Position in NI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$176,673,973
+$139,048,283 QoQ
Shares Held
3,715,541
+360.8% QoQ
Ownership
0.775%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#27
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)
Derivatives in NI
reported options exposure · as of Jun 30, 2026CallValue
$5,311,335
CallShares
111,700
PutValue
$7,360,740
PutShares
154,800
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Utilities - Regulated Gas
Utilities · as of Jun 30, 2026CITADEL ADVISORS LLC holds $675,107,558 across 14 Utilities - Regulated Gas names. NI ranks #2 (26.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ATO |
Atmos Energy Corp
|
1,736,405 | $299,130,489 | |
| 2 | NI |
Nisource Inc.
This page
|
3,715,541 | $176,673,973 | |
| 3 | BKH |
Black Hills Corp /Sd/
|
1,259,693 | $93,721,158 | |
| 4 | MDU |
Mdu Resources Group Inc
|
1,909,701 | $40,504,757 | |
| 5 | UGI |
Ugi Corp /Pa/
|
655,895 | $22,654,612 | |
| 6 | SWX |
Southwest Gas Holdings, Inc.
|
236,396 | $20,963,597 | |
| 7 | CTRI |
Centuri Holdings, Inc.
|
146,216 | $4,421,571 | |
| 8 | BIPC |
Brookfield Infrastructure Corp
|
113,056 | $4,352,655 |
All Filings in NI
Export CSV
50 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $176,673,973 | 3,715,541 | Shares | Defined | 2026-08-14 | |
| 2026-06-30 | $5,311,335 | 111,700 | Call | Defined | 2026-08-14 | |
| 2026-06-30 | $7,360,740 | 154,800 | Put | Defined | 2026-08-14 | |
| 2026-03-31 | $1,740,418 | 37,300 | Put | Defined | 2026-05-15 | |
| 2026-03-31 | $37,625,690 | 806,380 | Shares | Defined | 2026-05-15 | |
| 2026-03-31 | $2,235,014 | 47,900 | Call | Defined | 2026-05-15 | |
| 2025-12-31 | $1,586,880 | 38,000 | Put | Defined | 2026-02-17 | |
| 2025-12-31 | $103,831,228 | 2,486,380 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $50,881,396 | 1,175,090 | Shares | Defined | 2025-11-14 | |
| 2025-09-30 | $43,888,880 | 1,013,600 | Put | Defined | 2025-11-14 | |
| 2025-09-30 | $88,344,990 | 2,040,300 | Call | Defined | 2025-11-14 | |
| 2025-06-30 | $2,222,734 | 55,100 | Put | Defined | 2025-08-14 | |
| 2025-06-30 | $4,134,850 | 102,500 | Call | Defined | 2025-08-14 | |
| 2025-06-30 | $109,533,951 | 2,715,269 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $2,176,887 | 54,300 | Put | Defined | 2025-05-15 | |
| 2025-03-31 | $2,950,624 | 73,600 | Call | Defined | 2025-05-15 | |
| 2025-03-31 | $62,192,538 | 1,551,323 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $621,244 | 16,900 | Put | Defined | 2025-02-14 | |
| 2024-12-31 | $78,045,780 | 2,123,117 | Shares | Defined | 2025-02-14 | |
| 2024-12-31 | $1,661,552 | 45,200 | Call | Defined | 2025-02-14 | |
| 2024-09-30 | $1,344,420 | 38,800 | Call | Defined | 2024-11-14 | |
| 2024-09-30 | $31,185 | 900 | Put | Defined | 2024-11-14 | |
| 2024-09-30 | $189,458,923 | 5,467,790 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $2,195,322 | 76,200 | Call | Defined | 2024-08-14 | |
| 2024-06-30 | $46,603,459 | 1,617,614 | Shares | Defined | 2024-08-14 | |
| 2024-06-30 | $1,590,312 | 55,200 | Put | Defined | 2024-08-14 | |
| 2024-03-31 | $2,157,480 | 78,000 | Call | Defined | 2024-05-15 | |
| 2024-03-31 | $58,251,350 | 2,105,978 | Shares | Defined | 2024-05-15 | |
| 2024-03-31 | $589,158 | 21,300 | Put | Defined | 2024-05-15 | |
| 2023-12-31 | $3,037,320 | 114,400 | Call | Defined | 2024-02-14 | |
| 2023-12-31 | $127,925,493 | 4,818,286 | Shares | Defined | 2024-02-14 | |
| 2023-12-31 | $1,518,660 | 57,200 | Put | Defined | 2024-02-14 | |
| 2023-09-30 | $67,915,411 | 2,751,840 | Shares | Defined | 2023-11-14 | |
| 2023-09-30 | $937,840 | 38,000 | Call | Defined | 2023-11-14 | |
| 2023-09-30 | $187,568 | 7,600 | Put | Defined | 2023-11-14 | |
| 2023-06-30 | $620,845 | 22,700 | Call | Defined | 2023-08-14 | |
| 2023-06-30 | $284,440 | 10,400 | Put | Defined | 2023-08-14 | |
| 2023-06-30 | $105,270 | 3,849 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $388,644 | 13,900 | Put | Defined | 2023-05-15 | |
| 2023-03-31 | $26,130,577 | 934,570 | Shares | Defined | 2023-05-15 | |
| 2023-03-31 | $704,592 | 25,200 | Call | Defined | 2023-05-15 | |
| 2022-12-31 | $786,954 | 28,700 | Put | Defined | 2023-02-14 | |
| 2022-12-31 | $1,488,906 | 54,300 | Call | Defined | 2023-02-14 | |
| 2022-12-31 | $30,264,028 | 1,103,721 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $297,242 | 11,800 | Put | Defined | 2022-11-14 | |
| 2022-09-30 | $614,636 | 24,400 | Call | Defined | 2022-11-14 | |
| 2022-09-30 | $9,977,758 | 396,100 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $303,747 | 10,300 | Put | Defined | 2022-08-15 | |
| 2022-06-30 | $920,088 | 31,200 | Call | Defined | 2022-08-15 | |
| 2022-03-31 | $94,370,156 | 2,967,615 | Shares | Defined | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||