Position in NI
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$935,831
+$28,434 QoQ
Shares Held
19,681
+1.2% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#412
of 909 holders
Holding Since
Jun 2020
18 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, 2026Horizon Investments, LLC holds $7,826,909 across 8 Utilities - Regulated Gas names. NI ranks #4 (12.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NJR |
New Jersey Resources Corp
|
42,648 | $2,389,993 | |
| 2 | SWX |
Southwest Gas Holdings, Inc.
|
26,628 | $2,361,371 | |
| 3 | ATO |
Atmos Energy Corp
|
5,575 | $960,405 | |
| 4 | NI |
Nisource Inc.
This page
|
19,681 | $935,831 | |
| 5 | NWN |
Northwest Natural Holding Co
|
16,090 | $789,375 | |
| 6 | OGS |
ONE Gas, Inc.
|
2,277 | $175,488 | |
| 7 | BKH |
Black Hills Corp /Sd/
|
1,859 | $138,309 | |
| 8 | SR |
Spire Inc
|
975 | $76,137 |
All Filings in NI
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $935,831 | 19,681 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $907,397 | 19,447 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,427,550 | 58,131 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $2,307,197 | 53,284 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,884,725 | 46,721 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $272,291 | 6,792 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $227,323 | 6,184 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $211,538 | 6,105 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $229,385 | 7,962 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $180,785 | 6,536 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $166,813 | 6,283 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $152,349 | 6,173 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $179,388 | 6,559 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $201,060 | 7,191 | Shares | Sole | 2023-05-15 | |
| 2022-09-30 | $319,081 | 12,667 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $269,007 | 9,122 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $471,912 | 14,840 | Shares | Sole | 2022-05-16 | |
| 2020-06-30 | $298,485 | 13,126 | Shares | Sole | 2020-08-13 | |
| No filing history on record for this holder in this stock. | ||||||