Position in NI
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$61,815,713
+$1,688,378 QoQ
Shares Held
1,300,015
+0.9% QoQ
Ownership
0.271%
of shares outstanding
% of Portfolio
1.73%
of 13F equity value
Holder Rank
#61
of 909 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 90%
Shared 0%
None 10%
Common Shares in NI Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Jun 30, 2026VAUGHAN DAVID INVESTMENTS LLC/IL holds $61,815,713 across 1 Utilities - Regulated Gas name. NI ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NI |
Nisource Inc.
This page
|
1,300,015 | $61,815,713 |
All Filings in NI
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $61,815,713 | 1,300,015 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $60,127,335 | 1,288,627 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $53,899,506 | 1,290,697 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $56,947,164 | 1,315,177 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $52,892,799 | 1,311,175 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $53,452,718 | 1,333,318 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $48,935,500 | 1,331,216 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $45,736,128 | 1,319,946 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $37,147,758 | 1,289,405 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $34,418,721 | 1,244,350 | Shares | Sole | 2024-05-13 | |
| No filing history on record for this holder in this stock. | ||||||