State Street Corp ownership in NOU / NiSource Inc.

NiSource Inc.

DE ˙ DB ˙ US65473P1057

38,93 € ↓ -0,31 (-0,79%)

2026-06-04
CENA AKCJI

Security	DE:NOU / NiSource Inc.
Institution	State Street Corp
Latest Disclosed Ownership	23,762,068 shares
Ownership	5.00%

2025-05-13 - State Street Corp has filed an SCHEDULE 13G form with the Securities and Exchange Commission (SEC) disclosing ownership of 23,762,068 shares of NiSource Inc. (DE:NOU). This represents 5.0 percent ownership of the company. In their previous filing dated 2025-02-04 , State Street Corp had reported owning 22,883,402 shares, indicating an increase of 3.84 percent.

Institutional Ownership: 13D/G Filings

This table shows a history of the 13D/G filings made by the investor and/or investor group. Note that the share values in this table are not directly comparable to any numbers shown in the 13F table (if any).

File Date	Effective Date	Form	Prev Shares	Latest Shares	ΔShares (Percent)	Ownership (Percent)	ΔOwnership (Percent)
2025-05-13	2025-05-13	13G	22,883,402	23,762,068	3.84	5.00	2.04
2025-02-04	2025-02-04	13G	22,022,402	22,883,402	3.91	4.90	-8.07
2024-01-29	2024-01-29	13G/A	22,596,044	22,022,402	-2.54	5.33	-4.14
2023-02-07	2023-02-07	13G/A	22,223,865	22,596,044	1.67	5.56	-1.77
2022-02-11	2022-02-11	13G/A	18,963,290	22,223,865	17.19	5.66	14.34
2021-02-16	2021-02-16	13G/A	20,149,187	18,963,290	-5.89	4.95	-8.16
2020-02-14	2020-02-14	13G	16,109,399	20,149,187	25.08	5.39	12.76
2018-02-13	2018-02-13	13G/A	16,550,390	16,109,399	-2.66	4.78	-6.82
2017-02-08	2017-02-08	13G	13,098,221	16,550,390	26.36	5.13	25.12
2016-02-22	2016-02-22	13G/A		13,098,221		4.10
2015-02-12	2015-02-12	13G		16,275,486		5.20
2014-02-05	2014-02-05	13G		15,119,258		4.80
2013-02-12	2013-02-12	13G		15,598,293		5.00
2012-02-09	2012-02-09	13G		15,276,786		5.40

Important Note: One of the primary uses of the 13D/G filings is to evaluate the ability of a firm to control a company (ie, the "beneficial ownership"). To that end, firms are required to report not just direct holdings in companies, but indirect holdings that they control. For investment firms, these indirect holdings can include shares in funds they manage, advisory accounts, and in the case of activist campaigns, pledged votes. Therefore, share counts listed in 13D/G filings can differ significantly than share counts listed in 13F filings.

