Position in NI
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$3,518
+$3,517 QoQ
Shares Held
74
+146.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#842
of 909 holders
Holding Since
Mar 2023
11 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, 2026Avion Wealth holds $15,467 across 7 Utilities - Regulated Gas names. NI ranks #2 (22.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ATO |
Atmos Energy Corp
|
48 | $8,268 | |
| 2 | NI |
Nisource Inc.
This page
|
74 | $3,518 | |
| 3 | BKH |
Black Hills Corp /Sd/
|
20 | $1,488 | |
| 4 | BIPC |
Brookfield Infrastructure Corp
|
19 | $731 | |
| 5 | NWN |
Northwest Natural Holding Co
|
10 | $490 | |
| 6 | CPK |
Chesapeake Utilities Corp
|
4 | $489 | |
| 7 | UGI |
Ugi Corp /Pa/
|
14 | $483 |
All Filings in NI
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,518 | 74 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $1 | 30 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $1 | 30 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $1 | 32 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $1 | 32 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $1 | 32 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $1 | 32 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $623 | 18 | Shares | Sole | 2024-10-18 | |
| 2023-09-30 | $913 | 37 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $492 | 18 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $503 | 18 | Shares | Sole | 2023-05-05 | |
| No filing history on record for this holder in this stock. | ||||||