Position in NI
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$486,674
+$45,224 QoQ
Shares Held
10,235
+8.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#503
of 906 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 20%
Shared 0%
None 80%
Common Shares in NI Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Jun 30, 2026Lido Advisors, LLC holds $7,006,046 across 6 Utilities - Regulated Gas names. NI ranks #3 (6.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPH |
Suburban Propane Partners LP
|
202,235 | $3,458,218 | |
| 2 | ATO |
Atmos Energy Corp
|
11,412 | $1,965,944 | |
| 3 | NI |
Nisource Inc.
This page
|
10,235 | $486,674 | |
| 4 | BKH |
Black Hills Corp /Sd/
|
6,166 | $458,750 | |
| 5 | OGS |
ONE Gas, Inc.
|
5,666 | $436,678 | |
| 6 | NJR |
New Jersey Resources Corp
|
3,565 | $199,782 |
All Filings in NI
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $486,674 | 10,235 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $441,450 | 9,461 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $301,590 | 7,222 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $264,130 | 6,100 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||