Position in NI
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$15,747,003
+$3,806,358 QoQ
Shares Held
337,484
+18.0% QoQ
Ownership
0.070%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 6%
Shared 0%
None 94%
Common Shares in NI Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Mar 31, 2026LPL Financial LLC holds $95,592,288 across 14 Utilities - Regulated Gas names. NI ranks #3 (16.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ATO |
Atmos Energy Corp
|
194,277 | $35,886,847 | |
| 2 | UGI |
Ugi Corp /Pa/
|
443,772 | $16,162,176 | |
| 3 | NI |
Nisource Inc.
This page
|
337,484 | $15,747,003 | |
| 4 | NJR |
New Jersey Resources Corp
|
94,140 | $5,170,168 | |
| 5 | BKH |
Black Hills Corp /Sd/
|
57,972 | $4,023,836 | |
| 6 | MDU |
Mdu Resources Group Inc
|
170,021 | $3,522,835 | |
| 7 | SPH |
Suburban Propane Partners LP
|
139,676 | $2,750,220 | |
| 8 | BIPC |
Brookfield Infrastructure Corp
|
69,446 | $2,744,505 |
All Filings in NI
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $15,747,003 | 337,484 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $11,940,645 | 285,935 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $10,575,851 | 244,246 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $9,056,572 | 224,506 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $9,390,441 | 234,234 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $6,626,431 | 180,262 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $4,973,175 | 143,526 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $4,984,850 | 173,025 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $4,861,466 | 175,758 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $6,153,679 | 231,777 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $4,963,839 | 201,128 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $3,573,031 | 130,641 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $3,174,969 | 113,554 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $2,573,449 | 93,853 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $1,895,950 | 75,266 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,004,641 | 67,977 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,491,165 | 46,892 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,258,519 | 45,582 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,154,704 | 47,656 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,444,593 | 58,963 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $679,009 | 28,163 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $618,439 | 26,959 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $645,744 | 29,352 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $748,441 | 32,913 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $537,679 | 21,533 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||