Position in NI
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$856,801
+$278,549 QoQ
Shares Held
18,019
+45.4% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#420
of 906 holders
Holding Since
Dec 2024
7 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, 2026Merit Financial Group, LLC holds $11,306,322 across 10 Utilities - Regulated Gas names. NI ranks #3 (7.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ATO |
Atmos Energy Corp
|
36,434 | $6,276,481 | |
| 2 | UGI |
Ugi Corp /Pa/
|
39,361 | $1,359,525 | |
| 3 | NI |
Nisource Inc.
This page
|
18,019 | $856,801 | |
| 4 | BKH |
Black Hills Corp /Sd/
|
9,330 | $694,150 | |
| 5 | OGS |
ONE Gas, Inc.
|
6,335 | $488,236 | |
| 6 | MDU |
Mdu Resources Group Inc
|
22,469 | $476,563 | |
| 7 | NJR |
New Jersey Resources Corp
|
6,159 | $345,148 | |
| 8 | BIPC |
Brookfield Infrastructure Corp
|
8,582 | $330,407 |
All Filings in NI
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $856,801 | 18,019 | Shares | Other | 2026-07-20 | |
| 2026-03-31 | $578,252 | 12,393 | Shares | Other | 2026-04-15 | |
| 2025-12-31 | $460,400 | 11,025 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $428,190 | 9,889 | Shares | Other | 2025-11-07 | |
| 2025-06-30 | $329,658 | 8,172 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $301,597 | 7,523 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $230,374 | 6,267 | Shares | Sole | 2025-01-15 | |
| No filing history on record for this holder in this stock. | ||||||