Position in NI
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$667,459
+$54,487 QoQ
Shares Held
14,037
+6.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#457
of 906 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NI Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Jun 30, 2026D.A. DAVIDSON & CO. holds $9,965,373 across 12 Utilities - Regulated Gas names. NI ranks #6 (6.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ATO |
Atmos Energy Corp
|
11,217 | $1,932,352 | |
| 2 | SWX |
Southwest Gas Holdings, Inc.
|
17,641 | $1,564,403 | |
| 3 | BIPC |
Brookfield Infrastructure Corp
|
35,298 | $1,358,973 | |
| 4 | MDU |
Mdu Resources Group Inc
|
59,608 | $1,264,285 | |
| 5 | BKH |
Black Hills Corp /Sd/
|
13,744 | $1,022,553 | |
| 6 | NI |
Nisource Inc.
This page
|
14,037 | $667,459 | |
| 7 | OGS |
ONE Gas, Inc.
|
7,192 | $554,287 | |
| 8 | SR |
Spire Inc
|
5,500 | $429,495 |
All Filings in NI
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $667,459 | 14,037 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $612,972 | 13,137 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $230,139 | 5,511 | Shares | Sole | 2026-01-29 | |
| No filing history on record for this holder in this stock. | ||||||