Waverly Advisors, LLC

Position in BIPC — Brookfield Infrastructure Corp

CIK 1568787 BIRMINGHAM, AL

Position in BIPC

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$512,396

-$125,970 QoQ

Shares Held

13,309

-17.6% QoQ

Ownership

0.011%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#190

of 389 holders

Holding Since

Mar 2025

6 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Waverly Advisors, LLC holds $9,955,389 across 5 Utilities - Regulated Gas names. BIPC ranks #5 (5.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BKH	Black Hills Corp /Sd/	58,886	$4,381,118
2	NI	Nisource Inc.	69,115	$3,286,417
3	ATO	Atmos Energy Corp	6,749	$1,162,650
4	UGI	Ugi Corp /Pa/	17,742	$612,808
5	BIPC	Brookfield Infrastructure Corp This page	13,309	$512,396

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$512,396	13,309	-17.6%	Shares	Sole	2026-08-14
2026-03-31	$638,366	16,153	-4.9%	Shares	Sole	2026-05-15
2025-12-31	$771,255	16,988	+0.3%	Shares	Sole	2026-02-17
2025-09-30	$696,284	16,933	-9.7%	Shares	Sole	2025-11-14
2025-06-30	$780,499	18,762	-1.4%	Shares	Sole	2025-08-14
2025-03-31	$688,550	19,026	—	Shares	Sole	2025-05-15
No filing history on record for this holder in this stock.