J.W. COLE ADVISORS, INC.

Position in NI — Nisource Inc.

CIK 1404763 TAMPA, FL

Position in NI

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$411,164

+$11,615 QoQ

Shares Held

8,647

+1.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#520

of 906 holders

Holding Since

Mar 2025

6 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

J.W. COLE ADVISORS, INC. holds $1,658,228 across 5 Utilities - Regulated Gas names. NI ranks #1 (24.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NI	Nisource Inc. This page	8,647	$411,164
2	ATO	Atmos Energy Corp	2,197	$378,477
3	UGI	Ugi Corp /Pa/	10,702	$369,647
4	BKH	Black Hills Corp /Sd/	3,443	$256,159
5	SR	Spire Inc	3,109	$242,781

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$411,164	8,647	+1.0%	Shares	Sole	2026-07-21
2026-03-31	$399,549	8,563	+2.3%	Shares	Sole	2026-04-23
2025-12-31	$349,614	8,372	+2.5%	Shares	Sole	2026-02-11
2025-09-30	$353,717	8,169	+2.1%	Shares	Sole	2025-11-05
2025-06-30	$322,760	8,001	+5.1%	Shares	Sole	2025-08-12
2025-03-31	$305,124	7,611	—	Shares	Sole	2025-05-05
No filing history on record for this holder in this stock.