Position in NI
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$403,176
+$9,366 QoQ
Shares Held
8,479
+0.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#525
of 906 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NI Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Jun 30, 2026Annex Advisory Services, LLC holds $5,239,661 across 2 Utilities - Regulated Gas names. NI ranks #2 (7.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BIPC |
Brookfield Infrastructure Corp
|
125,623 | $4,836,485 | |
| 2 | NI |
Nisource Inc.
This page
|
8,479 | $403,176 |
All Filings in NI
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $403,176 | 8,479 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $393,810 | 8,440 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $680,729 | 16,301 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $705,833 | 16,301 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $657,582 | 16,301 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $637,471 | 15,901 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $584,520 | 15,901 | Shares | Sole | 2025-01-16 | |
| No filing history on record for this holder in this stock. | ||||||