Heritage Wealth Advisors

Position in BIPC — Brookfield Infrastructure Corp

CIK 1591122 RICHMOND, VA

Position in BIPC

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

Position Value

$57,095

-$1,513 QoQ

Shares Held

1,483

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#287

of 389 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Heritage Wealth Advisors holds $227,886 across 4 Utilities - Regulated Gas names. BIPC ranks #2 (25.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NI	Nisource Inc.	2,126	$101,091
2	BIPC	Brookfield Infrastructure Corp This page	1,483	$57,095
3	NJR	New Jersey Resources Corp	800	$44,832
4	UGI	Ugi Corp /Pa/	720	$24,868

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$57,095	1,483	0.0%	Shares	Sole	2026-08-14
2026-03-31	$58,608	1,483	0.0%	Shares	Sole	2026-05-14
2025-12-31	$67,328	1,483	0.0%	Shares	Sole	2026-02-13
2025-09-30	$60,980	1,483	0.0%	Shares	Sole	2025-11-13
2025-06-30	$61,692	1,483	0.0%	Shares	Sole	2025-08-11
2025-03-31	$53,669	1,483	0.0%	Shares	Sole	2025-05-08
2024-12-31	$59,334	1,483	—	Shares	Sole	2025-02-12
No filing history on record for this holder in this stock.