Position in NI
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,188,512
+$256,638 QoQ
Shares Held
24,995
+12.0% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#384
of 906 holders
Holding Since
Mar 2020
23 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, 2026Global Retirement Partners, LLC holds $3,041,470 across 13 Utilities - Regulated Gas names. NI ranks #1 (39.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NI |
Nisource Inc.
This page
|
24,995 | $1,188,512 | |
| 2 | ATO |
Atmos Energy Corp
|
3,547 | $611,041 | |
| 3 | UGI |
Ugi Corp /Pa/
|
9,211 | $318,147 | |
| 4 | NJR |
New Jersey Resources Corp
|
4,422 | $247,808 | |
| 5 | SWX |
Southwest Gas Holdings, Inc.
|
1,907 | $169,112 | |
| 6 | BIPC |
Brookfield Infrastructure Corp
|
4,108 | $158,158 | |
| 7 | CPK |
Chesapeake Utilities Corp
|
959 | $117,458 | |
| 8 | BKH |
Black Hills Corp /Sd/
|
752 | $55,948 |
All Filings in NI
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,188,512 | 24,995 | Shares | Sole | 2026-08-06 | |
| 2025-12-31 | $931,874 | 22,315 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $114,701 | 2,649 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $107,465 | 2,664 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $82,305 | 2,239 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $71,205 | 2,055 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $68,827 | 2,389 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $55,181 | 1,995 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $53,790 | 2,026 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $41,906 | 1,698 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $32,847 | 1,201 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $33,468 | 1,197 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $3,290 | 120 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $3,022 | 120 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $3,656 | 124 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $3,943 | 124 | Shares | Sole | 2022-07-14 | |
| 2021-09-30 | $2,665 | 110 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $2,695 | 110 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $2,652 | 110 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $11,905 | 519 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $11,506 | 523 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $11,210 | 493 | Shares | Sole | 2020-07-13 | |
| 2020-03-31 | $12,310 | 493 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||