Position in NI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,248,544
+$1,765,520 QoQ
Shares Held
47,288
+356.8% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#314
of 906 holders
Holding Since
Dec 2020
18 quarters on record
Voting authority
Sole 91%
Shared 0%
None 9%
Common Shares in NI Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Jun 30, 2026LAZARD ASSET MANAGEMENT LLC holds $40,148,859 across 6 Utilities - Regulated Gas names. NI ranks #2 (5.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ATO |
Atmos Energy Corp
|
193,220 | $33,286,009 | |
| 2 | NI |
Nisource Inc.
This page
|
47,288 | $2,248,544 | |
| 3 | BIPC |
Brookfield Infrastructure Corp
|
48,832 | $1,880,032 | |
| 4 | UGI |
Ugi Corp /Pa/
|
32,555 | $1,124,449 | |
| 5 | OGS |
ONE Gas, Inc.
|
13,014 | $1,002,988 | |
| 6 | SWX |
Southwest Gas Holdings, Inc.
|
6,843 | $606,837 |
All Filings in NI
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,248,544 | 47,288 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $483,024 | 10,352 | Shares | Sole | 2026-05-15 | |
| 2025-06-30 | $97,945 | 2,428 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $627,929 | 15,663 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $889,407 | 24,195 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,028,099 | 29,671 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $5,973,032 | 207,325 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $10,029,598 | 362,603 | Shares | Sole | 2024-07-09 | |
| 2023-12-31 | $10,393,474 | 391,468 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $9,048,502 | 366,633 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $6,547,507 | 239,397 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $2,797,676 | 100,060 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $20,857,186 | 760,656 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $8,978,093 | 356,415 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $12,064,476 | 409,104 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $3,784,962 | 119,024 | Shares | Sole | 2022-05-13 | |
| 2021-09-30 | $20,110 | 830 | Shares | Other | 2021-11-15 | |
| 2020-12-31 | $179,321 | 7,817 | Shares | Sole | 2021-02-11 | |
| No filing history on record for this holder in this stock. | ||||||