MARTINGALE ASSET MANAGEMENT L P

Position in NI — Nisource Inc.

CIK 936944 BOSTON, MA

Position in NI

as of Mar 31, 2026 · filed May 13, 2026 Compact

Position Value

$592,582

+$317,525 QoQ

Shares Held

12,700

+14.0% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

10 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Utilities · as of Mar 31, 2026

MARTINGALE ASSET MANAGEMENT L P holds $28,110,070 across 10 Utilities - Regulated Gas names. NI ranks #8 (2.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	OGS	ONE Gas, Inc.	72,815	$6,271,555
2	NJR	New Jersey Resources Corp	73,555	$4,039,640
3	SWX	Southwest Gas Holdings, Inc.	44,634	$3,878,694
4	BIPC	Brookfield Infrastructure Corp	86,570	$3,421,246
5	UGI	Ugi Corp /Pa/	90,972	$3,313,200
6	BKH	Black Hills Corp /Sd/	46,446	$3,223,816
7	NWN	Northwest Natural Holding Co	49,836	$2,652,271
8	NI	Nisource Inc. This page	12,700	$592,582

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$592,582	12,700	+14.0%	Shares	Sole	2026-05-13
2023-09-30	$275,057	11,145	-81.4%	Shares	Sole	2023-11-14
2023-06-30	$1,635,666	59,805	-2.4%	Shares	Sole	2023-08-11
2023-03-31	$1,713,472	61,283	+140.7%	Shares	Sole	2023-05-12
2021-12-31	$703,005	25,462	+133.0%	Shares	Sole	2022-02-11
2021-03-31	$263,449	10,927	-88.9%	Shares	Sole	2021-05-13
2020-12-31	$2,262,985	98,648	+78.2%	Shares	Sole	2021-02-10
2020-09-30	$1,217,656	55,348	-72.2%	Shares	Sole	2020-11-12
2020-06-30	$4,527,147	199,083	-9.9%	Shares	Sole	2020-08-10
2020-03-31	$5,516,497	220,925	—	Shares	Sole	2020-05-11
No filing history on record for this holder in this stock.