Position in NI
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$20,351
+$1,687 QoQ
Shares Held
428
+7.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#760
of 906 holders
Holding Since
Dec 2021
19 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, 2026JFS WEALTH ADVISORS, LLC holds $309,068 across 13 Utilities - Regulated Gas names. NI ranks #4 (6.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UGI |
Ugi Corp /Pa/
|
5,944 | $205,305 | |
| 2 | CPK |
Chesapeake Utilities Corp
|
225 | $27,558 | |
| 3 | ATO |
Atmos Energy Corp
|
158 | $27,218 | |
| 4 | NI |
Nisource Inc.
This page
|
428 | $20,351 | |
| 5 | MDU |
Mdu Resources Group Inc
|
396 | $8,399 | |
| 6 | NJR |
New Jersey Resources Corp
|
121 | $6,780 | |
| 7 | SWX |
Southwest Gas Holdings, Inc.
|
47 | $4,167 | |
| 8 | BKH |
Black Hills Corp /Sd/
|
48 | $3,571 |
All Filings in NI
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $20,351 | 428 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $18,664 | 400 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $17,330 | 415 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $14,115 | 326 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $13,312 | 330 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $13,871 | 346 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $57,345 | 1,560 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $53,707 | 1,550 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $8,527 | 296 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $8,270 | 299 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $8,761 | 330 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $6,342 | 257 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $8,505 | 311 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $9,170 | 328 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $8,143 | 297 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $6,045 | 240 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $6,576 | 223 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $6,296 | 198 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $2,181 | 79 | Shares | Sole | 2022-02-03 | |
| No filing history on record for this holder in this stock. | ||||||