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Equibles

RAFFA WEALTH MANAGEMENT, LLC

Position in NI — Nisource Inc.

CIK 1631073 WASHINGTON, DC
Back to NI Full portfolio

Position in NI

as of Jun 30, 2026 · filed Jul 27, 2026
Position Value
$3,328
+$1,462 QoQ
Shares Held
70
+75.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#827
of 891 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in NI Over Time

Shares Held

Position Value (USD)

Position in Utilities - Regulated Gas

Utilities · as of Jun 30, 2026

RAFFA WEALTH MANAGEMENT, LLC holds $12,836 across 9 Utilities - Regulated Gas names. NI ranks #1 (25.9% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 NI
Nisource Inc.
This page 		70 $3,328
2 ATO
Atmos Energy Corp
 19 $3,273
3 NWN
Northwest Natural Holding Co
 40 $1,962
4 UGI
Ugi Corp /Pa/
 49 $1,692
5 OPAL
OPAL Fuels Inc.
 673 $1,480
6 MDU
Mdu Resources Group Inc
 39 $827
7 NJR
New Jersey Resources Corp
 2 $112
8 SWX
Southwest Gas Holdings, Inc.
 1 $88

All Filings in NI

Export CSV
26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $3,328 70
2026-03-31 $1,866 40
2025-12-31 $1,461 35
2025-09-30 $1,515 35
2025-06-30 $1,411 35
2025-03-31 $1,403 35
2024-12-31 $1,286 35
2024-09-30 $1,212 35
2024-06-30 $1,008 35
2024-03-31 $968 35
2023-12-31 $929 35
2023-09-30 $863 35
2023-06-30 $957 35
2023-03-31 $978 35
2022-12-31 $959 35
2022-09-30 $881 35
2022-06-30 $1,032 35
2022-03-31 $1,113 35
2021-12-31 $966 35
2021-09-30 $848 35
2021-06-30 $857 35
2021-03-31 $843 35
2020-12-31 $802 35
2020-09-30 $1,232 56
2020-06-30 $1,273 56
2020-03-31 $1,248 50

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