NI — NISOURCE INC

Ownership history in INCEPTIONR LLC  ·  4 quarters on record

This page tracks every 13F SEC filing in which INCEPTIONR 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
0.54% (2025 Q4)
Avg. % of fund
0.27%
First filed
2023 Q4
Last filed
2025 Q4
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 46,534 +29,035 +165.9% 0.54% $1.9M $41.48
2025 Q2 REDUCED 17,499 -233 -1.3% 0.16% $706K $39.54
2025 Q1 ADDED 17,732 +9,479 +114.9% 0.21% $711K $39.01
2023 Q4 INITIATED 8,253 — — 0.16% $219K —
% 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% Beck Bode, LLC 3Y 3.33% 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%
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