Artemis Investment Management LLP NI — NISOURCE INC

Ownership history in Artemis Investment Management LLP  ·  15 quarters on record

AI Ownership Summary

Artemis Investment Management LLP reported NISOURCE INC (NI) in 15 quarterly 13F filings from 2024 Q4 through 2026 Q2. Peak portfolio weight reached 0.89% in 2025 Q1. The latest visible filing shows NI at 0.28% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this NI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Artemis Investment Management LLP's position in NISOURCE INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

NI was reported at 0.28% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.89% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

NI stock page Artemis Investment Management LLP fund profile Artemis Investment Management LLP full holdings
How Artemis Investment Management LLP held NI — position size vs. price
% of Fund (quarterly)    NI price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 650,616 -329,155 -33.6% 0.28% $30.9M 2026-07-23 $46.75
2026 Q1 ADDED — — — 979,771 +501,205 +104.7% 0.48% $45.7M 2026-04-13 $46.90
2025 Q4 REDUCED 48.4% +12.5% ❌ 478,566 -449,456 -48.4% 0.24% $20.0M 2026-02-02 $43.46
2025 Q3 REDUCED 7.3% -2.5% ✅ 928,022 -73,140 -7.3% 0.50% $40.2M 2025-11-13 $42.40
2025 Q2 REDUCED 31.0% +7.8% ❌ 1,001,162 -449,942 -31.0% 0.52% $40.4M 2025-08-11 $41.33
2025 Q1 ADDED — — — 1,451,104 +857,229 +144.3% 0.89% $58.2M 2025-04-24 $38.38
2024 Q4 ADDED — — — 593,875 +330,007 +125.1% 0.31% $21.8M 2025-01-16 $36.50
8 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding NI

As of 2026 Q2 — sorted by position size

Ausbil Investment Management Ltd 3Y 3.34% Thomasville National Bank 3Y 1.55% MIZUHO MARKETS AMERICAS LLC 3Y 1.5% HF Advisory Group, LLC 3Y 1.02% Finward Bancorp 1.01% LINCOLN CAPITAL CORP 3Y 7Y 1.0% BFSG, LLC 3Y 7Y 0.83% TEMA ETFS LLC 0.82% CANTOR FITZGERALD INVESTMENT ADVISORS L.P. 3Y 7Y 0.64% HENNESSY ADVISORS INC 3Y 7Y 0.55%

FAQ About Artemis Investment Management LLP and NI

These are the practical questions this page is built to answer before you even open the full history table.

How long has Artemis Investment Management LLP reported owning NI?

Artemis Investment Management LLP reported NI across 7 quarterly 13F filings, from 2024 Q4 through 2026 Q2.

What was the largest reported NI position in Artemis Investment Management LLP's portfolio?

The largest reported portfolio weight for NI was 0.89% in 2025 Q1.

What is the latest reported NI position on this page?

The most recent filing on this page is 2026 Q2, when Artemis Investment Management LLP reported 650,616 shares, equal to 0.28% of portfolio, with an estimated market value of $30.9M.

What does the chart on this NI ownership page compare?

The chart compares Artemis Investment Management LLP's quarterly NI portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Artemis Investment Management LLP time their NI position?

Based on 13F filing dates vs. subsequent NI price moves, Artemis Investment Management LLP correctly timed 6 out of 14 reported position changes (43%). The annualised alpha on NI relative to SPY over the holding period was -2.9%.

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