Position in NI
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,528,684
+$483,361 QoQ
Shares Held
32,149
+43.5% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#354
of 909 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 91%
Shared 0%
None 9%
Common Shares in NI Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Jun 30, 2026Focus Partners Wealth holds $47,415,379 across 11 Utilities - Regulated Gas names. NI ranks #4 (3.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BIPC |
Brookfield Infrastructure Corp
|
889,580 | $34,248,830 | |
| 2 | ATO |
Atmos Energy Corp
|
31,679 | $5,457,341 | |
| 3 | UGI |
Ugi Corp /Pa/
|
68,267 | $2,357,942 | |
| 4 | NI |
Nisource Inc.
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|
32,149 | $1,528,684 | |
| 5 | OGS |
ONE Gas, Inc.
|
11,882 | $915,745 | |
| 6 | BKH |
Black Hills Corp /Sd/
|
11,124 | $827,625 | |
| 7 | SWX |
Southwest Gas Holdings, Inc.
|
6,681 | $592,471 | |
| 8 | NJR |
New Jersey Resources Corp
|
9,731 | $545,325 |
All Filings in NI
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,528,684 | 32,149 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,045,323 | 22,403 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,338,199 | 32,045 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $606,416 | 14,005 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $889,940 | 22,061 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $494,911 | 12,345 | Shares | Sole | 2025-05-20 | |
| 2024-12-31 | $446,266 | 12,140 | Shares | Sole | 2025-05-20 | |
| 2024-09-30 | $292,723 | 8,448 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||