Position in NI
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$2,616,038
+$97,536 QoQ
Shares Held
56,066
-7.0% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2022
13 quarters on record
Voting authority
Sole 13.136303642136054.ToString("F0")%
Shared 20.896800199764563.ToString("F0")%
None 65.96689615809939.ToString("F0")%
Common Shares in NI Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Mar 31, 2026Cerity Partners LLC holds $40,267,420 across 14 Utilities - Regulated Gas names. NI ranks #8 (6.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ATO |
Atmos Energy Corp
|
59,296 | $10,953,155 | |
| 2 | BKH |
Black Hills Corp /Sd/
|
81,799 | $5,677,667 | |
| 3 | UGI |
Ugi Corp /Pa/
|
139,042 | $5,063,908 | |
| 4 | NJR |
New Jersey Resources Corp
|
68,440 | $3,758,724 | |
| 5 | SR |
Spire Inc
|
33,266 | $3,011,903 | |
| 6 | OGS |
ONE Gas, Inc.
|
33,440 | $2,880,186 | |
| 7 | SWX |
Southwest Gas Holdings, Inc.
|
32,038 | $2,784,101 | |
| 8 | NI |
Nisource Inc.
This page
|
56,066 | $2,616,038 |
All Filings in NI
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,616,038 | 56,066 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,518,502 | 60,309 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $2,508,802 | 57,940 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $2,134,954 | 52,924 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $3,087,451 | 77,013 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $4,158,070 | 113,114 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $4,129,587 | 119,180 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $2,844,584 | 98,736 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $3,006,780 | 108,705 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $394,347 | 14,853 | Shares | Sole | 2024-01-26 | |
| 2022-09-30 | $362,861 | 14,405 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $408,082 | 13,838 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $360,643 | 11,341 | Shares | Sole | 2022-04-25 | |
| No filing history on record for this holder in this stock. | ||||||