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Funds Holding NiSource Inc
Every registered fund lists what it holds each quarter. These are the ones reporting a position in NiSource Inc, ordered by how much of each fund the position represents rather than by its size.
Institutional holders of NI →Funds holding
175
as of 2026-07-31
Reported value
$2B
summed across funds
Fund families
76
named trusts
Largest conviction
4.00%
of a single fund
Largest share of a fund
A small position that is a large part of its fund says more than a large one that is a rounding error.
| Fund | Of the fund |
|---|---|
| Reaves Infrastructure FundADVISORS' INNER CIRCLE FUND II33.4K sh$1.5M | 4.00% |
| Virtus Reaves Utilities ETFETFis Series Trust I1M sh$46.4M | 3.53% |
| Invesco Dorsey Wright Utilities Momentum ETFInvesco Exchange-Traded Fund Trust42.2K sh$1.9M | 3.44% |
| Reaves Utility Income FundReaves Utility Income Fund2.7M sh$120.1M | 3.41% |
| iShares Infrastructure Active ETFBlackRock ETF Trust78.2K sh$3.5M | 3.16% |
| Hennessy Gas Utility FundHennessy Funds Trust353.3K sh$15.7M | 3.06% |
| Invesco S&P 500 Equal Weight Utilities ETFInvesco Exchange-Traded Fund Trust368.7K sh$16.4M | 3.04% |
| DNP Select Income Fund IncDNP Select Income Fund Inc2.4M sh$107.2M | 2.89% |
| Fidelity Telecom and Utilities FundFidelity Select Portfolios853.1K sh$37.9M | 2.87% |
| MFS Utilities FundMFS Series Trust VI1.7M sh$74.7M | 2.86% |
| TCW Relative Value Mid Cap FundTCW FUNDS INC90.3K sh$4M | 2.43% |
| First Trust Utilities AlphaDEX FundFirst Trust Exchange-Traded AlphaDEX Fund444.5K sh$19.8M | 2.38% |
| PGIM Jennison Rising Dividend FundPrudential Investment Portfolios 538.7K sh$1.7M | 2.08% |
| Duff & Phelps Utility & Infrastructure Fund Inc.Duff & Phelps Utility & Infrastructure Fund Inc.264K sh$11.7M | 2.01% |
| PGIM Jennison Global Infrastructure FundPrudential World Fund, Inc.24.3K sh$1.1M | 1.91% |
| TCW Relative Value Large Cap FundTCW FUNDS INC210.4K sh$9.3M | 1.68% |
| Fidelity Infrastructure FundFidelity Investment Trust57.2K sh$2.5M | 1.64% |
| John Hancock Tax-Advantaged Dividend Income FundJohn Hancock Tax-Advantaged Dividend Income Fund325K sh$14.4M | 1.54% |
| Fidelity MSCI Utilities Index ETFFIDELITY COVINGTON TRUST725.6K sh$32.2M | 1.39% |
| John Hancock Premium Dividend FundJohn Hancock Premium Dividend Fund210K sh$9.3M | 1.33% |
| iShares U.S. Utilities ETFiShares Trust431.4K sh$19.2M | 1.31% |
| UTILITIES ULTRASECTOR PROFUNDProFunds2.3K sh$101.9K | 1.30% |
| THRIVENT MID CAP STOCK FUNDThrivent Mutual Funds873.8K sh$38.8M | 1.24% |
| Global Infrastructure FundRUSSELL INVESTMENT CO164K sh$7.3M | 1.19% |
