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NISOURCE INC NI

NiSource Inc., an energy holding company, operates as a regulated natural gas and electric utility company in the United States. It operates in two segments, Columbia Operations and NIPSCO Operations. The company provides natural gas to residential, commercial, and industrial customers through approximately 37,300 miles of distribution main pipeline and the associated individual customer service lines; and 310 miles of transmission main pipeline in Ohio, Pennsylvania, Virginia, Kentucky, and Maryland.

Sources StockAnalysis company profile stockanalysis.com

Company profile

Business mix

  • It operates in two segments, Columbia Operations and NIPSCO Operations.
  • It also generates, transmits, and distributes electricity to approximately 0.5 million customers in various counties in the northern part of Indiana, as well as engages in wholesale electric and transmission transactions.
  • It owns and operates steam coal generating stations in Wheatfield and Michigan City; combined cycle gas turbine in West Terre Haute; natural gas generating units in Wheatfield; hydro generating plants in Carroll County and White County.
  • The company was formerly known as NIPSCO Industries, Inc. and changed its name to NiSource Inc. in April 1999.

Current key questions

  • Can rate-base growth, allowed returns, and demand support earnings in utilities - regulated gas?
  • How do regulation, fuel costs, interest rates, and capital spending affect customer bills and returns?
  • Does the balance sheet support required infrastructure investment and dividends?
Holders 2 Current sample portfolio
Public mentions 0 Videos / interviews / letters

Current firm holders

Firm Weight Value Filing period
Soroban Capital Partners Eric Mandelblatt 0.4% $209.7M 2026-03-31
Alkeon Capital Management 0.3% $157.0M 2026-03-31

Recent trading changes over the last 3 quarters

Last 1 quarters Last 2 quarters Last 3 quarters Last 4 quarters
Net buyers 2 Last 3 13F filing periods
Net reducers 0 Last 3 13F filing periods
Unchanged holders 0 Share count unchanged
Increase amount $40.3M Estimated from net added shares
Reduction amount $0 Estimated from net reduced shares
Net share change / base shares +12.3% +863,108 / 6,995,745
Alkeon Capital Management 3 filing periods
13F 2025-09-30 Filed 2025-11-14
Major increase Shares 21.0% 13F value change +$30.9M
13F 2025-12-31 Filed 2026-02-17
Minor increase Shares 4.2% 13F value change +$654,030
13F 2026-03-31 Filed 2026-05-15
Minor increase Shares 4.2% 13F value change +$22.1M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 2,561,500 Last 3 periods +804,000 (+31.4%) Total shares 3,365,500 Value $157.0M
Soroban Capital Partners Eric Mandelblatt 3 filing periods
13F 2025-09-30 Filed 2025-11-14
Major increase Shares 16.1% 13F value change +$44.1M
13F 2025-12-31 Filed 2026-02-17
Minor increase Shares 4.6% 13F value change +$10.3M
13F 2026-03-31 Filed 2026-05-15
Major reduction Shares -16.6% 13F value change -$23.6M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 4,434,245 Last 3 periods +59,108 (+1.3%) Total shares 4,493,353 Value $209.7M

Recent mentions

No public mentions.