MAI Capital Management

Position in NI — Nisource Inc.

CIK 1040197 INDEPENDENCE, OH

Position in NI

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$917,428

+$156,311 QoQ

Shares Held

19,662

+7.9% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 2.9752822703692403.ToString("F0")% Shared 0.ToString("F0")% None 97.02471772963077.ToString("F0")%

Utilities · as of Mar 31, 2026

MAI Capital Management holds $3,702,397 across 16 Utilities - Regulated Gas names. NI ranks #2 (24.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	OGS	ONE Gas, Inc.	12,527	$1,078,950
2	NI	Nisource Inc. This page	19,662	$917,428
3	ATO	Atmos Energy Corp	4,137	$764,186
4	NJR	New Jersey Resources Corp	4,157	$228,302
5	SR	Spire Inc	2,478	$224,358
6	SWX	Southwest Gas Holdings, Inc.	2,181	$189,528
7	SPH	Suburban Propane Partners LP	4,723	$92,995
8	UGI	Ugi Corp /Pa/	2,456	$89,447

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$917,428	19,662	+7.9%	Shares	Sole	2026-05-15
2025-12-31	$761,117	18,226	-2.1%	Shares	Sole	2026-02-13
2025-09-30	$805,942	18,613	+4.8%	Shares	Sole	2025-11-10
2025-06-30	$716,398	17,759	-3.2%	Shares	Sole	2025-08-12
2025-03-31	$735,851	18,355	-0.0%	Shares	Sole	2025-05-15
2024-12-31	$674,987	18,362	+36.9%	Shares	Sole	2025-02-14
2024-09-30	$464,899	13,417	-0.1%	Shares	Sole	2024-11-07
2024-06-30	$386,774	13,425	+0.6%	Shares	Sole	2024-08-12
2024-03-31	$369,067	13,343	+9.9%	Shares	Sole	2024-05-08
2023-12-31	$322,396	12,143	-1.7%	Shares	Sole	2024-02-09
2023-09-30	$304,896	12,354	+1.7%	Shares	Sole	2023-11-14
2023-06-30	$332,193	12,146	+0.6%	Shares	Sole	2023-08-02
2023-03-31	$337,477	12,070	-1.3%	Shares	Sole	2023-05-10
2022-12-31	$335,264	12,227	+1.0%	Shares	Sole	2023-02-09
2022-09-30	$304,950	12,106	-30.5%	Shares	Sole	2022-11-15
2022-06-30	$513,745	17,421	+0.5%	Shares	Sole	2022-07-19
2022-03-31	$551,380	17,339	+0.5%	Shares	Sole	2022-05-10
2021-12-31	$476,162	17,246	+10.3%	Shares	Sole	2022-02-11
2021-09-30	$378,860	15,636	+0.2%	Shares	Sole	2021-11-12
2021-06-30	$382,249	15,602	+0.9%	Shares	Sole	2021-07-19
2021-03-31	$372,668	15,457	+13.0%	Shares	Sole	2021-05-10
2020-12-31	$313,796	13,679	-16.6%	Shares	Sole	2021-02-16
2020-09-30	$360,624	16,392	+3.2%	Shares	Sole	2020-10-26
2020-06-30	$361,111	15,880	+10.5%	Shares	Sole	2020-07-27
2020-03-31	$358,719	14,366	—	Shares	Sole	2020-04-16
No filing history on record for this holder in this stock.