NiSource Inc.
US ˙ NYSE ˙ US65473P1057

SecurityNI / NiSource Inc.
InstitutionMackenzie Financial Corp
Latest Disclosed Ownership60,656 shares
Latest Disclosed Value $ 2,830,209
Mackenzie Financial Corp reports 45.83% decrease in ownership of NI / NiSource Inc.

On May 13, 2026 - Mackenzie Financial Corp filed a 13F-HR form disclosing ownership of 60,656 shares of NiSource Inc. (US:NI) valued at $2,830,209 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 18, 2026 disclosing 111,977 shares of NiSource Inc.. This represents a change in shares of -45.83% during the quarter. The current value of the position is $2,781,078 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)
2026-05-13 2026-03-31 13F NISOURCE COM 65473P105 60,656 -51,321 -45.83 2,830 -39.77 0.0034
2026-02-18 2025-12-31 13F NISOURCE COM 65473P105 111,977 47,963 74.93 4,699 69.58 0.0056
2025-11-13 2025-09-30 13F NISOURCE COM 65473P105 64,014 -48,189 -42.95 2,772 -38.78 0.0034
2025-08-13 2025-06-30 13F NISOURCE COM 65473P105 112,203 -61,549 -35.42 4,526 -35.02 0.0059
2025-05-07 2025-03-31 13F NISOURCE COM 65473P105 173,752 -39,316 -18.45 6,966 -11.07 0.0099
2025-05-02 2024-12-31 13F/A-2 NISOURCE COM 65473P105 213,068 -29,327 -12.10 7,832 -6.74 0.0107
2025-02-20 2024-12-31 13F/A-1 NISOURCE COM 65473P105 213,068 -29,327 7,832 0.0102
2025-02-14 2024-12-31 13F NiSource Common Stock 65473P105 213,068 -29,327 7,783 0.0112
2024-11-13 2024-09-30 13F NISOURCE COM 65473P105 242,395 -128,348 -34.62 8,399 -21.37 0.0117
2024-08-14 2024-06-30 13F NISOURCE COM 65473P105 370,743 -93,544 -20.15 10,681 -16.83 0.0159
2024-05-10 2024-03-31 13F NISOURCE COM 65473P105 464,287 -77,072 -14.24 12,842 -10.65 0.0185
2024-01-30 2023-12-31 13F NISOURCE COM 65473P105 541,359 -146,700 -21.32 14,373 -12.81 0.0217
2023-10-25 2023-09-30 13F NISOURCE COM 65473P105 688,059 176,837 34.59 16,486 17.61 0.0277
2023-08-03 2023-06-30 13F NISOURCE COM 65473P105 511,222 307,412 150.83 14,018 146.00 0.0213
2023-04-24 2023-03-31 13F NISOURCE COM 65473P105 203,810 99,684 95.73 5,699 99.58 0.0088
2023-02-14 2022-12-31 13F NISOURCE COM 65473P105 104,126 3,255 3.23 2,855 12.36 0.0048
2022-10-07 2022-09-30 13F NiSource Common Stock 65473P105 100,871 5,256 5.50 2,541 -9.89 0.0044
2022-08-10 2022-06-30 13F NISOURCE COM 65473P105 95,615 -21,532 -18.38 2,820 -24.30 0.0045
2022-05-13 2022-03-31 13F NISOURCE COM 65473P105 117,147 56,279 92.46 3,725 121.59 0.0050
2022-02-14 2021-12-31 13F NISOURCE COM 65473P105 60,868 19,294 46.41 1,681 66.93 0.0023
2021-11-08 2021-09-30 13F NISOURCE COM 65473P105 41,574 963 2.37 1,007 1.21 0.0014
2021-08-11 2021-06-30 13F NISOURCE COM 65473P105 40,611 -125,500 -75.55 995 -75.16 0.0014
2021-05-14 2021-03-31 13F NISOURCE COM 65473P105 166,111 136,540 461.74 4,005 490.71 0.0061
2021-02-10 2020-12-31 13F NISOURCE COM 65473P105 29,571 -34,970 -54.18 678 -52.25 0.0015
2020-11-13 2020-09-30 13F NISOURCE COM 65473P105 64,541 -4,300 -6.25 1,420 -9.27 0.0035
2020-08-13 2020-06-30 13F NISOURCE COM 65473P105 68,841 39,935 138.15 1,565 116.76 0.0042
2020-05-14 2020-03-31 13F NISOURCE COM 65473P105 28,906 1,823 6.73 722 -4.24 0.0023
2020-02-13 2019-12-31 13F NISOURCE COM 65473P105 27,083 3,090 12.88 754 5.01 0.0019
2019-11-14 2019-09-30 13F NISOURCE COM 65473P105 23,993 12,388 106.75 718 114.97 0.0019
2019-08-23 2019-06-30 13F/A-1 NISOURCE COM 65473P105 11,605 3,859 49.82 334 50.45 0.0009
2019-08-14 2019-06-30 13F NISOURCE COM 65473P105 11,605 3,859 334
2019-05-15 2019-03-31 13F NISOURCE COM 65473P105 7,746 7,746 222 0.0005
2019-02-06 2018-12-31 13F NISOURCE COM 65473P105 0 -9,129 -100.00 0 -100.00
2018-11-15 2018-09-30 13F NISOURCE COM 65473P105 9,129 443 5.10 227 -0.44 0.0006
2018-08-13 2018-06-30 13F NISOURCE COM 65473P105 8,686 8,686 228 0.0006
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.