Position in NI
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$27,865,773
+$2,145,662 QoQ
Shares Held
586,031
+6.3% QoQ
Ownership
0.122%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#104
of 909 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 94%
Shared 0%
None 6%
Common Shares in NI Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Jun 30, 2026NEUBERGER BERMAN GROUP LLC holds $794,106,302 across 14 Utilities - Regulated Gas names. NI ranks #8 (3.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UGI |
Ugi Corp /Pa/
|
8,201,866 | $283,292,451 | |
| 2 | CPK |
Chesapeake Utilities Corp
|
1,098,388 | $134,530,561 | |
| 3 | ATO |
Atmos Energy Corp
|
627,569 | $108,111,310 | |
| 4 | NJR |
New Jersey Resources Corp
|
1,611,450 | $90,305,657 | |
| 5 | BIPC |
Brookfield Infrastructure Corp
|
1,172,063 | $45,124,425 | |
| 6 | CTRI |
Centuri Holdings, Inc.
|
1,340,008 | $40,521,841 | |
| 7 | SWX |
Southwest Gas Holdings, Inc.
|
432,048 | $38,314,016 | |
| 8 | NI |
Nisource Inc.
This page
|
586,031 | $27,865,773 |
All Filings in NI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $27,865,773 | 586,031 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $25,720,111 | 551,224 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $22,267,350 | 533,222 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $21,183,225 | 489,220 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $19,966,564 | 494,957 | Shares | Defined | 2025-08-25 | |
| 2025-03-31 | $20,014,531 | 499,240 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $19,219,487 | 522,837 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $18,529,467 | 534,761 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $15,492,404 | 537,744 | Shares | Defined | 2024-11-14 | |
| 2024-03-31 | $15,230,536 | 550,634 | Shares | Defined | 2024-11-14 | |
| 2023-12-31 | $14,900,496 | 561,224 | Shares | Defined | 2024-11-14 | |
| 2023-09-30 | $14,234,189 | 576,750 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $16,170,523 | 591,244 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $16,817,827 | 601,496 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $17,004,978 | 620,167 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $15,851,638 | 629,283 | Shares | Defined | 2022-11-15 | |
| 2022-06-30 | $18,686,927 | 633,670 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $20,750,454 | 652,530 | Shares | Defined | 2022-05-23 | |
| 2021-12-31 | $18,332,652 | 663,986 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $16,060,928 | 662,853 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $16,940,524 | 691,450 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $17,018,862 | 705,884 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $17,451,536 | 760,747 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $29,215,472 | 1,327,976 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $30,847,287 | 1,356,521 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $49,639,185 | 1,987,953 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||