Bank of Montreal Can Trims Position in NiSource, Inc

Institutional investor reduces stake in utility provider by over 50%

Mar. 12, 2026 at 7:20am

Bank of Montreal Can, an institutional investor, has reduced its holdings in NiSource, Inc (NYSE:NI) by 50.4% in the third quarter, according to a filing with the Securities & Exchange Commission. The investor now owns approximately 2.65 million shares of the utilities provider's stock, down from around 5.35 million shares previously.

Why it matters

This reduction in stake by a major institutional investor could signal a shift in sentiment or strategy regarding NiSource's stock. Institutional investors often play a significant role in influencing a company's stock price and performance, so changes in their holdings can provide insights into the market's perception of the company.

The details

According to the filing, Bank of Montreal Can sold 2.7 million shares of NiSource in the third quarter, reducing its total position to 2.65 million shares. The investor now owns approximately 0.56% of NiSource's outstanding shares. The utility provider has a market capitalization of $22.12 billion and its stock is currently trading around $46.24 per share.

  • The filing was made on March 12, 2026, covering the third quarter of the previous year.

The players

Bank of Montreal Can

A major Canadian financial institution and one of the largest institutional investors in NiSource, Inc.

NiSource, Inc

A publicly traded energy holding company that owns and operates regulated local gas and electric utilities in the United States.

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The takeaway

The reduction in Bank of Montreal Can's stake in NiSource could signal a shift in investor sentiment towards the utility provider, though the specific reasons behind the move are not clear from the filing. Investors and analysts will likely monitor any further changes in institutional ownership of NiSource's stock to gauge the market's overall perception of the company's performance and prospects.