Position in NI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,506,004
-$1,295,076 QoQ
Shares Held
73,733
-28.3% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#265
of 906 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 14%
Shared 0%
None 86%
Common Shares in NI Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Jun 30, 2026Orion Porfolio Solutions, LLC holds $10,756,869 across 6 Utilities - Regulated Gas names. NI ranks #2 (32.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ATO |
Atmos Energy Corp
|
20,849 | $3,591,657 | |
| 2 | NI |
Nisource Inc.
This page
|
73,733 | $3,506,004 | |
| 3 | BKH |
Black Hills Corp /Sd/
|
35,169 | $2,616,573 | |
| 4 | NJR |
New Jersey Resources Corp
|
8,318 | $466,140 | |
| 5 | SWX |
Southwest Gas Holdings, Inc.
|
3,414 | $302,753 | |
| 6 | CPK |
Chesapeake Utilities Corp
|
2,235 | $273,742 |
All Filings in NI
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,506,004 | 73,733 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $4,801,080 | 102,895 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $3,796,401 | 90,910 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $3,568,136 | 82,405 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $3,273,227 | 81,141 | Shares | Sole | 2025-08-27 | |
| 2025-03-31 | $1,213,444 | 30,268 | Shares | Sole | 2025-08-01 | |
| 2024-12-31 | $1,110,813 | 30,218 | Shares | Sole | 2025-08-01 | |
| 2024-09-30 | $937,143 | 27,046 | Shares | Sole | 2025-07-31 | |
| 2024-06-30 | $766,749 | 26,614 | Shares | Sole | 2025-07-31 | |
| 2024-03-31 | $1,249,291 | 45,166 | Shares | Sole | 2025-07-31 | |
| 2023-12-31 | $1,180,359 | 44,458 | Shares | Sole | 2025-07-31 | |
| 2023-09-30 | $657,573 | 26,644 | Shares | Sole | 2025-07-31 | |
| 2023-06-30 | $431,200 | 15,766 | Shares | Sole | 2025-07-31 | |
| 2023-03-31 | $462,066 | 16,526 | Shares | Sole | 2025-07-31 | |
| 2022-12-31 | $471,514 | 17,196 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $425,962 | 16,910 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $502,981 | 17,056 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $578,664 | 18,197 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $490,657 | 17,771 | Shares | Sole | 2022-02-08 | |
| No filing history on record for this holder in this stock. | ||||||