UNITED CAPITAL FINANCIAL ADVISORS, LLC

Position in NI — Nisource Inc.

CIK 1463217 IRVING, TX

Position in NI

as of Jun 30, 2026 · filed Aug 17, 2026 Compact

Position Value

$671,263

-$135,908 QoQ

Shares Held

14,117

-18.4% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#456

of 906 holders

Holding Since

Mar 2020

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $3,831,639 across 6 Utilities - Regulated Gas names. NI ranks #3 (17.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NJR	New Jersey Resources Corp	19,856	$1,112,730
2	ATO	Atmos Energy Corp	5,479	$943,867
3	NI	Nisource Inc. This page	14,117	$671,263
4	BKH	Black Hills Corp /Sd/	6,946	$516,782
5	UGI	Ugi Corp /Pa/	9,136	$315,557
6	OGS	ONE Gas, Inc.	3,522	$271,440

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$671,263	14,117	-18.4%	Shares	Defined	2026-08-17
2026-03-31	$807,171	17,299	+177.6%	Shares	Defined	2026-05-15
2025-12-31	$260,248	6,232	-27.6%	Shares	Defined	2026-02-17
2025-09-30	$372,639	8,606	-0.9%	Shares	Defined	2025-11-14
2025-06-30	$350,393	8,686	+2.3%	Shares	Defined	2025-08-11
2025-03-31	$340,324	8,489	+2.4%	Shares	Defined	2025-05-13
2024-12-31	$304,850	8,293	+7.9%	Shares	Defined	2025-02-13
2024-09-30	$266,250	7,684	+7.8%	Shares	Defined	2024-11-12
2024-06-30	$205,386	7,129	-49.3%	Shares	Defined	2024-08-14
2022-12-31	$385,799	14,070	+95.7%	Shares	Defined	2023-02-15
2022-06-30	$212,033	7,190	-1.7%	Shares	Defined	2022-08-11
2022-03-31	$232,553	7,313	-3.3%	Shares	Defined	2022-05-16
2021-12-31	$208,842	7,564	-18.7%	Shares	Defined	2022-02-14
2021-09-30	$225,435	9,304	+6.6%	Shares	Defined	2021-11-15
2020-03-31	$217,888	8,726	—	Shares	Defined	2020-08-11
No filing history on record for this holder in this stock.