Position in NI
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$2,411,308
+$886,553 QoQ
Shares Held
50,711
+55.2% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#304
of 906 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in NI Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Jun 30, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $27,508,164 across 12 Utilities - Regulated Gas names. NI ranks #5 (8.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ATO |
Atmos Energy Corp
|
57,115 | $9,839,201 | |
| 2 | NJR |
New Jersey Resources Corp
|
62,891 | $3,524,411 | |
| 3 | UGI |
Ugi Corp /Pa/
|
89,321 | $3,085,147 | |
| 4 | BKH |
Black Hills Corp /Sd/
|
36,402 | $2,708,308 | |
| 5 | NI |
Nisource Inc.
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|
50,711 | $2,411,308 | |
| 6 | SWX |
Southwest Gas Holdings, Inc.
|
14,109 | $1,251,186 | |
| 7 | OGS |
ONE Gas, Inc.
|
15,447 | $1,190,500 | |
| 8 | BIPC |
Brookfield Infrastructure Corp
|
22,165 | $853,352 |
All Filings in NI
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,411,308 | 50,711 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $1,524,755 | 32,678 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $1,648,016 | 39,464 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $2,279,398 | 52,642 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $2,059,316 | 51,049 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $2,005,782 | 50,032 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $1,441,065 | 39,202 | Shares | Sole | 2025-03-17 | |
| 2024-09-30 | $1,024,808 | 29,576 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $809,474 | 28,097 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $668,708 | 24,176 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $543,027 | 20,453 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $611,348 | 24,771 | Shares | Sole | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||