| Direxion Daily Utilities Bull 3X SharesDirexion Shares ETF Trust10.2K sh$451.9K | 1.19% |
| Invesco Zacks Mid-Cap ETFInvesco Exchange-Traded Fund Trust44.4K sh$2M | 1.04% |
| Goldman Sachs Multi-Manager Real Assets Strategy FundGoldman Sachs Trust II349.9K sh$15.5M | 1.02% |
| THE HARTFORD MIDCAP VALUE FUNDHARTFORD MUTUAL FUNDS, INC253.3K sh$11.3M | 0.93% |
| Hartford Schroders US MidCap Opportunities FundHARTFORD MUTUAL FUNDS II, INC220.8K sh$9.8M | 0.91% |
| iShares Select Dividend ETFiShares Trust4.2M sh$188M | 0.80% |
| NYLIM Epoch Global Equity Yield FundNYLIM FUNDS TRUST173.9K sh$7.7M | 0.78% |
| Fidelity Mid-Cap Stock K6 FundFidelity Concord Street Trust248K sh$11M | 0.76% |
| Fidelity Mid-Cap Stock FundFidelity Concord Street Trust1.5M sh$66.4M | 0.74% |
| NYLIM Epoch U.S. Equity Yield FundNYLIM FUNDS TRUST190.8K sh$8.5M | 0.70% |
| Pacer S&P 500 Quality FCF High Dividend ETFPacer Funds Trust87 sh$3.9K | 0.70% |
| Invesco S&P 500 Value with Momentum ETFInvesco Exchange-Traded Fund Trust17.8K sh$789.7K | 0.61% |
| iShares ESG Optimized MSCI USA ETFiShares Trust538.5K sh$23.9M | 0.59% |
| Nuveen Quant Small/Mid Cap Equity FundTIAA-CREF Funds338.3K sh$15M | 0.56% |
| VOYA Global High Dividend Low Volatility FundVoya Mutual Funds36.2K sh$1.6M | 0.56% |
| NYLIM Income Builder FundNYLIM FUNDS125.7K sh$5.6M | 0.47% |
| Victory Global Managed Volatility FundVictory Portfolios III32.5K sh$1.4M | 0.39% |
| VANGUARD EXPLORER FUNDVANGUARD EXPLORER FUND1.8M sh$80.2M | 0.36% |
| JPMorgan Diversified Return U.S. Equity ETFJ.P. Morgan Exchange-Traded Fund Trust37.2K sh$1.7M | 0.36% |
| JPMorgan Diversified Return U.S. Mid Cap Equity ETFJ.P. Morgan Exchange-Traded Fund Trust37.6K sh$1.7M | 0.36% |
| JPMorgan Research Market Neutral FundJPMorgan Trust I26.6K sh$1.2M | 0.32% |
| First Trust Large Cap Value AlphaDEX FundFirst Trust Exchange-Traded AlphaDEX Fund101.1K sh$4.5M | 0.32% |
| Fidelity Hedged Equity FundFidelity Greenwood Street Trust51.7K sh$2.3M | 0.30% |
| iShares Russell Small/Mid-Cap Index FundBlackRock Funds84.5K sh$3.8M | 0.28% |
| Innovator Equity Managed 10 Buffer ETFInnovator ETFs Trust2.6K sh$113.3K | 0.25% |
| First Trust Large Cap Core AlphaDEX FundFirst Trust Exchange-Traded AlphaDEX Fund88.9K sh$3.9M | 0.25% |
| iShares Core High Dividend ETFiShares Trust838.5K sh$37.3M | 0.25% |
| Multi-Manager Directional Alternative Strategies FundCOLUMBIA FUNDS SERIES TRUST I18.2K sh$807.2K | 0.25% |
| Innovator Equity Managed 100 Buffer ETFInnovator ETFs Trust7.1K sh$313.4K | 0.23% |
| First Trust Horizon Managed Volatility Domestic ETFFirst Trust Exchange-Traded Fund III3.7K sh$165.5K | 0.22% |
| JPMorgan U.S. Momentum Factor ETFJ.P. Morgan Exchange-Traded Fund Trust120.5K sh$5.4M | 0.21% |
