Waverly Advisors, LLC

Position in NI — Nisource Inc.

CIK 1568787 BIRMINGHAM, AL

Position in NI

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$3,286,417

-$359,315 QoQ

Shares Held

69,115

-11.5% QoQ

Ownership

0.014%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#273

of 909 holders

Holding Since

Mar 2024

10 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Waverly Advisors, LLC holds $9,955,389 across 5 Utilities - Regulated Gas names. NI ranks #2 (33.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BKH	Black Hills Corp /Sd/	58,886	$4,381,118
2	NI	Nisource Inc. This page	69,115	$3,286,417
3	ATO	Atmos Energy Corp	6,749	$1,162,650
4	UGI	Ugi Corp /Pa/	17,742	$612,808
5	BIPC	Brookfield Infrastructure Corp	13,309	$512,396

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,286,417	69,115	-11.5%	Shares	Sole	2026-08-14
2026-03-31	$3,645,732	78,134	-23.1%	Shares	Sole	2026-05-15
2025-12-31	$4,243,942	101,627	-25.8%	Shares	Sole	2026-02-17
2025-09-30	$5,933,745	137,038	-35.1%	Shares	Sole	2025-11-14
2025-06-30	$8,519,848	211,201	+10.7%	Shares	Sole	2025-08-14
2025-03-31	$7,650,093	190,823	+1661.0%	Shares	Sole	2025-05-15
2024-12-31	$398,330	10,836	-6.5%	Shares	Sole	2025-02-14
2024-09-30	$401,524	11,588	+2.0%	Shares	Sole	2024-11-14
2024-06-30	$327,366	11,363	+6.4%	Shares	Sole	2024-08-14
2024-03-31	$295,297	10,676	—	Shares	Sole	2024-05-15
No filing history on record for this holder in this stock.