Position in NI
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$2,344,785
+$12,345 QoQ
Shares Held
49,312
-1.4% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#310
of 906 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in NI Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Jun 30, 2026Marks Group Wealth Management, Inc holds $2,776,293 across 2 Utilities - Regulated Gas names. NI ranks #1 (84.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NI |
Nisource Inc.
This page
|
49,312 | $2,344,785 | |
| 2 | BIPC |
Brookfield Infrastructure Corp
|
11,208 | $431,508 |
All Filings in NI
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,344,785 | 49,312 | Shares | Other | 2026-07-28 | |
| 2026-03-31 | $2,332,440 | 49,988 | Shares | Other | 2026-05-05 | |
| 2025-12-31 | $1,820,986 | 43,606 | Shares | Other | 2026-02-11 | |
| No filing history on record for this holder in this stock. | ||||||