Summit Global Investments

Position in NI — Nisource Inc.

CIK 1697953 BOUNTIFUL, UT

Position in NI

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$3,422,839

+$759,160 QoQ

Shares Held

71,984

+26.1% QoQ

Ownership

0.015%

of shares outstanding

% of Portfolio

0.44%

of 13F equity value

Holder Rank

#268

of 906 holders

Holding Since

Jun 2022

12 quarters on record

Utilities · as of Jun 30, 2026

Summit Global Investments holds $4,841,723 across 3 Utilities - Regulated Gas names. NI ranks #1 (70.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NI	Nisource Inc. This page	71,984	$3,422,839
2	ATO	Atmos Energy Corp	5,255	$905,278
3	NJR	New Jersey Resources Corp	9,165	$513,606

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,422,839	71,984	+26.1%	Shares	Sole	2026-08-03
2026-03-31	$2,663,679	57,087	-37.4%	Shares	Sole	2026-05-07
2025-12-31	$3,810,432	91,246	-65.3%	Shares	Sole	2026-02-18
2025-09-30	$11,391,147	263,075	-1.4%	Shares	Sole	2025-11-03
2025-06-30	$10,758,597	266,698	+405.3%	Shares	Sole	2025-08-12
2025-03-31	$2,115,990	52,781	-51.9%	Shares	Sole	2025-04-07
2024-12-31	$4,035,218	109,772	+5.7%	Shares	Sole	2025-02-11
2023-09-30	$2,562,721	103,838	+0.9%	Shares	Sole	2023-10-16
2023-06-30	$2,815,409	102,940	-3.3%	Shares	Sole	2023-07-19
2023-03-31	$2,976,342	106,450	-58.5%	Shares	Sole	2023-05-04
2022-09-30	$6,462,343	256,544	-21.9%	Shares	Sole	2022-11-14
2022-06-30	$9,692,684	328,677	—	Shares	Sole	2022-08-23
No filing history on record for this holder in this stock.