| Nomura Global Listed Real Assets FundDelaware Pooled Trust4.8K sh$211.8K | 0.21% |
| Toews Agility Shares Hedged Risk ETFNorthern Lights Fund Trust1.6K sh$71.3K | 0.21% |
| Fidelity Series Sustainable U.S. Market FundFidelity Summer Street Trust3.2K sh$143.9K | 0.20% |
| Invesco S&P 500 Equal Weight ETFInvesco Exchange-Traded Fund Trust4M sh$177.6M | 0.18% |
| iShares U.S. Carbon Transition Readiness Aware Active ETFBlackRock ETF Trust48.8K sh$2.2M | 0.18% |
| iShares MSCI USA Size Factor ETFiShares Trust16.9K sh$752.6K | 0.18% |
| Morningstar Global Income FundMorningstar Funds Trust5.2K sh$232.1K | 0.16% |
| First Trust Multi Cap Value AlphaDEX FundFirst Trust Exchange-Traded AlphaDEX Fund6.1K sh$271.4K | 0.16% |
| Fidelity SAI U.S. Momentum Index FundFidelity Salem Street Trust89.1K sh$4M | 0.16% |
| Fidelity Mid Cap Index FundFidelity Salem Street Trust1.8M sh$80.6M | 0.15% |
| iShares Morningstar Mid-Cap Value ETFiShares Trust39.6K sh$1.8M | 0.15% |
| Schwab U.S. Mid-Cap Index FundSCHWAB CAPITAL TRUST96.7K sh$4.3M | 0.15% |
| iShares Russell Mid-Cap Index FundBlackRock Funds88.9K sh$3.9M | 0.15% |
| iShares Morningstar Mid-Cap ETFiShares Trust55K sh$2.4M | 0.15% |
| iShares Morningstar Mid-Cap Growth ETFiShares Trust123.3K sh$5.5M | 0.14% |
| Invesco S&P 500 Equal Weight Income Advantage ETFInvesco Actively Managed Exchange-Traded Fund Trust31.4K sh$1.4M | 0.13% |
| BlackRock Multi-Asset Income PortfolioBlackRock Funds II302.6K sh$13.4M | 0.13% |
| iShares Core Dividend Growth ETFiShares Trust1.2M sh$51.3M | 0.12% |
| VANGUARD DIVIDEND APPRECIATION INDEX FUNDVANGUARD SPECIALIZED FUNDS2.7M sh$120.5M | 0.09% |
| SA Franklin Systematic U.S. Large Cap Core PortfolioSUNAMERICA SERIES TRUST7.1K sh$316.8K | 0.09% |
| Calamos Hedged Equity FundCALAMOS INVESTMENT TRUST/IL17.3K sh$770K | 0.09% |
| VANGUARD HIGH DIVIDEND YIELD INDEX FUNDVANGUARD WHITEHALL FUNDS1.9M sh$85.7M | 0.09% |
| iShares MSCI USA Momentum Factor ETFiShares Trust490.6K sh$21.8M | 0.09% |
| Invesco Dividend AchieversTM ETFInvesco Exchange-Traded Fund Trust13.6K sh$606.3K | 0.08% |
| SA Large Cap Value Index PortfolioSUNAMERICA SERIES TRUST11.5K sh$512.7K | 0.07% |
| LARGE-CAP VALUE PROFUNDProFunds84 sh$3.7K | 0.07% |
| Intech S&P Large Cap Diversified Alpha ETFTidal Trust III2.1K sh$93.5K | 0.07% |
| Tax-Managed Real Assets FundRUSSELL INVESTMENT CO21K sh$934K | 0.06% |
| Fidelity Series All-Sector Equity FundFidelity Devonshire Trust82K sh$3.6M | 0.06% |
| PineBridge Dynamic Asset Allocation FundADVISORS' INNER CIRCLE III1.7K sh$77.6K | 0.06% |
| Fidelity U.S. Sustainability Index FundFidelity Salem Street Trust82K sh$3.6M | 0.06% |
