Position in NI
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$46,006
+$12,098 QoQ
Shares Held
986
+21.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in NI Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Mar 31, 2026Parkside Financial Bank & Trust holds $627,980 across 13 Utilities - Regulated Gas names. NI ranks #3 (7.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SR |
Spire Inc
|
2,612 | $236,490 | |
| 2 | ATO |
Atmos Energy Corp
|
1,107 | $204,484 | |
| 3 | NI |
Nisource Inc.
This page
|
986 | $46,006 | |
| 4 | SWX |
Southwest Gas Holdings, Inc.
|
472 | $41,016 | |
| 5 | BIPC |
Brookfield Infrastructure Corp
|
600 | $23,712 | |
| 6 | NJR |
New Jersey Resources Corp
|
331 | $18,178 | |
| 7 | MDU |
Mdu Resources Group Inc
|
866 | $17,943 | |
| 8 | CPK |
Chesapeake Utilities Corp
|
124 | $15,669 |
All Filings in NI
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $46,006 | 986 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $33,908 | 812 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $32,387 | 748 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $30,012 | 744 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $26,859 | 670 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $24,628 | 670 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $23,215 | 670 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $15,729 | 546 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $15,101 | 546 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $10,221 | 385 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $42,053 | 1,704 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $39,875 | 1,458 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $38,361 | 1,372 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $13,298 | 485 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $29,547 | 1,173 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $38,218 | 1,296 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $22,322 | 702 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $6,792 | 246 | Shares | Defined | 2022-03-01 | |
| 2021-09-30 | $4,749 | 196 | Shares | Defined | 2021-10-29 | |
| 2021-06-30 | $2,646 | 108 | Shares | Defined | 2021-08-06 | |
| 2021-03-31 | $1,856 | 77 | Shares | Defined | 2021-05-10 | |
| 2020-12-31 | $2,179 | 95 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $1,408 | 64 | Shares | Defined | 2020-11-06 | |
| 2020-06-30 | $3,069 | 135 | Shares | Defined | 2020-08-10 | |
| 2020-03-31 | $5,743 | 230 | Shares | Defined | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||