Position in NI
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,379,615
+$523,824 QoQ
Shares Held
29,014
+58.2% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#364
of 891 holders
Holding Since
Sep 2021
20 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in NI Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Jun 30, 2026Integrated Wealth Concepts LLC holds $8,410,748 across 16 Utilities - Regulated Gas names. NI ranks #3 (16.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ATO |
Atmos Energy Corp
|
16,929 | $2,916,358 | |
| 2 | UGI |
Ugi Corp /Pa/
|
48,539 | $1,676,537 | |
| 3 | NI |
Nisource Inc.
This page
|
29,014 | $1,379,615 | |
| 4 | BIPC |
Brookfield Infrastructure Corp
|
19,557 | $752,944 | |
| 5 | NJR |
New Jersey Resources Corp
|
9,536 | $534,397 | |
| 6 | BKH |
Black Hills Corp /Sd/
|
4,868 | $362,179 | |
| 7 | MDU |
Mdu Resources Group Inc
|
8,667 | $183,827 | |
| 8 | SWX |
Southwest Gas Holdings, Inc.
|
1,934 | $171,507 |
All Filings in NI
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,379,615 | 29,014 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $855,791 | 18,341 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $297,874 | 7,133 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $273,872 | 6,325 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $337,484 | 8,366 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $565,108 | 14,096 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $514,162 | 13,987 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $475,779 | 13,731 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $387,897 | 13,464 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $340,881 | 12,324 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $358,106 | 13,488 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $318,520 | 12,906 | Shares | Other | 2023-11-15 | |
| 2023-06-30 | $310,778 | 11,363 | Shares | Other | 2023-08-15 | |
| 2023-03-31 | $331,577 | 11,859 | Shares | Other | 2023-05-03 | |
| 2022-12-31 | $310,037 | 11,307 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $257,517 | 10,223 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $301,535 | 10,225 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $366,240 | 11,517 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $321,269 | 11,636 | Shares | Other | 2022-02-15 | |
| 2021-09-30 | $282,400 | 11,655 | Shares | Other | 2021-11-15 | |
| No filing history on record for this holder in this stock. | ||||||