| iShares ESG MSCI KLD 400 ETFiShares Trust73.8K sh$3.3M | 0.06% |
| U.S. Large Cap Equity PortfolioDFA INVESTMENT DIMENSIONS GROUP INC36.7K sh$1.6M | 0.06% |
| iShares ESG Optimized MSCI USA Min Vol Factor ETFiShares Trust105 sh$4.7K | 0.06% |
| Steward Values Enhanced Large Cap FundSteward Funds Inc4.4K sh$194.2K | 0.06% |
| Fidelity Series Large Cap Value Index FundFidelity Salem Street Trust161.5K sh$7.2M | 0.06% |
| Fidelity Large Cap Value Index FundFidelity Salem Street Trust189.1K sh$8.4M | 0.06% |
| Nuveen Large Cap Value Index FundTIAA-CREF Funds175.1K sh$7.8M | 0.06% |
| Schwab U.S. Large-Cap Value Index FundSCHWAB CAPITAL TRUST14.7K sh$653.2K | 0.06% |
| Calamos Market Neutral Income FundCALAMOS INVESTMENT TRUST/IL209.1K sh$9.3M | 0.05% |
| Global X S&P 500 U.S. Revenue Leaders ETFGLOBAL X FUNDS24 sh$1.1K | 0.05% |
| Dimensional US Core Equity 1 ETFDimensional ETF Trust35.2K sh$1.6M | 0.05% |
| iShares Global Equity Factor ETFiShares Trust2.2K sh$99.6K | 0.05% |
| Invesco Multi-Strategy FundAIM Investment Funds (Invesco Investment Funds)2.4K sh$107.7K | 0.04% |
| Schwab Fundamental U.S. Large Company Index FundSCHWAB CAPITAL TRUST121.5K sh$5.4M | 0.04% |
| Invesco RAFI US 1000 ETFInvesco Exchange-Traded Fund Trust85K sh$3.8M | 0.04% |
| Dimensional U.S. Core Equity 2 ETFDimensional ETF Trust400.1K sh$17.8M | 0.04% |
| U.S. CORE EQUITY 2 PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC320.7K sh$14.2M | 0.04% |
| Global X S&P 500 Risk Managed Income ETFGLOBAL X FUNDS395 sh$17.5K | 0.04% |
| Global X S&P 500 Collar 95-110 ETFGLOBAL X FUNDS28 sh$1.2K | 0.03% |
| Wilmington Large-Cap Strategy FundWilmington Funds4.8K sh$213.3K | 0.03% |
| Global X S&P 500 Covered Call & Growth ETFGLOBAL X FUNDS499 sh$22.2K | 0.03% |
| Dimensional US Core Equity Market ETFDimensional ETF Trust96.3K sh$4.3M | 0.03% |
| THRIVENT AGGRESSIVE ALLOCATION FUNDThrivent Mutual Funds27.6K sh$1.2M | 0.03% |
| Global X S&P 500 Tail Risk ETFGLOBAL X FUNDS37 sh$1.6K | 0.03% |
| U.S. CORE EQUITY 1 PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC316.6K sh$14.1M | 0.03% |
| Invesco S&P 500 BuyWrite ETFInvesco Exchange-Traded Fund Trust2.7K sh$120K | 0.03% |
| Global X S&P 500 Catholic Values ETFGLOBAL X FUNDS9.8K sh$435.1K | 0.03% |
| U.S. LARGE COMPANY PORTFOLIODIMENSIONAL INVESTMENT GROUP INC107.6K sh$4.8M | 0.03% |
| Knights of Columbus U.S. ALL CAP INDEX FUNDADVISORS' INNER CIRCLE III2.7K sh$121.1K | 0.03% |
| BlackRock Dynamic High Income PortfolioBlackRock Funds II12.2K sh$544K | 0.03% |
| Nuveen S&P 500 Index FundTIAA-CREF Funds101.8K sh$4.5M | 0.03% |
| JPMORGAN BETABUILDERS U.S. EQUITY ETFJ.P. Morgan Exchange-Traded Fund Trust66.1K sh$2.9M | 0.03% |
