Steward Partners Investment Advisory, LLC

Position in NI — Nisource Inc.

CIK 1723397 STAMFORD, CT

Position in NI

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$1,514,229

+$1,154,714 QoQ

Shares Held

31,845

+313.3% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#354

of 906 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Steward Partners Investment Advisory, LLC holds $7,671,155 across 12 Utilities - Regulated Gas names. NI ranks #3 (19.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UGI	Ugi Corp /Pa/	64,828	$2,239,159
2	NJR	New Jersey Resources Corp	30,981	$1,736,175
3	NI	Nisource Inc. This page	31,845	$1,514,229
4	ATO	Atmos Energy Corp	4,278	$736,971
5	CPK	Chesapeake Utilities Corp	3,949	$483,673
6	BIPC	Brookfield Infrastructure Corp	9,551	$367,713
7	MDU	Mdu Resources Group Inc	11,680	$247,732
8	SPH	Suburban Propane Partners LP	7,476	$127,839

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,514,229	31,845	+313.3%	Shares	Sole	2026-08-13
2026-03-31	$359,515	7,705	+13.9%	Shares	Sole	2026-05-08
2025-12-31	$282,548	6,766	+4.7%	Shares	Sole	2026-02-12
2025-09-30	$279,761	6,461	+98.2%	Shares	Sole	2025-11-12
2025-06-30	$131,508	3,260	+16.4%	Shares	Sole	2025-08-12
2025-03-31	$112,292	2,801	+13.8%	Shares	Sole	2025-05-13
2024-12-31	$90,466	2,461	-1.7%	Shares	Sole	2025-02-06
2024-09-30	$86,728	2,503	-25.8%	Shares	Sole	2024-11-14
2024-06-30	$97,204	3,374	+7.1%	Shares	Sole	2024-08-08
2024-03-31	$87,101	3,149	+77.4%	Shares	Sole	2024-05-15
2023-12-31	$47,126	1,775	-34.0%	Shares	Sole	2024-02-12
2023-09-30	$66,413	2,691	+4.6%	Shares	Sole	2023-11-13
2023-06-30	$70,344	2,572	+36.4%	Shares	Sole	2023-08-14
2023-03-31	$52,704	1,885	+9.8%	Shares	Sole	2023-05-15
2022-12-31	$47,052	1,716	+6.7%	Shares	Sole	2023-02-15
2022-09-30	$40,530	1,609	-0.1%	Shares	Sole	2022-11-10
2022-06-30	$47,478	1,610	+0.1%	Shares	Sole	2022-08-04
2022-03-31	$51,166	1,609	0.0%	Shares	Sole	2022-05-02
2021-12-31	$44,424	1,609	0.0%	Shares	Sole	2022-02-08
2021-09-30	$38,986	1,609	+2.0%	Shares	Sole	2021-11-12
2021-06-30	$38,636	1,577	-3.1%	Shares	Sole	2021-08-13
2021-03-31	$39,226	1,627	-17.0%	Shares	Sole	2021-05-14
2020-12-31	$44,985	1,961	-8.7%	Shares	Sole	2021-02-11
2020-09-30	$47,256	2,148	+9.5%	Shares	Sole	2020-10-30
2020-06-30	$44,593	1,961	+10.6%	Shares	Sole	2020-08-06
2020-03-31	$44,271	1,773	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.