CWM, LLC

Position in NI — Nisource Inc.

CIK 1535847 OMAHA, NE

Position in NI

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$29,990,528

+$1,897,115 QoQ

Shares Held

642,746

-4.5% QoQ

Ownership

0.134%

of shares outstanding

% of Portfolio

0.22%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 0.5737880904743087.ToString("F0")% Shared 0.ToString("F0")% None 99.42621190952569.ToString("F0")%

Utilities · as of Mar 31, 2026

CWM, LLC holds $44,602,195 across 16 Utilities - Regulated Gas names. NI ranks #1 (67.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NI	Nisource Inc. This page	642,746	$29,990,528
2	ATO	Atmos Energy Corp	19,502	$3,602,409
3	BKH	Black Hills Corp /Sd/	49,386	$3,427,882
4	SR	Spire Inc	18,208	$1,648,552
5	SWX	Southwest Gas Holdings, Inc.	15,578	$1,353,728
6	OGS	ONE Gas, Inc.	13,411	$1,155,089
7	NJR	New Jersey Resources Corp	19,636	$1,078,409
8	UGI	Ugi Corp /Pa/	19,725	$718,384

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$29,990,528	642,746	-4.5%	Shares	Sole	2026-05-14
2025-12-31	$28,093,413	672,735	-2.9%	Shares	Sole	2026-01-26
2025-09-30	$29,996,508	692,760	-1.0%	Shares	Sole	2025-10-15
2025-06-30	$28,239,290	700,032	-3.1%	Shares	Sole	2025-07-25
2025-03-31	$28,948,668	722,092	-4.9%	Shares	Sole	2025-05-01
2024-12-31	$27,913,191	759,336	-4.6%	Shares	Sole	2025-02-04
2024-09-30	$27,579,251	795,938	-3.9%	Shares	Sole	2024-10-08
2024-06-30	$23,851,222	827,880	+5767.3%	Shares	Sole	2024-07-10
2024-03-31	$390,282	14,110	+8.2%	Shares	Sole	2024-04-05
2023-12-31	$346,132	13,037	+14.6%	Shares	Sole	2024-02-01
2023-09-30	$280,784	11,377	+2.8%	Shares	Sole	2023-10-11
2023-06-30	$302,791	11,071	+8.7%	Shares	Sole	2023-08-03
2023-03-31	$284,800	10,186	+3.5%	Shares	Sole	2023-05-01
2022-12-31	$269,730	9,837	+23.7%	Shares	Sole	2023-02-01
2022-09-30	$200,260	7,950	+5.3%	Shares	Sole	2022-10-27
2022-06-30	$222,620	7,549	+3.3%	Shares	Sole	2022-07-28
2022-03-31	$232,330	7,306	+4.6%	Shares	Sole	2022-04-21
2021-12-31	$192,800	6,983	+25.1%	Shares	Sole	2022-01-31
2021-06-30	$136,808	5,584	0.0%	Shares	Sole	2021-09-15
2021-03-31	$134,630	5,584	0.0%	Shares	Sole	2021-09-15
2020-12-31	$128,096	5,584	0.0%	Shares	Sole	2021-09-15
2020-09-30	$122,848	5,584	0.0%	Shares	Sole	2021-09-15
2020-06-30	$126,980	5,584	0.0%	Shares	Sole	2021-09-15
2020-03-31	$139,432	5,584	—	Shares	Sole	2021-09-15
No filing history on record for this holder in this stock.