Position in NI
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$38,344,177
+$12,411,856 QoQ
Shares Held
806,397
+45.1% QoQ
Ownership
0.168%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#85
of 909 holders
Holding Since
Mar 2020
26 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 Jun 30, 2026ENVESTNET ASSET MANAGEMENT INC holds $234,024,483 across 13 Utilities - Regulated Gas names. NI ranks #2 (16.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ATO |
Atmos Energy Corp
|
603,994 | $104,050,046 | |
| 2 | NI |
Nisource Inc.
This page
|
806,397 | $38,344,177 | |
| 3 | BIPC |
Brookfield Infrastructure Corp
|
895,909 | $34,492,496 | |
| 4 | CPK |
Chesapeake Utilities Corp
|
123,171 | $15,085,984 | |
| 5 | MDU |
Mdu Resources Group Inc
|
542,449 | $11,505,343 | |
| 6 | OGS |
ONE Gas, Inc.
|
129,580 | $9,986,730 | |
| 7 | NJR |
New Jersey Resources Corp
|
117,156 | $6,565,422 | |
| 8 | BKH |
Black Hills Corp /Sd/
|
69,813 | $5,194,087 |
All Filings in NI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $38,344,177 | 806,397 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $25,932,321 | 555,772 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $20,487,957 | 490,612 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $22,315,564 | 515,371 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $24,909,143 | 617,480 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $25,959,036 | 647,519 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $19,530,808 | 531,306 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $27,171,005 | 784,156 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $21,741,610 | 754,655 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $19,865,107 | 718,189 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $16,345,480 | 615,649 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $14,320,372 | 580,242 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $18,171,914 | 664,421 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $16,613,776 | 594,198 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $15,646,537 | 570,625 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $13,347,148 | 529,859 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $14,838,040 | 503,155 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $17,549,338 | 551,866 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $27,054,597 | 979,884 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $16,297,679 | 672,624 | Shares | Sole | 2021-10-07 | |
| 2021-06-30 | $15,380,585 | 627,779 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $4,936,594 | 204,753 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $4,691,046 | 204,492 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $3,534,212 | 160,646 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $3,672,350 | 161,493 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $2,976,124 | 119,188 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||