NiSource Inc.
US ˙ NYSE ˙ US65473P1057

SecurityNI / NiSource Inc.
InstitutionSigma Planning Corp
Latest Disclosed Ownership12,832 shares
Latest Disclosed Value $ 598,739
Sigma Planning Corp reports 0.62% decrease in ownership of NI / NiSource Inc.

On May 4, 2026 - Sigma Planning Corp filed a 13F-HR form disclosing ownership of 12,832 shares of NiSource Inc. (US:NI) valued at $598,741 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 30, 2026 disclosing 12,912 shares of NiSource Inc.. This represents a change in shares of -0.62% during the quarter. The current value of the position is $584,241 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)
2026-05-04 2026-03-31 13F NISOURCE COM 65473P105 12,832 -80 -0.62 599 10.95 0.0166
2026-01-30 2025-12-31 13F NISOURCE COM 65473P105 12,912 -1,161 -8.25 539 -11.49 0.0149
2025-11-10 2025-09-30 13F NISOURCE COM 65473P105 14,073 -9,930 -41.37 609 -37.09 0.0173
2025-08-05 2025-06-30 13F NISOURCE COM 65473P105 24,003 -23,542 -49.52 968 -49.21 0.0291
2025-05-02 2025-03-31 13F NISOURCE COM 65473P105 47,545 -13,045 -21.53 1,906 -14.41 0.0608
2025-02-03 2024-12-31 13F NISOURCE COM 65473P105 60,590 -676 -1.10 2,227 4.95 0.0699
2024-11-04 2024-09-30 13F NISOURCE COM 65473P105 61,266 -3,542 -5.47 2,123 13.66 0.0650
2024-08-06 2024-06-30 13F NISOURCE COM 65473P105 64,808 1,059 1.66 1,867 5.90 0.0592
2024-05-02 2024-03-31 13F NISOURCE COM 65473P105 63,749 44,729 235.17 1,763 249.80 0.0554
2024-02-01 2023-12-31 13F NISOURCE COM 65473P105 19,020 -24,185 -55.98 505 -52.72 0.0395
2023-11-06 2023-09-30 13F NISOURCE COM 65473P105 43,205 3,045 7.58 1,066 -2.91 0.0400
2023-08-02 2023-06-30 13F NISOURCE COM 65473P105 40,160 5 0.01 1,098 -2.14 0.0394
2023-05-08 2023-03-31 13F NISOURCE COM 65473P105 40,155 1,717 4.47 1,123 6.55 0.0373
2023-01-24 2022-12-31 13F NISOURCE COM 65473P105 38,438 4,701 13.93 1,054 23.88 0.0377
2022-11-10 2022-09-30 13F NISOURCE COM 65473P105 33,737 -488 -1.43 850 -15.76 0.0324
2022-08-11 2022-06-30 13F NISOURCE COM 65473P105 34,225 -5,471 -13.78 1,009 -20.05 0.0351
2022-04-20 2022-03-31 13F NISOURCE COM 65473P105 39,696 -916 -2.26 1,262 12.58 0.0378
2022-02-02 2021-12-31 13F NISOURCE INC COM Stock 65473P105 40,612 7,211 21.59 1,121 38.57 0.0312
2021-10-28 2021-09-30 13F NISOURCE COM 65473P105 33,401 19,306 136.97 809 134.49 0.0243
2021-08-13 2021-06-30 13F NISOURCE INC COM Stock 65473P105 14,095 4,069 40.58 345 42.56 0.0103
2021-05-06 2021-03-31 13F NISOURCE INC COM Stock 65473P105 10,026 10,026 242 0.0077
2016-11-07 2016-09-30 13F NISOURCE COM 65473P105 0 -11,836 -100.00 0 -100.00
2016-07-22 2016-06-30 13F NISOURCE COM 65473P105 11,836 1,089 10.13 314 24.11 0.0409
2016-04-18 2016-03-31 13F NISOURCE COM 65473P105 10,747 314 3.01 253 24.02 0.0346
2016-01-20 2015-12-31 13F NISOURCE COM 65473P105 10,433 10,433 0.00 204 0.0286
2015-11-02 2015-09-30 13F NISOURCE COM 65473P105 0 -8,840 -100.00 0 -100.00
2015-07-14 2015-06-30 13F NISOURCE COM 65473P105 8,840 45 0.51 403 3.87 0.0556
2015-04-23 2015-03-31 13F NISOURCE COM 65473P105 8,795 288 3.39 388 7.48 0.0514
2015-02-13 2014-12-31 13F NISOURCE COM 65473P105 8,507 8,507 361 0.0477
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.