Position in NI
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$9,509,952
+$496,360 QoQ
Shares Held
199,999
+3.5% QoQ
Ownership
0.042%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#173
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, 2026Mitsubishi UFJ Trust & Banking Corp holds $144,463,971 across 8 Utilities - Regulated Gas names. NI ranks #3 (6.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UGI |
Ugi Corp /Pa/
|
3,478,438 | $120,145,247 | |
| 2 | ATO |
Atmos Energy Corp
|
73,494 | $12,660,811 | |
| 3 | NI |
Nisource Inc.
This page
|
199,999 | $9,509,952 | |
| 4 | NJR |
New Jersey Resources Corp
|
12,727 | $713,221 | |
| 5 | OGS |
ONE Gas, Inc.
|
7,233 | $557,447 | |
| 6 | BKH |
Black Hills Corp /Sd/
|
4,482 | $333,460 | |
| 7 | SWX |
Southwest Gas Holdings, Inc.
|
3,331 | $295,393 | |
| 8 | BIPC |
Brookfield Infrastructure Corp
|
6,453 | $248,440 |
All Filings in NI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,509,952 | 199,999 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $9,013,592 | 193,176 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $8,162,827 | 195,470 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $8,580,024 | 198,153 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $8,202,695 | 203,339 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $13,539,515 | 337,728 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $12,664,591 | 344,521 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $8,506,159 | 245,488 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $7,434,996 | 258,070 | Shares | Defined | 2024-08-08 | |
| 2024-03-31 | $12,443,210 | 449,863 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $12,806,312 | 482,347 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $10,953,748 | 443,831 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $11,749,230 | 429,588 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $10,286,008 | 367,883 | Shares | Defined | 2023-05-10 | |
| 2022-12-31 | $9,932,812 | 362,247 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $10,010,958 | 397,418 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $11,740,971 | 398,134 | Shares | Defined | 2022-08-09 | |
| 2022-03-31 | $12,509,769 | 393,389 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $11,117,635 | 402,667 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $7,907,653 | 326,358 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $8,043,301 | 328,298 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $158,336,637 | 6,567,260 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $170,912,519 | 7,450,415 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $174,256,808 | 7,920,764 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $213,789,016 | 9,401,452 | Shares | Sole | 2020-09-11 | |
| 2020-03-31 | $149,570,598 | 5,990,012 | Shares | Defined | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||