EVENTIDE ASSET MANAGEMENT, LLC NI — NISOURCE INC

Ownership history in EVENTIDE ASSET MANAGEMENT, LLC  ·  6 quarters on record

AI Ownership Summary

EVENTIDE ASSET MANAGEMENT, LLC reported NISOURCE INC (NI) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.88% in 2026 Q1. The latest visible filing shows NI at 0.88% 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.

What this NI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was EVENTIDE ASSET MANAGEMENT, LLC'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 Q1

NI was reported at 0.88% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.88% in 2026 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 Q1

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 EVENTIDE ASSET MANAGEMENT, LLC fund profile EVENTIDE ASSET MANAGEMENT, LLC full holdings
How EVENTIDE ASSET MANAGEMENT, LLC 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 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 1,143,590 +10,370 +0.9% 0.88% $53.3M 2026-05-15 $46.30
2025 Q4 ADDED — — — 1,133,220 +562,451 +98.5% 0.74% $47.3M 2026-02-13 $46.07
2025 Q3 ADDED — — — 570,769 +49,451 +9.5% 0.41% $24.7M 2025-11-14 $42.32
2025 Q2 ADDED — — — 521,318 +6,278 +1.2% 0.37% $21.0M 2025-08-14 $41.72
2025 Q1 ADDED — — — 515,040 +183,485 +55.3% 0.41% $20.6M 2025-05-15 $37.68
2024 Q4 INITIATED — — — 331,555 — — 0.22% $12.2M 2025-02-14 $38.38

🏢 Other funds also holding NI

As of 2026 Q1 — sorted by position size

Zimmer Partners, LP 3Y 7Y 5.79% Beck Bode, LLC 3Y 3.7% Ausbil Investment Management Ltd 3Y 3.68% REAVES W H & CO INC 3Y 7Y 3.18% HITE Hedge Asset Management LLC 3Y 7Y 2.31% MIZUHO MARKETS AMERICAS LLC 3Y 2.1% ANTIPODES PARTNERS Ltd 3Y 7Y 1.88% Yaupon Capital Management LP 3Y 7Y 1.81% T. Rowe Price Investment Management, Inc. 3Y 1.6% DUFF & PHELPS INVESTMENT MANAGEMENT CO 3Y 7Y 1.51%

FAQ About EVENTIDE ASSET MANAGEMENT, LLC and NI

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

How long has EVENTIDE ASSET MANAGEMENT, LLC reported owning NI?

EVENTIDE ASSET MANAGEMENT, LLC reported NI across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported NI position in EVENTIDE ASSET MANAGEMENT, LLC's portfolio?

The largest reported portfolio weight for NI was 0.88% in 2026 Q1.

What is the latest reported NI position on this page?

The most recent filing on this page is 2026 Q1, when EVENTIDE ASSET MANAGEMENT, LLC reported 1,143,590 shares, equal to 0.88% of portfolio, with an estimated market value of $53.3M.

What does the chart on this NI ownership page compare?

The chart compares EVENTIDE ASSET MANAGEMENT, LLC'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 EVENTIDE ASSET MANAGEMENT, LLC time their NI position?

Based on 13F filing dates vs. subsequent NI price moves, EVENTIDE ASSET MANAGEMENT, LLC correctly timed 4 out of 5 reported position changes (80%). The annualised alpha on NI relative to SPY over the holding period was +23.7%.

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