Heritage Wealth Advisors

Position in NI — Nisource Inc.

CIK 1591122 RICHMOND, VA

Position in NI

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

Position Value

$101,091

+$1,892 QoQ

Shares Held

2,126

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#672

of 909 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Heritage Wealth Advisors holds $227,886 across 4 Utilities - Regulated Gas names. NI ranks #1 (44.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NI	Nisource Inc. This page	2,126	$101,091
2	BIPC	Brookfield Infrastructure Corp	1,483	$57,095
3	NJR	New Jersey Resources Corp	800	$44,832
4	UGI	Ugi Corp /Pa/	720	$24,868

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$101,091	2,126	0.0%	Shares	Sole	2026-08-14
2026-03-31	$99,199	2,126	—	Shares	Sole	2026-05-14
No filing history on record for this holder in this stock.