Position in NI
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$25,720,111
+$3,452,761 QoQ
Shares Held
551,224
+3.4% QoQ
Ownership
0.115%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 95.02306688944402.ToString("F0")%
Shared 0.ToString("F0")%
None 4.976933110555982.ToString("F0")%
Common Shares in NI Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Mar 31, 2026NEUBERGER BERMAN GROUP LLC holds $794,878,996 across 13 Utilities - Regulated Gas names. NI ranks #7 (3.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UGI |
Ugi Corp /Pa/
|
8,427,167 | $306,917,421 | |
| 2 | CPK |
Chesapeake Utilities Corp
|
1,079,094 | $136,365,108 | |
| 3 | ATO |
Atmos Energy Corp
|
601,090 | $111,033,344 | |
| 4 | NJR |
New Jersey Resources Corp
|
1,513,779 | $83,136,741 | |
| 5 | BIPC |
Brookfield Infrastructure Corp
|
1,242,157 | $49,090,044 | |
| 6 | SWX |
Southwest Gas Holdings, Inc.
|
427,037 | $37,109,514 | |
| 7 | NI |
Nisource Inc.
This page
|
551,224 | $25,720,111 | |
| 8 | MDU |
Mdu Resources Group Inc
|
1,226,667 | $25,416,540 |
All Filings in NI
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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 | |
| 2020-03-31 | $49,639,185 | 1,987,953 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||