Crewe Advisors LLC

Position in NI — Nisource Inc.

CIK 1730033 SALT LAKE CITY, UT

Position in NI

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

Position Value

$28,957

+$542 QoQ

Shares Held

609

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#735

of 906 holders

Holding Since

Jun 2022

16 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Crewe Advisors LLC holds $284,330 across 5 Utilities - Regulated Gas names. NI ranks #2 (10.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BKH	Black Hills Corp /Sd/	3,166	$235,550
2	NI	Nisource Inc. This page	609	$28,957
3	BIPC	Brookfield Infrastructure Corp	237	$9,124
4	CTRI	Centuri Holdings, Inc.	200	$6,048
5	ATO	Atmos Energy Corp	27	$4,651

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$28,957	609	0.0%	Shares	Sole	2026-07-24
2026-03-31	$28,415	609	0.0%	Shares	Sole	2026-05-07
2025-12-31	$25,431	609	0.0%	Shares	Sole	2026-01-16
2025-09-30	$26,369	609	-4.7%	Shares	Sole	2025-11-13
2025-06-30	$25,777	639	+90.7%	Shares	Sole	2025-07-30
2025-03-31	$13,430	335	0.0%	Shares	Sole	2025-04-23
2024-12-31	$12,314	335	-70.1%	Shares	Sole	2025-01-27
2024-09-30	$38,877	1,122	0.0%	Shares	Sole	2024-11-12
2024-06-30	$32,324	1,122	0.0%	Shares	Sole	2024-07-29
2024-03-31	$31,034	1,122	+234.9%	Shares	Sole	2024-05-14
2023-09-30	$8,267	335	0.0%	Shares	Sole	2023-11-09
2023-06-30	$9,162	335	0.0%	Shares	Sole	2023-07-28
2023-03-31	$9,366	335	-27.8%	Shares	Sole	2023-05-12
2022-12-31	$12,722	464	-12.0%	Shares	Sole	2023-02-08
2022-09-30	$13,275	527	+308.5%	Shares	Sole	2022-11-14
2022-06-30	$3,804	129	—	Shares	Sole	2022-08-02
No filing history on record for this holder in this stock.