| Fidelity SAI U.S. Large Cap Index FundFidelity Salem Street Trust140.2K sh$6.2M | 0.03% |
| Pacer Trendpilot US Large Cap ETFPacer Funds Trust24.2K sh$1.1M | 0.03% |
| LargeCap S&P 500 Index FundPrincipal Funds, Inc98.8K sh$4.4M | 0.03% |
| Global X S&P 500 Christian Values ETFGLOBAL X FUNDS59 sh$2.6K | 0.03% |
| Global X S&P 500 Covered Call ETFGLOBAL X FUNDS23.9K sh$1.1M | 0.03% |
| TCW Transform 500 ETFTCW ETF Trust8.1K sh$360.1K | 0.03% |
| Schwab S&P 500 Index FundSCHWAB CAPITAL TRUST1.1M sh$47.3M | 0.03% |
| NYLIM S&P 500 Index FundNYLIM FUNDS TRUST15.7K sh$699.6K | 0.03% |
| iShares Morningstar Growth ETFiShares Trust22.9K sh$1M | 0.03% |
| Fidelity ZERO Large Cap Index FundFidelity Concord Street Trust137K sh$6.1M | 0.03% |
| BNY Mellon US Large Cap Core Equity ETFBNY Mellon ETF Trust40K sh$1.8M | 0.03% |
| iShares Morningstar Value ETFiShares Trust9.7K sh$428.8K | 0.03% |
| Victory 500 Index FundVictory Portfolios III112K sh$5M | 0.03% |
| BNY Mellon S&P 500 Index FundBNY MELLON INDEX FUNDS, INC.19.5K sh$866.2K | 0.03% |
| SA Large Cap Index PortfolioSUNAMERICA SERIES TRUST23.6K sh$1M | 0.03% |
| iShares Morningstar U.S. Equity ETFiShares Trust9.1K sh$402.5K | 0.03% |
| Federated Hermes Max-Cap Index FundFederated Hermes Index Trust2K sh$89K | 0.03% |
| Dimensional U.S. Equity Market ETFDimensional ETF Trust146.6K sh$6.5M | 0.03% |
| BNY Mellon Institutional S&P 500 Stock Index FundBNY Mellon Investment Funds IV, Inc.9.4K sh$416.6K | 0.03% |
| Schwab 1000 Index FundSCHWAB INVESTMENTS154K sh$6.8M | 0.03% |
| iShares Dow Jones U.S. ETFiShares Trust20.4K sh$908.3K | 0.03% |
| U.S. Social Core Equity 2 PortfolioDFA INVESTMENT DIMENSIONS GROUP INC17K sh$757.4K | 0.03% |
| Direxion Daily S&P 500 Bull 2X SharesDirexion Shares ETF Trust1.8K sh$80.4K | 0.03% |
| Pacer Metaurus US Large Cap Dividend Multiplier 400 ETFPacer Funds Trust11.5K sh$513K | 0.03% |
| JLens 500 Jewish Advocacy U.S. ETFEA Series Trust1.8K sh$78.9K | 0.03% |
| Vox Populi ETFAdvisors Series Trust39 sh$1.7K | 0.03% |
| Nuveen Equity Index FundTIAA-CREF Funds398.6K sh$17.7M | 0.03% |
| Fidelity ZERO Total Market Index FundFidelity Concord Street Trust260.6K sh$11.6M | 0.03% |
| iShares Total U.S. Stock Market Index FundBlackRock Funds31.2K sh$1.4M | 0.03% |
| Schwab Total Stock Market Index FundSCHWAB CAPITAL TRUST288.7K sh$12.8M | 0.03% |
| Invesco S&P 500 Downside Hedged ETFInvesco Actively Managed Exchange-Traded Fund Trust415 sh$18.4K | 0.03% |
| Multifactor U.S. Equity FundRUSSELL INVESTMENT CO1.8K sh$80.1K | 0.03% |
| Direxion HCM Tactical Enhanced US ETFDirexion Shares ETF Trust3.3K sh$148.1K | 0.03% |
| ULTRABULL PROFUNDProFunds1K sh$45.9K | 0.03% |
