Position in NI
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$498,133
+$64,242 QoQ
Shares Held
10,476
+12.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#498
of 909 holders
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in NI Over Time
Shares Held
Position Value (USD)
Derivatives in NI
reported options exposure · as of Sep 30, 2023CallValue
$5,800
CallShares
23,500
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Utilities - Regulated Gas
Utilities · as of Jun 30, 2026Private Advisor Group, LLC holds $8,115,345 across 10 Utilities - Regulated Gas names. NI ranks #5 (6.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ATO |
Atmos Energy Corp
|
13,104 | $2,257,426 | |
| 2 | MDU |
Mdu Resources Group Inc
|
74,365 | $1,577,281 | |
| 3 | SPH |
Suburban Propane Partners LP
|
82,358 | $1,408,321 | |
| 4 | SR |
Spire Inc
|
7,602 | $593,640 | |
| 5 | NI |
Nisource Inc.
This page
|
10,476 | $498,133 | |
| 6 | UGI |
Ugi Corp /Pa/
|
13,498 | $466,220 | |
| 7 | NJR |
New Jersey Resources Corp
|
7,733 | $433,357 | |
| 8 | BKH |
Black Hills Corp /Sd/
|
4,303 | $320,143 |
All Filings in NI
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $498,133 | 10,476 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $433,891 | 9,299 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $434,387 | 10,402 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $453,351 | 10,470 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $421,068 | 10,438 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $441,471 | 11,012 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $397,044 | 10,801 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $690,505 | 19,928 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $624,053 | 21,661 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $611,258 | 22,099 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $489,157 | 18,424 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $5,800 | 23,500 | Call | Sole | 2023-11-03 | |
| 2023-09-30 | $229,005 | 9,279 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $252,686 | 9,239 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $243,978 | 8,726 | Shares | Sole | 2023-05-10 | |
| 2022-09-30 | $227,289 | 9,023 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $587,883 | 19,935 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $592,275 | 18,625 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $442,063 | 16,011 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $206,948 | 8,541 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $206,363 | 8,423 | Shares | Sole | 2021-08-12 | |
| 2020-09-30 | $239,888 | 10,904 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $260,418 | 11,452 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $359,917 | 14,414 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||