Position in NI
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$766,743
+$40,807 QoQ
Shares Held
16,125
+3.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#437
of 909 holders
Holding Since
Mar 2025
6 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, 2026CARY STREET PARTNERS FINANCIAL LLC holds $1,521,040 across 3 Utilities - Regulated Gas names. NI ranks #1 (50.4% of the industry book) .
All Filings in NI
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $766,743 | 16,125 | Shares | Defined | 2026-07-17 | |
| 2026-03-31 | $725,936 | 15,558 | Shares | Defined | 2026-04-29 | |
| 2025-12-31 | $643,103 | 15,400 | Shares | Defined | 2026-02-09 | |
| 2025-09-30 | $634,994 | 14,665 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $684,569 | 16,970 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $539,050 | 13,446 | Shares | Defined | 2025-05-09 | |
| No filing history on record for this holder in this stock. | ||||||