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	Reported Shares	ΔShares	ΔShares (%)	Reported Value (x1000)	ΔValue (%)	Alloc (%)
2026-05-15	2026-03-31	13F	NISOURCE	COM	65473P105	27,102,422	367,303	1.37	1,264,599	13.27	0.0437
2026-02-13	2025-12-31	13F	NISOURCE	COM	65473P105	26,735,119	1,154,351	4.51	1,116,459	0.80	0.0375
2025-11-14	2025-09-30	13F	NISOURCE	COM	65473P105	25,580,768	854,767	3.46	1,107,647	11.05	0.0384
2025-08-14	2025-06-30	13F	NISOURCE	COM	65473P105	24,726,001	965,718	4.06	997,447	4.71	0.0374
2025-05-15	2025-03-31	13F	NISOURCE	COM	65473P105	23,760,283	878,666	3.84	952,550	13.25	0.0393
2025-02-14	2024-12-31	13F	NISOURCE	COM	65473P105	22,881,617	190,443	0.84	841,127	6.98	0.0332
2024-11-14	2024-09-30	13F	NISOURCE	COM	65473P105	22,691,174	1,247,368	5.82	786,249	27.27	0.0320
2024-08-14	2024-06-30	13F	NISOURCE	COM	65473P105	21,443,806	1,330,823	6.62	617,796	11.05	0.0270
2024-05-15	2024-03-31	13F	NISOURCE	COM	65473P105	20,112,983	-1,831,519	-8.35	556,325	-4.51	0.0249
2024-02-14	2023-12-31	13F	NISOURCE	COM	65473P105	21,944,502	428,045	1.99	582,627	9.72	0.0283
2023-11-14	2023-09-30	13F	NISOURCE	COM	65473P105	21,516,457	-523,387	-2.37	531,026	-11.91	0.0294
2023-08-14	2023-06-30	13F	NISOURCE	COM	65473P105	22,039,844	223,303	1.02	602,790	-1.18	0.0317
2023-05-15	2023-03-31	13F	NISOURCE	COM	65473P105	21,816,541	-777,478	-3.44	609,990	-1.54	0.0344
2023-05-15	2022-12-31	13F/A-99	NISOURCE	COM	65473P105	22,594,019	-138,769	-0.61	619,528	8.19	0.0364
2023-05-15	2022-12-31	13F	NISOURCE	COM	65473P105	22,594,019	-138,769		619,528		0.0364
2022-11-15	2022-09-30	13F	NISOURCE	COM	65473P105	22,732,788	-3,374,455	-12.93	572,639	-25.62	0.0362
2022-08-15	2022-06-30	13F	NISOURCE	COM	65473P105	26,107,243	1,914,399	7.91	769,903	0.07	0.0461
2022-05-16	2022-03-31	13F	NISOURCE	COM	65473P105	24,192,844	1,970,696	8.87	769,332	25.39	0.0380
2022-02-14	2021-12-31	13F	NISOURCE	COM	65473P105	22,222,148	389,243	1.78	613,554	15.98	0.0291
2021-11-15	2021-09-30	13F	NISOURCE	COM	65473P105	21,832,905	2,908,757	15.37	529,011	14.10	0.0280
2021-08-16	2021-06-30	13F	NISOURCE	COM	65473P105	18,924,148	29,520	0.16	463,642	1.78	0.0244
2021-07-09	2021-03-31	13F/A-1	NISOURCE	COM	65473P105	18,894,628	-17,930	-0.09	455,549	5.00	0.0261
2021-05-17	2021-03-31	13F	NISOURCE	COM	65473P105	18,894,628	-17,930		455,549		0.0261
2021-02-16	2020-12-31	13F	NISOURCE	COM	65473P105	18,912,558	-488,220	-2.52	433,854	1.65	0.0266
2020-11-10	2020-09-30	13F	NISOURCE	COM	65473P105	19,400,778	-970,527	-4.76	426,817	-7.86	0.0291
2020-08-14	2020-06-30	13F	NISOURCE	COM	65473P105	20,371,305	-152,746	-0.74	463,243	-9.61	0.0337
2020-06-19	2020-03-31	13F/A-1	NISOURCE	COM	65473P105	20,524,051	429,701	2.14	512,486	-8.39	0.0448
2020-05-11	2020-03-31	13F	NISOURCE	COM	65473P105	20,524,051	429,701		512,486		45,006.5898
2020-02-06	2019-12-31	13F	NISOURCE	COM	65473P105	20,094,350	960,047	5.02	559,427	-2.28	0.0383
2019-11-14	2019-09-30	13F	NISOURCE	COM	65473P105	19,134,303	499,607	2.68	572,498	6.67	0.0427
2019-08-14	2019-06-30	13F	NISOURCE	COM	65473P105	18,634,696	121,991	0.66	536,679	1.15	0.0400
