Bogart Wealth, LLC

Position in NI — Nisource Inc.

CIK 1715740 MCLEAN, VA

Position in NI

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$3,661

+$3,055 QoQ

Shares Held

+492.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#838

of 906 holders

Holding Since

Jun 2025

5 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Bogart Wealth, LLC holds $49,975 across 5 Utilities - Regulated Gas names. NI ranks #4 (7.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UGI	Ugi Corp /Pa/	673	$23,245
2	BKH	Black Hills Corp /Sd/	224	$16,665
3	ATO	Atmos Energy Corp	31	$5,340
4	NI	Nisource Inc. This page	77	$3,661
5	SWX	Southwest Gas Holdings, Inc.	12	$1,064

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,661	77	+492.3%	Shares	Sole	2026-07-24
2026-03-31	$606	13	0.0%	Shares	Sole	2026-04-28
2025-12-31	$542	13	0.0%	Shares	Sole	2026-01-30
2025-09-30	$562	13	0.0%	Shares	Sole	2025-10-27
2025-06-30	$524	13	—	Shares	Sole	2025-07-30
No filing history on record for this holder in this stock.