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Equibles

Creative Planning

Position in NI — Nisource Inc.

CIK 1540235 OVERLAND PARK, KS
Back to NI Full portfolio

Position in NI

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$15,173,489
+$5,416,650 QoQ
Shares Held
319,106
+52.6% QoQ
Ownership
0.067%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#141
of 912 holders
Holding Since
Mar 2020
26 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, 2026

Creative Planning holds $73,139,055 across 15 Utilities - Regulated Gas names. NI ranks #2 (20.7% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 ATO
Atmos Energy Corp
 150,531 $25,931,974
2 NI
Nisource Inc.
This page 		319,106 $15,173,489
3 MDU
Mdu Resources Group Inc
 307,937 $6,531,342
4 BKH
Black Hills Corp /Sd/
 68,601 $5,103,914
5 OGS
ONE Gas, Inc.
 60,127 $4,633,986
6 UGI
Ugi Corp /Pa/
 117,883 $4,071,678
7 SWX
Southwest Gas Holdings, Inc.
 32,279 $2,862,501
8 NJR
New Jersey Resources Corp
 41,222 $2,310,080

All Filings in NI

Export CSV
26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $15,173,489 319,106
2026-03-31 $9,756,839 209,105
2025-12-31 $4,591,303 109,945
2025-09-30 $3,783,336 87,375
2025-06-30 $2,531,496 62,754
2025-03-31 $2,453,989 61,212
2024-12-31 $2,020,733 54,971
2024-09-30 $1,658,521 47,865
2024-06-30 $3,028,477 105,119
2024-03-31 $2,868,756 103,715
2023-12-31 $1,121,790 42,252
2023-09-30 $1,052,527 42,647
2023-06-30 $1,181,848 43,212
2023-03-31 $1,148,512 41,077
2022-12-31 $1,029,456 37,544
2022-09-30 $844,746 33,535
2022-06-30 $930,733 31,561
2022-03-31 $1,000,523 31,463
2021-12-31 $794,367 28,771
2021-09-30 $649,775 26,817
2021-06-30 $656,404 26,792
2021-03-31 $661,240 27,426
2020-12-31 $644,545 28,097
2020-09-30 $636,416 28,928
2020-06-30 $637,220 28,022
2020-03-31 $740,660 29,662