Position in NI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,045,148
+$127,720 QoQ
Shares Held
21,980
+11.8% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#403
of 906 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in NI Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Jun 30, 2026MAI Capital Management holds $5,915,125 across 10 Utilities - Regulated Gas names. NI ranks #3 (17.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ATO |
Atmos Energy Corp
|
7,936 | $1,367,134 | |
| 2 | OGS |
ONE Gas, Inc.
|
16,051 | $1,237,049 | |
| 3 | NI |
Nisource Inc.
This page
|
21,980 | $1,045,148 | |
| 4 | NJR |
New Jersey Resources Corp
|
7,672 | $429,938 | |
| 5 | BKH |
Black Hills Corp /Sd/
|
5,669 | $421,773 | |
| 6 | UGI |
Ugi Corp /Pa/
|
10,438 | $360,527 | |
| 7 | SWX |
Southwest Gas Holdings, Inc.
|
3,527 | $312,773 | |
| 8 | SR |
Spire Inc
|
3,687 | $287,917 |
All Filings in NI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,045,148 | 21,980 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $917,428 | 19,662 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $761,117 | 18,226 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $805,942 | 18,613 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $716,398 | 17,759 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $735,851 | 18,355 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $674,987 | 18,362 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $464,899 | 13,417 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $386,774 | 13,425 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $369,067 | 13,343 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $322,396 | 12,143 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $304,896 | 12,354 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $332,193 | 12,146 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $337,477 | 12,070 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $335,264 | 12,227 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $304,950 | 12,106 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $513,745 | 17,421 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $551,380 | 17,339 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $476,162 | 17,246 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $378,860 | 15,636 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $382,249 | 15,602 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $372,668 | 15,457 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $313,796 | 13,679 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $360,624 | 16,392 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $361,111 | 15,880 | 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. | ||||||