Position in NI
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$723,568
+$37,060 QoQ
Shares Held
15,217
+3.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#444
of 906 holders
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 94%
Shared 0%
None 6%
Common Shares in NI Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Jun 30, 2026EP Wealth Advisors, LLC holds $1,688,547 across 3 Utilities - Regulated Gas names. NI ranks #1 (42.9% of the industry book) .
All Filings in NI
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $723,568 | 15,217 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $686,508 | 14,713 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $595,706 | 14,265 | Shares | Sole | 2026-02-18 | |
| 2025-06-30 | $541,040 | 13,412 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $487,895 | 12,170 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $530,557 | 14,433 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $488,530 | 14,099 | Shares | Sole | 2024-11-15 | |
| No filing history on record for this holder in this stock. | ||||||