Position in NI
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$146,009,866
+$10,396,111 QoQ
Shares Held
3,129,230
-3.6% QoQ
Ownership
0.653%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 90.02537365422164.ToString("F0")%
Shared 0.002556539468175877.ToString("F0")%
None 9.972069806310179.ToString("F0")%
Common Shares in NI Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Mar 31, 2026Bank of New York Mellon Corp holds $845,010,667 across 15 Utilities - Regulated Gas names. NI ranks #2 (17.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ATO |
Atmos Energy Corp
|
892,696 | $164,898,799 | |
| 2 | NI |
Nisource Inc.
This page
|
3,129,230 | $146,009,866 | |
| 3 | UGI |
Ugi Corp /Pa/
|
2,876,897 | $104,776,581 | |
| 4 | SWX |
Southwest Gas Holdings, Inc.
|
846,251 | $73,539,203 | |
| 5 | OGS |
ONE Gas, Inc.
|
763,877 | $65,792,718 | |
| 6 | NJR |
New Jersey Resources Corp
|
1,063,084 | $58,384,567 | |
| 7 | SR |
Spire Inc
|
610,023 | $55,231,478 | |
| 8 | BKH |
Black Hills Corp /Sd/
|
784,251 | $54,434,855 |
All Filings in NI
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $146,009,866 | 3,129,230 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $135,613,755 | 3,247,456 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $165,525,414 | 3,822,758 | Shares | Defined | 2025-11-03 | |
| 2025-06-30 | $152,322,220 | 3,775,960 | Shares | Defined | 2025-08-05 | |
| 2025-03-31 | $160,424,137 | 4,001,600 | Shares | Defined | 2025-04-29 | |
| 2024-12-31 | $156,655,603 | 4,261,578 | Shares | Defined | 2025-02-04 | |
| 2024-09-30 | $142,264,925 | 4,105,770 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $122,285,939 | 4,244,566 | Shares | Defined | 2024-07-25 | |
| 2024-03-31 | $120,824,100 | 4,368,189 | Shares | Defined | 2024-04-25 | |
| 2023-12-31 | $120,229,359 | 4,528,413 | Shares | Defined | 2024-01-29 | |
| 2023-09-30 | $125,148,498 | 5,070,847 | Shares | Other | 2023-10-24 | |
| 2023-06-30 | $115,023,205 | 4,205,602 | Shares | Other | 2023-08-03 | |
| 2023-03-31 | $120,623,460 | 4,314,144 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $122,045,674 | 4,450,973 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $151,544,824 | 6,016,071 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $178,591,316 | 6,055,996 | Shares | Other | 2022-08-15 | |
| 2022-03-31 | $191,136,374 | 6,010,578 | Shares | Other | 2022-05-11 | |
| 2021-12-31 | $141,623,751 | 5,129,437 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $103,141,894 | 4,256,785 | Shares | Defined | 2021-11-18 | |
| 2021-06-30 | $112,137,503 | 4,577,041 | Shares | Other | 2021-08-11 | |
| 2021-03-31 | $101,587,046 | 4,213,482 | Shares | Other | 2021-05-13 | |
| 2020-09-30 | $90,200,154 | 4,100,007 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $85,040,387 | 3,739,683 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $93,606,954 | 3,748,777 | Shares | Other | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||