Position in NI
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$33,429,326
+$21,064,547 QoQ
Shares Held
703,036
+165.3% QoQ
Ownership
0.147%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#93
of 906 holders
Holding Since
Mar 2020
18 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 Jun 30, 2026AE Wealth Management LLC holds $38,038,119 across 7 Utilities - Regulated Gas names. NI ranks #1 (87.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NI |
Nisource Inc.
This page
|
703,036 | $33,429,326 | |
| 2 | ATO |
Atmos Energy Corp
|
14,841 | $2,556,651 | |
| 3 | UGI |
Ugi Corp /Pa/
|
15,496 | $535,222 | |
| 4 | NJR |
New Jersey Resources Corp
|
9,470 | $530,690 | |
| 5 | SWX |
Southwest Gas Holdings, Inc.
|
4,839 | $429,105 | |
| 6 | BIPC |
Brookfield Infrastructure Corp
|
7,659 | $294,863 | |
| 7 | SPH |
Suburban Propane Partners LP
|
15,337 | $262,262 |
All Filings in NI
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $33,429,326 | 703,036 | Shares | Other | 2026-08-03 | |
| 2026-03-31 | $12,364,779 | 264,998 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $9,761,417 | 233,751 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $9,207,417 | 212,643 | Shares | Other | 2025-11-03 | |
| 2025-06-30 | $7,705,565 | 191,016 | Shares | Other | 2025-08-06 | |
| 2025-03-31 | $20,814,789 | 519,202 | Shares | Other | 2025-05-06 | |
| 2024-12-31 | $23,621,886 | 642,598 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $21,085,692 | 608,534 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $17,532,804 | 608,567 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $15,930,987 | 575,958 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $16,544,128 | 623,131 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $16,864,461 | 683,325 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $20,018,394 | 731,934 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $20,615,215 | 737,311 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $15,167,235 | 553,145 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $9,864,378 | 391,599 | Shares | Sole | 2022-10-25 | |
| 2020-06-30 | $1,358,578 | 59,744 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $1,441,368 | 57,724 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||