Position in NI
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$3,622,122
+$425,019 QoQ
Shares Held
77,628
+1.4% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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 Mar 31, 2026Advisors Asset Management, Inc. holds $19,902,880 across 8 Utilities - Regulated Gas names. NI ranks #3 (18.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MDU |
Mdu Resources Group Inc
|
278,403 | $5,768,510 | |
| 2 | UGI |
Ugi Corp /Pa/
|
109,718 | $3,995,929 | |
| 3 | NI |
Nisource Inc.
This page
|
77,628 | $3,622,122 | |
| 4 | ATO |
Atmos Energy Corp
|
11,184 | $2,065,908 | |
| 5 | BKH |
Black Hills Corp /Sd/
|
23,437 | $1,626,762 | |
| 6 | NWN |
Northwest Natural Holding Co
|
27,344 | $1,455,247 | |
| 7 | SR |
Spire Inc
|
13,672 | $1,237,862 | |
| 8 | CPK |
Chesapeake Utilities Corp
|
1,033 | $130,540 |
All Filings in NI
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,622,122 | 77,628 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $3,197,103 | 76,559 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $3,074,343 | 71,001 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $2,831,182 | 70,183 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $2,592,299 | 64,662 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $3,724,596 | 101,322 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $3,924,424 | 113,259 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $3,651,897 | 126,758 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $3,540,867 | 128,014 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $3,481,182 | 131,118 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $3,130,065 | 126,826 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $3,371,051 | 123,256 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $3,379,860 | 120,882 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $2,789,902 | 101,747 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $2,342,644 | 92,999 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $2,581,702 | 87,545 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $2,513,154 | 79,030 | Shares | Sole | 2022-05-17 | |
| 2021-12-31 | $1,963,623 | 71,120 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $1,437,081 | 59,310 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,033,655 | 42,190 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $700,877 | 29,070 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $481,854 | 21,005 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $370,678 | 16,849 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $371,389 | 16,332 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $462,094 | 18,506 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||