Position in NI
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$25,932,321
+$5,444,364 QoQ
Shares Held
555,772
+13.3% QoQ
Ownership
0.116%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in NI Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Mar 31, 2026ENVESTNET ASSET MANAGEMENT INC holds $243,758,400 across 14 Utilities - Regulated Gas names. NI ranks #3 (10.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ATO |
Atmos Energy Corp
|
674,566 | $124,605,831 | |
| 2 | BIPC |
Brookfield Infrastructure Corp
|
903,837 | $35,719,638 | |
| 3 | NI |
Nisource Inc.
This page
|
555,772 | $25,932,321 | |
| 4 | CPK |
Chesapeake Utilities Corp
|
125,507 | $15,860,319 | |
| 5 | OGS |
ONE Gas, Inc.
|
129,386 | $11,144,016 | |
| 6 | MDU |
Mdu Resources Group Inc
|
526,783 | $10,914,943 | |
| 7 | NJR |
New Jersey Resources Corp
|
114,498 | $6,288,230 | |
| 8 | UGI |
Ugi Corp /Pa/
|
132,771 | $4,835,519 |
All Filings in NI
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||