Position in NI
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$15,263,407
+$3,351,249 QoQ
Shares Held
320,997
+25.7% QoQ
Ownership
0.067%
of shares outstanding
% of Portfolio
0.49%
of 13F equity value
Holder Rank
#140
of 911 holders
Holding Since
Sep 2022
10 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, 2026Edgestream Partners, L.P. holds $55,483,126 across 6 Utilities - Regulated Gas names. NI ranks #1 (27.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NI |
Nisource Inc.
This page
|
320,997 | $15,263,407 | |
| 2 | ATO |
Atmos Energy Corp
|
84,088 | $14,485,839 | |
| 3 | NWN |
Northwest Natural Holding Co
|
234,439 | $11,501,577 | |
| 4 | SR |
Spire Inc
|
98,819 | $7,716,775 | |
| 5 | CPK |
Chesapeake Utilities Corp
|
51,261 | $6,278,447 | |
| 6 | CTRI |
Centuri Holdings, Inc.
|
7,840 | $237,081 |
All Filings in NI
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,263,407 | 320,997 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $11,912,158 | 255,297 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $11,151,590 | 267,040 | Shares | Sole | 2026-02-13 | |
| 2025-06-30 | $2,336,089 | 57,910 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $5,119,773 | 127,707 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $8,607,354 | 234,150 | Shares | Sole | 2025-02-07 | |
| 2023-09-30 | $202,351 | 8,199 | Shares | Sole | 2023-11-15 | |
| 2023-03-31 | $588,082 | 21,033 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,114,019 | 40,628 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $2,676,261 | 106,243 | Shares | Sole | 2022-11-14 | |
| No filing history on record for this holder in this stock. | ||||||