Position in NI
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$553,957
+$17,694 QoQ
Shares Held
11,650
+1.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#477
of 891 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in NI Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Jun 30, 2026Allworth Financial LP holds $4,241,609 across 16 Utilities - Regulated Gas names. NI ranks #4 (13.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ATO |
Atmos Energy Corp
|
4,975 | $857,043 | |
| 2 | NJR |
New Jersey Resources Corp
|
14,805 | $829,672 | |
| 3 | NWN |
Northwest Natural Holding Co
|
12,190 | $598,041 | |
| 4 | NI |
Nisource Inc.
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|
11,650 | $553,957 | |
| 5 | BKH |
Black Hills Corp /Sd/
|
5,505 | $409,572 | |
| 6 | SWX |
Southwest Gas Holdings, Inc.
|
2,758 | $244,579 | |
| 7 | UGI |
Ugi Corp /Pa/
|
6,431 | $222,126 | |
| 8 | OGS |
ONE Gas, Inc.
|
2,306 | $177,723 |
All Filings in NI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $553,957 | 11,650 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $536,263 | 11,493 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $433,343 | 10,377 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $176,187 | 4,069 | Shares | Sole | 2025-12-02 | |
| 2025-06-30 | $148,491 | 3,681 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $125,361 | 3,127 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $112,228 | 3,053 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $86,035 | 2,483 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $130,797 | 4,540 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $100,184 | 3,622 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $81,083 | 3,054 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $53,777 | 2,179 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $32,655 | 1,194 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $30,728 | 1,099 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $11,543 | 421 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $2,115 | 84 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,359 | 80 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $2,385 | 75 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $1,490 | 54 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $1,308 | 54 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $5,463 | 223 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $5,352 | 222 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $4,679 | 204 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $4,488 | 204 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $4,638 | 204 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $1,348 | 54 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||