Position in BIPC
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,146,144
+$146,249 QoQ
Shares Held
29,770
+17.7% QoQ
Ownership
0.024%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#148
of 389 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BIPC Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Jun 30, 2026Creative Planning holds $73,139,055 across 15 Utilities - Regulated Gas names. BIPC ranks #11 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ATO |
Atmos Energy Corp
|
150,531 | $25,931,974 | |
| 2 | NI |
Nisource Inc.
|
319,106 | $15,173,489 | |
| 3 | MDU |
Mdu Resources Group Inc
|
307,937 | $6,531,342 | |
| 4 | BKH |
Black Hills Corp /Sd/
|
68,601 | $5,103,914 | |
| 5 | OGS |
ONE Gas, Inc.
|
60,127 | $4,633,986 | |
| 6 | UGI |
Ugi Corp /Pa/
|
117,883 | $4,071,678 | |
| 7 | SWX |
Southwest Gas Holdings, Inc.
|
32,279 | $2,862,501 | |
| 8 | NJR |
New Jersey Resources Corp
|
41,222 | $2,310,080 |
All Filings in BIPC
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,146,144 | 29,770 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $999,895 | 25,301 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,211,362 | 26,682 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,156,910 | 28,135 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,147,328 | 27,580 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $1,008,289 | 27,861 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,214,022 | 30,343 | Shares | Defined | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||