Position in NI
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,123,131
-$244,333 QoQ
Shares Held
23,620
-19.4% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#387
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, 2026IFP Advisors, Inc holds $2,684,252 across 16 Utilities - Regulated Gas names. NI ranks #1 (41.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NI |
Nisource Inc.
This page
|
23,620 | $1,123,131 | |
| 2 | ATO |
Atmos Energy Corp
|
3,178 | $547,474 | |
| 3 | BKH |
Black Hills Corp /Sd/
|
5,010 | $372,744 | |
| 4 | UGI |
Ugi Corp /Pa/
|
7,608 | $262,780 | |
| 5 | OGS |
ONE Gas, Inc.
|
1,428 | $110,055 | |
| 6 | SWX |
Southwest Gas Holdings, Inc.
|
1,212 | $107,480 | |
| 7 | NJR |
New Jersey Resources Corp
|
1,386 | $77,671 | |
| 8 | BIPC |
Brookfield Infrastructure Corp
|
831 | $31,993 |
All Filings in NI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,123,131 | 23,620 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $1,367,464 | 29,307 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $1,309,343 | 31,354 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $155,880 | 3,600 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $52,805 | 1,309 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $167,696 | 4,183 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $149,760 | 4,074 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $138,842 | 4,007 | Shares | Sole | 2025-02-04 | |
| 2024-06-30 | $112,877 | 3,918 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $176,747 | 6,390 | Shares | Sole | 2024-07-30 | |
| 2023-12-31 | $228,170 | 8,594 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $346,408 | 14,036 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $362,633 | 13,259 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $360,432 | 12,891 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $429,369 | 15,659 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $115,672 | 4,592 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $90,386 | 3,065 | Shares | Sole | 2022-09-06 | |
| 2022-03-31 | $31,068 | 977 | Shares | Sole | 2022-08-08 | |
| 2021-12-31 | $26,422 | 957 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $23,188 | 957 | Shares | Sole | 2021-10-06 | |
| 2021-06-30 | $23,446 | 957 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $22,566 | 936 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $249,403 | 10,872 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $247,324 | 11,242 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $251,709 | 11,069 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $231,446 | 9,269 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||