| FlexShares Morningstar US Market Factor Tilt Index FundFlexShares Trust12.2K sh$542.8K | 0.02% |
| E*TRADE No Fee Large Cap Index FundE Trade Trust745 sh$33.1K | 0.02% |
| Direxion Daily S&P 500 Bull 3X SharesDirexion Shares ETF Trust37.5K sh$1.7M | 0.02% |
| THRIVENT DYNAMIC ALLOCATION FUNDThrivent Mutual Funds2.5K sh$110.1K | 0.02% |
| AMT Diversified Equity FundADVISER MANAGED TRUST2.2K sh$96K | 0.02% |
| iShares MSCI Kokusai ETFiShares Trust1.3K sh$59.5K | 0.02% |
| Victory Growth & Income FundVictory Portfolios III11.1K sh$494K | 0.02% |
| iShares MSCI ACWI ETFiShares Trust152.5K sh$6.8M | 0.02% |
| E*TRADE No Fee Total Market Index FundE Trade Trust498 sh$22.1K | 0.02% |
| Dimensional US Large Cap Core Equity Market ETFDimensional ETF Trust6.9K sh$306.6K | 0.02% |
| VANGUARD TOTAL WORLD STOCK INDEX FUNDVANGUARD INTERNATIONAL EQUITY INDEX FUNDS435.6K sh$19.4M | 0.02% |
| MidCap Value Fund IPrincipal Funds, Inc10.8K sh$478.3K | 0.02% |
| BULL PROFUNDProFunds226 sh$10K | 0.02% |
| Innovator Equity Premium Income - Daily PutWrite ETFInnovator ETFs Trust64 sh$2.8K | 0.02% |
| Tax-Managed U.S. Large Cap FundRUSSELL INVESTMENT CO38.5K sh$1.7M | 0.01% |
| THRIVENT GLOBAL STOCK FUNDThrivent Mutual Funds6.8K sh$302.9K | 0.01% |
| SA Schroders VCP Global Allocation PortfolioSUNAMERICA SERIES TRUST1K sh$45.5K | 0.01% |
| iShares Dynamic Short-Term Active ETFBlackRock ETF Trust347 sh$15.4K | 0.01% |
| iShares Core Dividend ETFiShares Trust2.9K sh$128.9K | 0.01% |
| THRIVENT MODERATELY CONSERVATIVE ALLOCATION FUNDThrivent Mutual Funds1.7K sh$76.5K | 0.01% |
| THRIVENT MODERATE ALLOCATION FUNDThrivent Mutual Funds4.1K sh$182.6K | 0.00% |
| THRIVENT MODERATELY AGGRESSIVE ALLOCATION FUNDThrivent Mutual Funds4.2K sh$185.1K | 0.00% |
| Morningstar Alternatives FundMorningstar Funds Trust86 sh$3.8K | 0.00% |
Source: quarterly NPORT-P filings, via EDGAR. Positions arrive by CUSIP; each one here has been confirmed against OpenFIGI rather than matched by name. NPORT covers mutual funds, ETFs and closed-end funds alike and does not distinguish them, and positions are as of quarter end — a fund may have sold out entirely since. The summed value counts each filing once, so two share classes of the same fund appear twice.
More on NI
Company overviewEverything on NI in one place, with the price.SEC filingsWhat NI's 8-Ks say happened: results, departures, auditor changes.Insider tradingWhat NI's own officers and directors buy and sell.Who owns itEvery manager reporting a position in NI.LobbyingWhat NI spends lobbying Congress, and on what.Who lobbies for itThe lobbyists on NI's account, and who they worked for.Workplace safetyWhat OSHA found at NI's sites.