TD PRIVATE CLIENT WEALTH LLC

Position in NI — Nisource Inc.

CIK 1551017 NEW YORK, NY

Position in NI

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$3,237,156

+$2,943,152 QoQ

Shares Held

68,079

+980.4% QoQ

Ownership

0.014%

of shares outstanding

% of Portfolio

0.17%

of 13F equity value

Holder Rank

#274

of 909 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

TD PRIVATE CLIENT WEALTH LLC holds $4,081,363 across 8 Utilities - Regulated Gas names. NI ranks #1 (79.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NI	Nisource Inc. This page	68,079	$3,237,156
2	BIPC	Brookfield Infrastructure Corp	19,179	$738,391
3	MDU	Mdu Resources Group Inc	2,416	$51,243
4	ATO	Atmos Energy Corp	276	$47,546
5	CPK	Chesapeake Utilities Corp	25	$3,062
6	BKH	Black Hills Corp /Sd/	26	$1,934
7	NJR	New Jersey Resources Corp	27	$1,513
8	UGI	Ugi Corp /Pa/	15	$518

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,237,156	68,079	+980.4%	Shares	Defined	2026-08-04
2026-03-31	$294,004	6,301	+6.6%	Shares	Defined	2026-04-27
2025-12-31	$246,801	5,910	-9.6%	Shares	Defined	2026-02-05
2025-09-30	$283,138	6,539	-84.2%	Shares	Defined	2025-10-27
2025-06-30	$1,673,343	41,481	+8.4%	Shares	Defined	2025-07-15
2025-03-31	$1,534,324	38,272	+299.2%	Shares	Defined	2025-04-29
2024-12-31	$352,418	9,587	-88.8%	Shares	Defined	2025-02-11
2024-09-30	$2,978,721	85,966	+11.6%	Shares	Defined	2024-11-18
2024-06-30	$2,219,724	77,047	+16.4%	Shares	Defined	2024-08-14
2024-03-31	$1,831,479	66,214	-2.6%	Shares	Defined	2024-08-16
2023-12-31	$1,805,506	68,004	+5.8%	Shares	Defined	2024-08-16
2023-09-30	$1,586,134	64,268	+1.0%	Shares	Defined	2024-08-16
2023-06-30	$1,740,690	63,645	+0.6%	Shares	Defined	2024-08-16
2023-03-31	$1,768,442	63,249	+4.2%	Shares	Defined	2024-08-16
2022-12-31	$1,664,119	60,690	-3.3%	Shares	Defined	2024-08-16
2022-09-30	$1,580,168	62,730	-2.2%	Shares	Defined	2024-08-16
2022-06-30	$1,890,869	64,119	-5.8%	Shares	Defined	2024-08-16
2022-03-31	$2,164,180	68,056	-7.1%	Shares	Defined	2024-08-16
2021-12-31	$2,023,426	73,286	+356.4%	Shares	Defined	2024-08-16
2021-09-30	$389,036	16,056	-2.6%	Shares	Defined	2024-08-16
2021-06-30	$403,760	16,480	+1.2%	Shares	Defined	2024-08-16
2021-03-31	$392,703	16,288	-21.7%	Shares	Defined	2024-08-16
2020-12-31	$477,381	20,810	+82.2%	Shares	Defined	2024-08-16
2020-09-30	$251,240	11,420	-0.6%	Shares	Defined	2024-08-16
2020-06-30	$261,282	11,490	-3.3%	Shares	Defined	2024-08-16
2020-03-31	$296,718	11,883	—	Shares	Defined	2024-08-16
No filing history on record for this holder in this stock.