Position in NI
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$79,679,106
-$284,748 QoQ
Shares Held
1,675,691
-2.2% QoQ
Ownership
0.349%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#51
of 909 holders
Holding Since
Mar 2020
26 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, 2026PRINCIPAL FINANCIAL GROUP INC holds $491,609,815 across 13 Utilities - Regulated Gas names. NI ranks #3 (16.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BIPC |
Brookfield Infrastructure Corp
|
3,160,380 | $121,674,630 | |
| 2 | SWX |
Southwest Gas Holdings, Inc.
|
985,861 | $87,426,153 | |
| 3 | NI |
Nisource Inc.
This page
|
1,675,691 | $79,679,106 | |
| 4 | ATO |
Atmos Energy Corp
|
427,047 | $73,567,386 | |
| 5 | BKH |
Black Hills Corp /Sd/
|
340,645 | $25,343,987 | |
| 6 | MDU |
Mdu Resources Group Inc
|
1,008,061 | $21,380,973 | |
| 7 | UGI |
Ugi Corp /Pa/
|
486,772 | $16,813,104 | |
| 8 | SR |
Spire Inc
|
197,505 | $15,423,164 |
All Filings in NI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $79,679,106 | 1,675,691 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $79,963,854 | 1,713,756 | Shares | Defined | 2026-05-04 | |
| 2025-12-31 | $74,985,925 | 1,795,640 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $78,011,314 | 1,801,647 | Shares | Defined | 2025-11-04 | |
| 2025-06-30 | $75,420,025 | 1,869,609 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $88,741,298 | 2,213,552 | Shares | Defined | 2025-04-28 | |
| 2024-12-31 | $85,825,004 | 2,334,739 | Shares | Defined | 2025-01-31 | |
| 2024-09-30 | $77,754,045 | 2,243,984 | Shares | Defined | 2024-10-31 | |
| 2024-06-30 | $57,292,601 | 1,988,636 | Shares | Defined | 2024-07-29 | |
| 2024-03-31 | $54,717,094 | 1,978,203 | Shares | Defined | 2024-04-29 | |
| 2023-12-31 | $53,994,123 | 2,033,677 | Shares | Defined | 2024-02-07 | |
| 2023-09-30 | $51,637,790 | 2,092,293 | Shares | Defined | 2023-11-02 | |
| 2023-06-30 | $57,963,592 | 2,119,327 | Shares | Defined | 2023-08-07 | |
| 2023-03-31 | $60,160,999 | 2,151,681 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $53,825,156 | 1,962,989 | Shares | Defined | 2023-02-09 | |
| 2022-09-30 | $47,812,205 | 1,898,063 | Shares | Defined | 2022-11-09 | |
| 2022-06-30 | $56,987,743 | 1,932,443 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $62,679,421 | 1,971,051 | Shares | Defined | 2022-05-09 | |
| 2021-12-31 | $46,924,657 | 1,699,553 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $35,166,209 | 1,451,350 | Shares | Defined | 2021-11-09 | |
| 2021-06-30 | $11,908,837 | 486,075 | Shares | Defined | 2021-08-10 | |
| 2021-03-31 | $11,444,462 | 474,677 | Shares | Defined | 2021-05-10 | |
| 2020-12-31 | $11,492,159 | 500,966 | Shares | Defined | 2021-02-23 | |
| 2020-09-30 | $11,858,484 | 539,022 | Shares | Defined | 2020-11-06 | |
| 2020-06-30 | $12,968,257 | 570,284 | Shares | Defined | 2020-08-05 | |
| 2020-03-31 | $13,735,372 | 550,075 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||