
What smart money is saying about NiSource
1 fund in our archive has pitched NiSource — most recently Reaves W H & CO Long Term Value Strategy in September 2026.
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. 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; wind generating units in White County; and solar generating units in Sullivan County, Gibson County, Jasper County, and White County. The company was formerly known as NIPSCO Industries, Inc. and changed its name to NiSource Inc. in April 1999. NiSource Inc. was founded in 1847 and is headquartered in Merrillville, Indiana.
Get an email when a fund buys, sells or pitches it
Position history
Between Q2 2026 and Q3 2026, 2 fund letters reported a position in NiSource, with no move described.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 0 | 1 |
| Q2 2026 | 1 | 0 | 0 | 0 |
Fund activity · 2 positions
- September 2026
“Top 5 Detractors in Q3 Symbol Portfolio Impact net(basis points) Corning GLW -171 bps Dycom Industries DY -120 bps DT Midstream DTM -106 bps Talen Energy TLN -81 bps NiSource NI -80 bps”
NiSource - June 2026
Listed in Munro Global Growth Small & Mid Cap Fund’s reported holdings.
NiSource
Also mentioned · 1
These funds discuss NiSource — as a competitor, benchmark or comparable — without disclosing a position in it.
- MentionedDiameterDecember 2025
“Our matching of projects with regulated footprints makes us think that utilities like AEP might be future beneficiaries of an enhanced rate base, while NiSource and PPL could win with their ringfenced deregulated GenCos.”
NiSource
Fund coverage · 1 thesis
- Reaves W H & CO Long Term Value StrategySeptember 2026
NiSource has an opportunity to win data center agreements through GenCo, supporting new generation and future earnings growth.
Read the full thesis
Read every full thesis on NiSource
Unlock all 1 thesis — the full reasoning behind what funds are buying, plus unlimited access to the entire archive.
View plans→