Position in NI
as of Mar 31, 2026
· filed Jun 3, 2026
Position Value
$43,394,406
+$38,940,494 QoQ
Shares Held
930,013
+772.0% QoQ
Ownership
0.194%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
18 quarters on record
Voting authority
Sole 0.860847256062812.ToString("F0")%
Shared 0.ToString("F0")%
None 99.13915274393719.ToString("F0")%
Common Shares in NI Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Mar 31, 2026NewEdge Advisors, LLC holds $52,848,363 across 14 Utilities - Regulated Gas names. NI ranks #1 (82.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NI |
Nisource Inc.
This page
|
930,013 | $43,394,406 | |
| 2 | UGI |
Ugi Corp /Pa/
|
92,426 | $3,366,154 | |
| 3 | ATO |
Atmos Energy Corp
|
9,452 | $1,745,973 | |
| 4 | MDU |
Mdu Resources Group Inc
|
77,998 | $1,616,118 | |
| 5 | BIPC |
Brookfield Infrastructure Corp
|
37,638 | $1,487,453 | |
| 6 | OGS |
ONE Gas, Inc.
|
3,516 | $302,833 | |
| 7 | SWX |
Southwest Gas Holdings, Inc.
|
3,384 | $294,069 | |
| 8 | NWN |
Northwest Natural Holding Co
|
4,578 | $243,641 |
All Filings in NI
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $43,394,406 | 930,013 | Shares | Sole | 2026-06-03 | |
| 2025-12-31 | $4,453,912 | 106,655 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $4,726,281 | 109,152 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $4,201,532 | 104,153 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,222,504 | 30,494 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $699,983 | 19,042 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $110,013 | 3,175 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $385,218 | 13,371 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $112,382 | 4,063 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $106,943 | 4,028 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $79,617 | 3,226 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $93,482 | 3,418 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $329,396 | 11,781 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $341,049 | 12,438 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $229,858 | 9,125 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $219,287 | 7,436 | Shares | Sole | 2022-08-09 | |
| 2020-06-30 | $1,563,420 | 68,752 | Shares | Sole | 2020-07-29 | |
| 2020-03-31 | $1,952,678 | 78,201 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||