Annex Advisory Services, LLC
Position in BIPC — Brookfield Infrastructure Corp
CIK 1542287
BROOKFIELD, WI
Position in BIPC
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$4,836,485
+$86,695 QoQ
Shares Held
125,623
+4.5% QoQ
Ownership
0.102%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#77
of 389 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BIPC Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Jun 30, 2026Annex Advisory Services, LLC holds $5,239,661 across 2 Utilities - Regulated Gas names. BIPC ranks #1 (92.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BIPC |
Brookfield Infrastructure Corp
This page
|
125,623 | $4,836,485 | |
| 2 | NI |
Nisource Inc.
|
8,479 | $403,176 |
All Filings in BIPC
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,836,485 | 125,623 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $4,749,790 | 120,187 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $2,843,492 | 62,632 | Shares | Sole | 2026-01-26 | |
| No filing history on record for this holder in this stock. | ||||||