Position in NI
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$38,563
+$10,987 QoQ
Shares Held
811
+37.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#714
of 906 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in NI Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Jun 30, 2026Transamerica Financial Advisors, LLC holds $107,276 across 7 Utilities - Regulated Gas names. NI ranks #2 (35.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ATO |
Atmos Energy Corp
|
350 | $60,294 | |
| 2 | NI |
Nisource Inc.
This page
|
811 | $38,563 | |
| 3 | SWX |
Southwest Gas Holdings, Inc.
|
35 | $3,103 | |
| 4 | NJR |
New Jersey Resources Corp
|
42 | $2,353 | |
| 5 | MDU |
Mdu Resources Group Inc
|
102 | $2,163 | |
| 6 | BIPC |
Brookfield Infrastructure Corp
|
19 | $731 | |
| 7 | UGI |
Ugi Corp /Pa/
|
2 | $69 |
All Filings in NI
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $38,563 | 811 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $27,576 | 591 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $11,901 | 285 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $9,136 | 211 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||