Crestwood Advisors Group, LLC

Position in NI — Nisource Inc.

CIK 1426853 BOSTON, MA

Position in NI

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$262,333

+$24,181 QoQ

Shares Held

5,517

+8.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#599

of 906 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Crestwood Advisors Group, LLC holds $1,092,405 across 4 Utilities - Regulated Gas names. NI ranks #2 (24.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MDU	Mdu Resources Group Inc	16,816	$356,667
2	NI	Nisource Inc. This page	5,517	$262,333
3	UGI	Ugi Corp /Pa/	7,307	$252,383
4	ATO	Atmos Energy Corp	1,283	$221,022

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$262,333	5,517	+8.1%	Shares	Sole	2026-08-03
2026-03-31	$238,152	5,104	—	Shares	Sole	2026-05-05
No filing history on record for this holder in this stock.