Position in NI
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$39,942
+$795 QoQ
Shares Held
840
+0.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#712
of 906 holders
Holding Since
Mar 2021
22 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, 2026MassMutual Private Wealth & Trust, FSB holds $419,945 across 11 Utilities - Regulated Gas names. NI ranks #4 (9.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BKH |
Black Hills Corp /Sd/
|
1,788 | $133,027 | |
| 2 | ATO |
Atmos Energy Corp
|
523 | $90,097 | |
| 3 | UGI |
Ugi Corp /Pa/
|
1,715 | $59,236 | |
| 4 | NI |
Nisource Inc.
This page
|
840 | $39,942 | |
| 5 | BIPC |
Brookfield Infrastructure Corp
|
596 | $22,946 | |
| 6 | NJR |
New Jersey Resources Corp
|
382 | $21,407 | |
| 7 | CPK |
Chesapeake Utilities Corp
|
164 | $20,086 | |
| 8 | SR |
Spire Inc
|
190 | $14,837 |
All Filings in NI
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $39,942 | 840 | Shares | Sole | 2026-07-02 | |
| 2026-03-31 | $39,147 | 839 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $38,293 | 917 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $37,108 | 857 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $35,821 | 888 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $30,668 | 765 | Shares | Sole | 2025-04-01 | |
| 2024-12-31 | $17,130 | 466 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $52,494 | 1,515 | Shares | Sole | 2024-10-02 | |
| 2024-06-30 | $40,017 | 1,389 | Shares | Sole | 2024-07-02 | |
| 2024-03-31 | $38,143 | 1,379 | Shares | Sole | 2024-04-09 | |
| 2023-12-31 | $37,674 | 1,419 | Shares | Sole | 2024-01-03 | |
| 2023-09-30 | $37,982 | 1,539 | Shares | Sole | 2023-10-04 | |
| 2023-06-30 | $41,654 | 1,523 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $40,905 | 1,463 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $33,671 | 1,228 | Shares | Sole | 2023-01-06 | |
| 2022-09-30 | $4,509 | 179 | Shares | Sole | 2022-10-07 | |
| 2022-06-30 | $3,774 | 128 | Shares | Sole | 2022-07-07 | |
| 2022-03-31 | $3,784 | 119 | Shares | Sole | 2022-04-08 | |
| 2021-12-31 | $4,334 | 157 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $2,326 | 96 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $2,989 | 122 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $1,856 | 77 | Shares | Sole | 2021-05-17 | |
| No filing history on record for this holder in this stock. | ||||||