ELEVATION POINT WEALTH PARTNERS, LLC

Position in NI — Nisource Inc.

CIK 1744349 DENVER, CO

Position in NI

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

Position Value

$818,335

+$10,791 QoQ

Shares Held

17,210

-0.6% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#425

of 906 holders

Holding Since

Jun 2025

5 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

ELEVATION POINT WEALTH PARTNERS, LLC holds $2,451,966 across 4 Utilities - Regulated Gas names. NI ranks #2 (33.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ATO	Atmos Energy Corp	4,837	$833,269
2	NI	Nisource Inc. This page	17,210	$818,335
3	BKH	Black Hills Corp /Sd/	5,455	$405,852
4	SR	Spire Inc	5,052	$394,510

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$818,335	17,210	-0.6%	Shares	Sole	2026-08-12
2026-03-31	$807,544	17,307	+15.1%	Shares	Sole	2026-04-27
2025-12-31	$627,903	15,036	-2.7%	Shares	Sole	2026-02-12
2025-09-30	$668,898	15,448	+20226.3%	Shares	Sole	2025-11-14
2025-06-30	$3,065	76	—	Shares	Sole	2026-02-03
No filing history on record for this holder in this stock.