Strategic Wealth Partners, Ltd.

Position in NI — Nisource Inc.

CIK 1720777 INDEPENDENCE, OH

Position in NI

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$53,208

+$996 QoQ

Shares Held

1,119

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#698

of 909 holders

Holding Since

Dec 2022

9 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Strategic Wealth Partners, Ltd. holds $211,310 across 4 Utilities - Regulated Gas names. NI ranks #3 (25.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BIPC	Brookfield Infrastructure Corp	2,000	$77,000
2	MDU	Mdu Resources Group Inc	2,806	$59,515
3	NI	Nisource Inc. This page	1,119	$53,208
4	UGI	Ugi Corp /Pa/	625	$21,587

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$53,208	1,119	0.0%	Shares	Sole	2026-08-12
2026-03-31	$52,212	1,119	0.0%	Shares	Sole	2026-05-12
2025-12-31	$46,729	1,119	0.0%	Shares	Sole	2026-05-12
2025-09-30	$48,452	1,119	0.0%	Shares	Sole	2025-11-14
2025-06-30	$45,140	1,119	-98.2%	Shares	Sole	2025-08-11
2023-09-30	$1,548,768	62,754	-13.1%	Shares	Sole	2024-05-20
2023-06-30	$1,974,615	72,198	-1.6%	Shares	Sole	2024-05-20
2023-03-31	$2,051,704	73,380	-4.7%	Shares	Sole	2023-04-24
2022-12-31	$2,110,352	76,964	—	Shares	Sole	2023-04-24
No filing history on record for this holder in this stock.