Position in NI
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$2,398,659
-$77,960 QoQ
Shares Held
50,445
-5.0% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#307
of 909 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, 2026Sequoia Financial Advisors, LLC holds $12,815,723 across 11 Utilities - Regulated Gas names. NI ranks #2 (18.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BIPC |
Brookfield Infrastructure Corp
|
77,350 | $2,977,975 | |
| 2 | NI |
Nisource Inc.
This page
|
50,445 | $2,398,659 | |
| 3 | ATO |
Atmos Energy Corp
|
10,364 | $1,785,406 | |
| 4 | BKH |
Black Hills Corp /Sd/
|
21,332 | $1,587,100 | |
| 5 | SWX |
Southwest Gas Holdings, Inc.
|
7,685 | $681,505 | |
| 6 | SR |
Spire Inc
|
8,269 | $645,726 | |
| 7 | UGI |
Ugi Corp /Pa/
|
17,947 | $619,889 | |
| 8 | OGS |
ONE Gas, Inc.
|
7,933 | $611,396 |
All Filings in NI
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,398,659 | 50,445 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $2,476,619 | 53,078 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $2,470,396 | 59,157 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $2,556,172 | 59,034 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $1,912,075 | 47,399 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $1,130,056 | 28,188 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $5,993,497 | 163,044 | Shares | Sole | 2025-08-08 | |
| 2024-09-30 | $6,148,989 | 177,460 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $5,568,627 | 193,288 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $6,020,088 | 217,646 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $5,941,226 | 223,775 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $5,527,875 | 223,982 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $6,625,346 | 242,243 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $9,181,588 | 328,383 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $8,722,685 | 318,114 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $5,393,254 | 214,103 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $5,473,491 | 185,605 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $4,494,771 | 141,345 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $3,108,278 | 112,578 | Shares | Sole | 2022-02-22 | |
| No filing history on record for this holder in this stock. | ||||||