Position in NI
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,078,006
+$203,645 QoQ
Shares Held
22,671
+21.0% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#398
of 906 holders
Holding Since
Sep 2023
9 quarters on record
Common Shares in NI Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Jun 30, 2026KESTRA PRIVATE WEALTH SERVICES, LLC holds $5,781,920 across 3 Utilities - Regulated Gas names. NI ranks #2 (18.6% of the industry book) .
All Filings in NI
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,078,006 | 22,671 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $874,361 | 18,739 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $230,014 | 5,508 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $232,997 | 5,381 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $905,794 | 22,454 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $236,490 | 5,899 | Shares | Sole | 2025-05-05 | |
| 2024-03-31 | $282,685 | 10,220 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $292,129 | 11,003 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $251,736 | 10,200 | Shares | Sole | 2023-11-08 | |
| No filing history on record for this holder in this stock. | ||||||