Position in NI
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$475,232
+$67,614 QoQ
Shares Held
10,185
+4.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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 Mar 31, 2026Baird Financial Group, Inc. holds $45,735,545 across 10 Utilities - Regulated Gas names. NI ranks #7 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ATO |
Atmos Energy Corp
|
127,222 | $23,500,447 | |
| 2 | NWN |
Northwest Natural Holding Co
|
172,740 | $9,193,222 | |
| 3 | SR |
Spire Inc
|
73,210 | $6,628,433 | |
| 4 | MDU |
Mdu Resources Group Inc
|
167,919 | $3,479,281 | |
| 5 | UGI |
Ugi Corp /Pa/
|
27,269 | $993,136 | |
| 6 | CPK |
Chesapeake Utilities Corp
|
5,864 | $741,033 | |
| 7 | NI |
Nisource Inc.
This page
|
10,185 | $475,232 | |
| 8 | BKH |
Black Hills Corp /Sd/
|
5,738 | $398,274 |
All Filings in NI
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $475,232 | 10,185 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $407,618 | 9,761 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $330,248 | 7,627 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $999,060 | 24,766 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $1,032,075 | 25,744 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $929,880 | 25,296 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $889,776 | 25,679 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $923,158 | 32,043 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $792,541 | 28,653 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $760,790 | 28,655 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $755,355 | 30,606 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $814,864 | 29,794 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $795,432 | 28,449 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $773,599 | 28,213 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $730,080 | 28,983 | Shares | Defined | 2022-11-15 | |
| 2022-06-30 | $331,525 | 11,242 | Shares | Defined | 2022-08-08 | |
| 2022-03-31 | $384,843 | 12,102 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $352,192 | 12,756 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $284,387 | 11,737 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $269,205 | 10,988 | Shares | Defined | 2021-08-11 | |
| 2021-03-31 | $434,847 | 18,036 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $274,338 | 11,959 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $486,068 | 22,094 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $499,529 | 21,967 | Shares | Defined | 2020-10-22 | |
| 2020-03-31 | $1,728,298 | 69,215 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||