Position in NI
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$171,718,225
+$111,383,043 QoQ
Shares Held
3,680,202
+154.7% QoQ
Ownership
0.768%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
24 quarters on record
Voting authority
Sole 87.75646010735281.ToString("F0")%
Shared 0.ToString("F0")%
None 12.243539892647197.ToString("F0")%
Common Shares in NI Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Mar 31, 2026BROOKFIELD Corp /ON/ holds $232,515,724 across 2 Utilities - Regulated Gas names. NI ranks #1 (73.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NI |
Nisource Inc.
This page
|
3,680,202 | $171,718,225 | |
| 2 | SWX |
Southwest Gas Holdings, Inc.
|
699,626 | $60,797,499 |
All Filings in NI
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $171,718,225 | 3,680,202 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $60,335,182 | 1,444,808 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $63,024,405 | 1,455,529 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $69,240,302 | 1,716,418 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $74,062,546 | 1,847,407 | Shares | Defined | 2025-08-14 | |
| 2024-12-31 | $92,427,983 | 2,514,363 | Shares | Defined | 2025-06-10 | |
| 2024-09-30 | $90,154,795 | 2,601,870 | Shares | Defined | 2024-11-15 | |
| 2024-06-30 | $68,157,084 | 2,365,744 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $67,456,101 | 2,438,760 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $71,622,209 | 2,697,635 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $63,720,280 | 2,581,859 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $70,215,080 | 2,567,279 | Shares | Defined | 2023-09-26 | |
| 2023-03-31 | $166,691,368 | 5,961,780 | Shares | Defined | 2023-09-26 | |
| 2022-12-31 | $165,248,275 | 6,026,560 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $147,357,923 | 5,849,858 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $180,125,273 | 6,108,012 | Shares | Defined | 2022-11-16 | |
| 2022-03-31 | $201,590,312 | 6,339,318 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $172,307,052 | 6,240,748 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $164,734,487 | 6,798,782 | Shares | Defined | 2021-11-16 | |
| 2021-06-30 | $163,305,656 | 6,665,537 | Shares | Defined | 2021-08-17 | |
| 2021-03-31 | $160,947,197 | 6,675,537 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $171,888,938 | 7,492,979 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $156,912,558 | 7,132,389 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $154,870,519 | 6,810,489 | Shares | Defined | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||