NI — NISOURCE INC

Ownership history in Beck Bode, LLC · 23 quarters on record

This page tracks every 13F SEC filing in which Beck Bode, LLC reported a position in NISOURCE INC (NI). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position

3.96% (2019 Q3)

Avg. % of fund

2.68%

First filed

2019 Q3

Last filed

2025 Q4

Quarters held

23

Quarter	Action	Shares	Change	Chg %	% of Fund	Mkt Value	Price (EOQ)
2025 Q4	ADDED	479,141	+1,594	+0.3%	3.33%	$20.0M	$41.48
2025 Q3	REDUCED	477,547	-790	-0.2%	3.34%	$20.7M	$42.72
2025 Q2	ADDED	478,337	+38,848	+8.8%	3.27%	$19.3M	$39.54
2025 Q1	ADDED	439,489	+432,733	+6405.2%	3.28%	$17.6M	$39.01

% of Fund (quarterly) NI price (monthly, adj. close)

Other funds also holding NI

As of 2025 Q4 — sorted by position size

Zimmer Partners, LP 3Y 7Y 4.26% REAVES W H & CO INC 3Y 7Y 3.96% HITE Hedge Asset Management LLC 3Y 7Y 3.78% Ausbil Investment Management Ltd 3Y 2.98% ANTIPODES PARTNERS Ltd 3Y 7Y 1.83% Yaupon Capital Management LP 3Y 7Y 1.8% T. Rowe Price Investment Management, Inc. 3Y 1.63% Soroban Capital Partners LP 3Y 7Y 1.63% iSAM Funds (UK) Ltd 3Y 1.52% DUFF & PHELPS INVESTMENT MANAGEMENT CO 3Y 7Y 1.47%

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