Position in NI
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$7,532,743
+$768,626 QoQ
Shares Held
161,439
-0.3% QoQ
Ownership
0.034%
of shares outstanding
% of Portfolio
0.03%
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, 2026Janney Montgomery Scott LLC holds $53,606,783 across 9 Utilities - Regulated Gas names. NI ranks #3 (14.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ATO |
Atmos Energy Corp
|
141,530 | $26,143,421 | |
| 2 | NJR |
New Jersey Resources Corp
|
247,803 | $13,609,340 | |
| 3 | NI |
Nisource Inc.
This page
|
161,439 | $7,532,743 | |
| 4 | NWN |
Northwest Natural Holding Co
|
44,189 | $2,351,738 | |
| 5 | CPK |
Chesapeake Utilities Corp
|
10,523 | $1,329,791 | |
| 6 | SPH |
Suburban Propane Partners LP
|
54,149 | $1,066,193 | |
| 7 | SR |
Spire Inc
|
11,278 | $1,021,110 | |
| 8 | MDU |
Mdu Resources Group Inc
|
14,633 | $303,195 |
All Filings in NI
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||