Position in NI
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$285,300
+$5,340 QoQ
Shares Held
6,000
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#580
of 906 holders
Holding Since
Mar 2023
14 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, 2026Avalon Trust Co holds $8,277,592 across 2 Utilities - Regulated Gas names. NI ranks #2 (3.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BIPC |
Brookfield Infrastructure Corp
|
207,592 | $7,992,292 | |
| 2 | NI |
Nisource Inc.
This page
|
6,000 | $285,300 |
All Filings in NI
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $285,300 | 6,000 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $279,960 | 6,000 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $167,040 | 4,000 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $173,200 | 4,000 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $161,360 | 4,000 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $160,360 | 4,000 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $147,040 | 4,000 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $138,600 | 4,000 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $144,050 | 5,000 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $138,300 | 5,000 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $132,750 | 5,000 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $123,400 | 5,000 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $136,750 | 5,000 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $139,800 | 5,000 | Shares | Sole | 2023-05-11 | |
| No filing history on record for this holder in this stock. | ||||||