Position in NI
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$7,968,571
+$435,828 QoQ
Shares Held
167,583
+3.8% QoQ
Ownership
0.035%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#184
of 911 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, 2026Janney Montgomery Scott LLC holds $58,166,472 across 11 Utilities - Regulated Gas names. NI ranks #4 (13.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ATO |
Atmos Energy Corp
|
129,496 | $22,308,275 | |
| 2 | NJR |
New Jersey Resources Corp
|
228,231 | $12,790,065 | |
| 3 | UGI |
Ugi Corp /Pa/
|
243,609 | $8,414,254 | |
| 4 | NI |
Nisource Inc.
This page
|
167,583 | $7,968,571 | |
| 5 | NWN |
Northwest Natural Holding Co
|
42,171 | $2,068,909 | |
| 6 | CPK |
Chesapeake Utilities Corp
|
10,984 | $1,345,320 | |
| 7 | SPH |
Suburban Propane Partners LP
|
53,815 | $920,236 | |
| 8 | SR |
Spire Inc
|
10,750 | $839,467 |
All Filings in NI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,968,571 | 167,583 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $7,532,743 | 161,439 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $6,764,117 | 161,976 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $6,947,138 | 160,442 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $5,995,613 | 148,627 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $1,871,721 | 46,688 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $1,862,518 | 50,667 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $1,725,050 | 49,785 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $1,484,003 | 51,510 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $1,312,937 | 47,467 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $1,080,399 | 40,693 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $815,229 | 33,032 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $847,494 | 30,987 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $851,018 | 30,437 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $807,327 | 29,443 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $613,779 | 24,366 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $503,482 | 17,073 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $550,935 | 17,325 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $524,203 | 18,986 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $428,192 | 17,672 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $511,045 | 20,859 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $612,635 | 25,410 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $2,695,954 | 117,522 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $2,556,444 | 116,202 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $2,721,887 | 119,696 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $2,905,409 | 116,356 | Shares | Sole | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||