Creative Planning

Position in NI — Nisource Inc.

CIK 1540235 OVERLAND PARK, KS

Position in NI

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$9,756,839

+$5,165,536 QoQ

Shares Held

209,105

+90.2% QoQ

Ownership

0.044%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Mar 31, 2026

Creative Planning holds $60,101,587 across 15 Utilities - Regulated Gas names. NI ranks #2 (16.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ATO	Atmos Energy Corp	131,487	$24,288,278
2	NI	Nisource Inc. This page	209,105	$9,756,839
3	MDU	Mdu Resources Group Inc	301,011	$6,236,947
4	OGS	ONE Gas, Inc.	47,339	$4,077,308
5	BKH	Black Hills Corp /Sd/	47,064	$3,266,712
6	UGI	Ugi Corp /Pa/	81,193	$2,957,049
7	SWX	Southwest Gas Holdings, Inc.	25,389	$2,206,304
8	SR	Spire Inc	15,466	$1,400,291

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$9,756,839	209,105	+90.2%	Shares	Sole	2026-05-12
2025-12-31	$4,591,303	109,945	+25.8%	Shares	Sole	2026-02-17
2025-09-30	$3,783,336	87,375	+39.2%	Shares	Defined	2025-11-14
2025-06-30	$2,531,496	62,754	+2.5%	Shares	Sole	2025-08-08
2025-03-31	$2,453,989	61,212	+11.4%	Shares	Sole	2025-05-15
2024-12-31	$2,020,733	54,971	+14.8%	Shares	Defined	2025-02-14
2024-09-30	$1,658,521	47,865	-54.5%	Shares	Defined	2024-10-11
2024-06-30	$3,028,477	105,119	+1.4%	Shares	Defined	2024-08-15
2024-03-31	$2,868,756	103,715	+145.5%	Shares	Sole	2024-05-13
2023-12-31	$1,121,790	42,252	-0.9%	Shares	Defined	2024-02-14
2023-09-30	$1,052,527	42,647	-1.3%	Shares	Sole	2023-11-16
2023-06-30	$1,181,848	43,212	+5.2%	Shares	Sole	2023-07-21
2023-03-31	$1,148,512	41,077	+9.4%	Shares	Sole	2023-05-15
2022-12-31	$1,029,456	37,544	+12.0%	Shares	Sole	2023-02-10
2022-09-30	$844,746	33,535	+6.3%	Shares	Sole	2022-11-03
2022-06-30	$930,733	31,561	+0.3%	Shares	Sole	2022-08-15
2022-03-31	$1,000,523	31,463	+9.4%	Shares	Sole	2022-05-16
2021-12-31	$794,367	28,771	+7.3%	Shares	Sole	2022-02-11
2021-09-30	$649,775	26,817	+0.1%	Shares	Sole	2021-11-10
2021-06-30	$656,404	26,792	-2.3%	Shares	Sole	2021-08-04
2021-03-31	$661,240	27,426	-2.4%	Shares	Sole	2021-04-30
2020-12-31	$644,545	28,097	-2.9%	Shares	Sole	2021-01-29
2020-09-30	$636,416	28,928	+3.2%	Shares	Sole	2020-11-05
2020-06-30	$637,220	28,022	-5.5%	Shares	Sole	2020-07-23
2020-03-31	$740,660	29,662	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.