Position in NI
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$12,648,546
+$1,694,439 QoQ
Shares Held
271,079
+3.3% QoQ
Ownership
0.057%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
19 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in NI Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Mar 31, 2026Cetera Investment Advisers holds $57,485,172 across 13 Utilities - Regulated Gas names. NI ranks #2 (22.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ATO |
Atmos Energy Corp
|
102,024 | $18,845,873 | |
| 2 | NI |
Nisource Inc.
This page
|
271,079 | $12,648,546 | |
| 3 | CPK |
Chesapeake Utilities Corp
|
31,490 | $3,979,391 | |
| 4 | NWN |
Northwest Natural Holding Co
|
65,321 | $3,476,383 | |
| 5 | NJR |
New Jersey Resources Corp
|
57,676 | $3,167,565 | |
| 6 | MDU |
Mdu Resources Group Inc
|
134,877 | $2,794,651 | |
| 7 | UGI |
Ugi Corp /Pa/
|
73,426 | $2,674,174 | |
| 8 | BKH |
Black Hills Corp /Sd/
|
35,532 | $2,466,276 |
All Filings in NI
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $12,648,546 | 271,079 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $10,954,107 | 262,311 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $10,777,370 | 248,900 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $3,903,863 | 96,774 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $3,785,017 | 94,413 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $2,046,943 | 55,684 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,462,021 | 71,054 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,999,327 | 69,397 | Shares | Sole | 2024-08-22 | |
| 2024-03-31 | $1,900,961 | 68,726 | Shares | Sole | 2024-05-24 | |
| 2023-12-31 | $347,964 | 13,106 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $286,633 | 11,614 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $294,012 | 10,750 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $270,513 | 9,675 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $209,433 | 7,638 | Shares | Sole | 2023-02-14 | |
| 2021-12-31 | $369,283 | 13,375 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $320,441 | 13,225 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $514,426 | 20,997 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $505,008 | 20,946 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $817,742 | 35,647 | Shares | Sole | 2021-02-17 | |
| No filing history on record for this holder in this stock. | ||||||