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Equibles

CAPTRUST FINANCIAL ADVISORS

Position in NI — Nisource Inc.

CIK 1512024 RALEIGH, NC
Back to NI Full portfolio

Position in NI

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$3,985,973
+$782,625 QoQ
Shares Held
83,827
+22.1% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#253
of 912 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 28% Shared 0% None 72%

Common Shares in NI Over Time

Shares Held

Position Value (USD)

Position in Utilities - Regulated Gas

Utilities · as of Jun 30, 2026

CAPTRUST FINANCIAL ADVISORS holds $231,408,335 across 14 Utilities - Regulated Gas names. NI ranks #7 (1.7% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 UGI
Ugi Corp /Pa/
 3,280,003 $113,291,303
2 SR
Spire Inc
 1,084,020 $84,651,121
3 NJR
New Jersey Resources Corp
 117,768 $6,599,718
4 MDU
Mdu Resources Group Inc
 279,197 $5,921,768
5 ATO
Atmos Energy Corp
 32,898 $5,667,338
6 BKH
Black Hills Corp /Sd/
 55,567 $4,134,184
7 NI
Nisource Inc.
This page 		83,827 $3,985,973
8 OGS
ONE Gas, Inc.
 49,256 $3,796,159

All Filings in NI

Export CSV
26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $3,985,973 83,827
2026-03-31 $3,203,348 68,653
2025-12-31 $2,454,986 58,788
2025-09-30 $2,055,407 47,469
2025-06-30 $1,849,225 45,841
2025-03-31 $1,452,981 36,243
2024-12-31 $1,371,589 37,312
2024-09-30 $1,348,785 38,926
2024-06-30 $1,339,146 46,482
2024-03-31 $957,036 34,600
2023-12-31 $2,364,994 89,077
2023-09-30 $2,344,896 95,012
2023-06-30 $2,368,947 86,616
2023-03-31 $2,436,909 87,157
2022-12-31 $2,320,170 84,616
2022-09-30 $762,803 30,282
2022-06-30 $872,756 29,595
2022-03-31 $873,482 27,468
2021-12-31 $769,325 27,864
2021-09-30 $636,352 26,263
2021-06-30 $596,109 24,331
2021-03-31 $516,122 21,407
2020-12-31 $444,301 19,368
2020-09-30 $446,710 20,305
2020-06-30 $509,171 22,391
2020-03-31 $252,846 10,126