2019-05-15	2019-03-31	13F	NISOURCE	COM	65473P105	18,512,705	894,653	5.08	530,574	18.80	0.0414
2019-02-12	2018-12-31	13F	NISOURCE	COM	65473P105	17,618,052	738,780	4.38	446,618	6.18	0.0407
2018-11-09	2018-09-30	13F	NISOURCE	Common equity shares	65473P105	16,879,272	1,132,338	7.19	420,629	1.64	0.0323
2018-08-14	2018-06-30	13F	NISOURCE	Common equity shares	65473P105	15,746,934	-84,533	-0.53	413,836	9.33	0.0346
2018-05-15	2018-03-31	13F	NISOURCE	Common equity shares	65473P105	15,831,467	-275,519	-1.71	378,535	-8.45	0.0321
2018-02-14	2017-12-31	13F	NISOURCE	Common equity shares	65473P105	16,106,986	250,417	1.58	413,473	1.90	0.0332
2017-11-14	2017-09-30	13F	NISOURCE	Common equity shares	65473P105	15,856,569	71,020	0.45	405,772	1.36	0.0350
2017-08-14	2017-06-30	13F	NISOURCE	Common equity shares	65473P105	15,785,549	-450,992	-2.78	400,316	3.64	0.0354
2017-05-15	2017-03-31	13F	NISOURCE	Common equity shares	65473P105	16,236,541	-310,227	-1.87	386,270	5.44	0.0345
2017-02-09	2016-12-31	13F	NISOURCE	Common equity shares	65473P105	16,546,768	179,592	1.10	366,339	-7.16	0.0345
2017-01-13	2016-09-30	13F/A-1	NISOURCE	Common equity shares	65473P105	16,367,176	296,909	1.85	394,612	-7.41	0.0398
2016-11-14	2016-09-30	13F	NISOURCE	Common equity shares	65473P105	13,000,195			313,434
2016-08-12	2016-06-30	13F	NISOURCE	Common equity shares	65473P105	16,070,267	2,088,701	14.94	426,183	29.38	0.0458
2016-05-20	2016-03-31	13F/A-1	NISOURCE	Common equity shares	65473P105	13,981,566	883,345	6.74	329,410	28.90	0.0356
2016-05-12	2016-03-31	13F	NISOURCE	Common equity shares	65473P105	13,981,566			329,410
2016-02-16	2015-12-31	13F	NISOURCE	Common equity shares	65473P105	13,098,221	-452,295	-3.34	255,559	1.67	0.0279
2015-11-16	2015-09-30	13F	NISOURCE	Common equity shares	65473P105	13,550,516	-1,063,540	-7.28	251,364	-62.26	0.0293
2015-08-13	2015-06-30	13F	NISOURCE	Common equity shares	65473P105	14,614,056	-939,216	-6.04	666,082	-3.02	0.0712
2015-05-15	2015-03-31	13F	NISOURCE	Common equity shares	65473P105	15,553,272	-722,214	-4.44	686,836	-0.52	0.0705
2015-02-11	2014-12-31	13F	NISOURCE	Common equity shares	65473P105	16,275,486	973,621	6.36	690,408	10.10	0.0688
2014-11-12	2014-09-30	13F/A-1	NISOURCE	Common equity shares	65473P105	15,301,865	-1,751,353	-10.27	627,073	-6.53	0.0675
2014-11-10	2014-09-30	13F	NISOURCE	Common equity shares	65473P105	15,301,865			627,073
2014-08-12	2014-06-30	13F	NISOURCE	Common equity shares	65473P105	17,053,218	2,221,312	14.98	670,876	27.30	0.0724
2014-05-15	2014-03-31	13F/A-1	NISOURCE	Common equity shares	65473P105	14,831,906	-287,352	-1.90	526,984	6.01	0.0599
2014-05-13	2014-03-31	13F	NISOURCE	Common equity shares	65473P105	14,831,906			526,984
2014-02-06	2013-12-31	13F/A-1	NISOURCE	Common equity shares	65473P105	15,119,258	-344,685	-2.23	497,122	4.07	0.0553
2014-02-06	2013-12-31	13F	NISOURCE	Common equity shares	65473P105	15,598,293			388,233
2013-11-12	2013-09-30	13F	NISOURCE	Common equity shares	65473P105	15,463,943	-264,264	-1.68	477,683	6.05	0.0589
2013-08-08	2013-06-30	13F	NISOURCE	Common equity shares	65473P105	15,728,207	15,728,207		450,447		0.0587

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.