-08-03 2023-06-30 13F NISOURCE COM 65473P105 11,071 885 8.69 0 0.0019
2023-05-01 2023-03-31 13F NISOURCE COM 65473P105 10,186 349 3.55 0 0.0019
2023-02-01 2022-12-31 13F NISOURCE COM 65473P105 9,837 1,887 23.74 0 -100.00 0.0020
2022-10-27 2022-09-30 13F NISOURCE COM 65473P105 7,950 401 5.31 200 -10.31 0.0016
2022-07-28 2022-06-30 13F NISOURCE COM 65473P105 7,549 243 3.33 223 -3.88 0.0017
2022-04-21 2022-03-31 13F NISOURCE COM 65473P105 7,306 323 4.63 232 20.21 0.0016
2022-01-31 2021-12-31 13F NISOURCE COM 65473P105 6,983 1,399 25.05 193 40.88 0.0014
2021-09-15 2021-06-30 13F/A-1 NISOURCE COM 65473P105 5,584 0 0.00 137 0.00 0.0011
2021-07-29 2021-06-30 13F NISOURCE COM 65473P105 5,584 0 137 0.0011
2021-09-15 2021-03-31 13F/A-1 NISOURCE COM 65473P105 5,584 0 0.00 137 0.00 0.0011
2021-04-27 2021-03-31 13F NISOURCE COM 65473P105 5,231 -353 126 0.0011
2021-09-15 2020-12-31 13F/A-1 NISOURCE COM 65473P105 5,584 0 0.00 137 0.00 0.0011
2021-01-27 2020-12-31 13F NISOURCE COM 65473P105 5,147 -437 118 0.0011
2021-09-15 2020-09-30 13F/A-1 NISOURCE COM 65473P105 5,584 0 0.00 137 0.00 0.0011
2020-10-19 2020-09-30 13F NISOURCE COM 65473P105 5,137 -447 113 0.0013
2021-09-15 2020-06-30 13F/A-1 NISOURCE COM 65473P105 5,584 0 0.00 137 0.00 0.0011
2020-07-22 2020-06-30 13F NISOURCE COM 65473P105 5,780 196 131 0.0016
2021-09-15 2020-03-31 13F/A-1 NISOURCE COM 65473P105 5,584 0 0.00 137 0.00 0.0011
2020-04-28 2020-03-31 13F NISOURCE COM 65473P105 437 -5,147 11 0.0002
2021-09-14 2019-12-31 13F/A-1 NISOURCE COM 65473P105 5,584 0 0.00 137 0.00 0.0011
2020-01-27 2019-12-31 13F NISOURCE COM 65473P105 437 -5,147 12 0.0002
2021-09-14 2019-09-30 13F/A-1 NISOURCE COM 65473P105 5,584 0 0.00 137 0.00 0.0011
2019-10-22 2019-09-30 13F NISOURCE COM 65473P105 310 -5,274 9 0.0001
2021-09-14 2019-06-30 13F/A-1 NISOURCE COM 65473P105 5,584 0 0.00 137 0.00 0.0011
2019-07-31 2019-06-30 13F NISOURCE COM 65473P105 310 -5,274 9 0.0001
2021-09-02 2019-03-31 13F/A-1 NISOURCE COM 65473P105 5,584 5,242 1,532.75 137 1,422.22 0.0011
2019-04-22 2019-03-31 13F NISOURCE COM 65473P105 386 44 11 0.0002
2019-01-25 2018-12-31 13F NISOURCE COM 65473P105 342 -174 -33.72 9 -30.77 0.0002
2018-10-29 2018-09-30 13F NISOURCE COM 65473P105 516 -5 -0.96 13 -7.14 0.0003
2018-07-31 2018-06-30 13F NISOURCE COM 65473P105 521 362 227.67 14 250.00 0.0005
2018-04-26 2018-03-31 13F NISOURCE COM 65473P105 159 19 13.57 4 0.00 0.0002
2018-01-16 2017-12-31 13F NISOURCE COM 65473P105 140 40 40.00 4 33.33 0.0002
2017-10-16 2017-09-30 13F NISOURCE COM 65473P105 100 -3 -2.91 3 0.00 0.0001
2017-07-17 2017-06-30 13F NISOURCE COM 65473P105 103 11 11.96 3 50.00 0.0002
2017-04-17 2017-03-31 13F NISOURCE COM 65473P105 92 -77 -45.56 2 -50.00 0.0001
2017-01-19 2016-12-31 13F NISOURCE COM 65473P105 169 -1 -0.59 4 0.00 0.0002
2016-10-17 2016-09-30 13F NISOURCE COM 65473P105 170 170 4 0.0003
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.