Position in NI
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$742,540
+$474,106 QoQ
Shares Held
15,616
+171.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#439
of 906 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 87%
Shared 0%
None 13%
Common Shares in NI Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Jun 30, 2026Arax Advisory Partners holds $8,077,355 across 16 Utilities - Regulated Gas names. NI ranks #3 (9.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ATO |
Atmos Energy Corp
|
15,304 | $2,636,420 | |
| 2 | BKH |
Black Hills Corp /Sd/
|
13,188 | $981,187 | |
| 3 | NI |
Nisource Inc.
This page
|
15,616 | $742,540 | |
| 4 | SR |
Spire Inc
|
9,224 | $720,302 | |
| 5 | CPK |
Chesapeake Utilities Corp
|
5,312 | $650,613 | |
| 6 | UGI |
Ugi Corp /Pa/
|
17,795 | $614,639 | |
| 7 | SWX |
Southwest Gas Holdings, Inc.
|
4,462 | $395,690 | |
| 8 | BIPC |
Brookfield Infrastructure Corp
|
9,466 | $364,441 |
All Filings in NI
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $742,540 | 15,616 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $268,434 | 5,753 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $549,895 | 13,168 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $844,046 | 19,493 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $233,326 | 5,784 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $220,054 | 5,489 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $156,156 | 4,248 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $5,717 | 165 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $4,753 | 165 | Shares | Sole | 2024-08-06 | |
| No filing history on record for this holder in this stock. | ||||||