Geneos Wealth Management Inc.

Position in NI — Nisource Inc.

CIK 1764754 ENGLEWOOD, CO

Position in NI

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$60,055

+$1,124 QoQ

Shares Held

1,263

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#689

of 906 holders

Holding Since

Mar 2020

15 quarters on record

Utilities · as of Jun 30, 2026

Geneos Wealth Management Inc. holds $738,451 across 8 Utilities - Regulated Gas names. NI ranks #6 (8.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	OGS	ONE Gas, Inc.	3,597	$277,220
2	ATO	Atmos Energy Corp	682	$117,488
3	SPH	Suburban Propane Partners LP	4,750	$81,225
4	NWN	Northwest Natural Holding Co	1,492	$73,197
5	BKH	Black Hills Corp /Sd/	962	$71,572
6	NI	Nisource Inc. This page	1,263	$60,055
7	RGCO	Rgc Resources Inc	1,602	$38,287
8	MDU	Mdu Resources Group Inc	915	$19,407

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$60,055	1,263	0.0%	Shares	Sole	2026-08-06
2026-03-31	$58,931	1,263	0.0%	Shares	Sole	2026-05-05
2025-12-31	$52,742	1,263	0.0%	Shares	Sole	2026-01-28
2025-09-30	$54,687	1,263	-84.6%	Shares	Sole	2025-10-22
2025-06-30	$329,981	8,180	-37.4%	Shares	Sole	2025-08-18
2025-03-31	$524,096	13,073	+95.0%	Shares	Sole	2025-05-08
2024-12-31	$246,439	6,704	+538.5%	Shares	Sole	2025-01-21
2021-12-31	$28,990	1,050	0.0%	Shares	Sole	2022-02-09
2021-09-30	$25,441	1,050	0.0%	Shares	Sole	2021-11-09
2021-06-30	$25,725	1,050	-84.8%	Shares	Sole	2021-07-08
2021-03-31	$167,058	6,929	+189.4%	Shares	Sole	2021-06-17
2020-12-31	$54,918	2,394	+54.5%	Shares	Sole	2021-05-19
2020-09-30	$34,100	1,550	-11.4%	Shares	Sole	2021-09-07
2020-06-30	$39,795	1,750	0.0%	Shares	Sole	2021-09-07
2020-03-31	$43,697	1,750	—	Shares	Sole	2021-09-07
No filing history on record for this holder in this stock.