Position in NI
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$201,374
+$270 QoQ
Shares Held
4,235
-1.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#652
of 906 holders
Holding Since
Dec 2025
3 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, 2026SHP Wealth Management holds $294,754 across 12 Utilities - Regulated Gas names. NI ranks #1 (68.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NI |
Nisource Inc.
This page
|
4,235 | $201,374 | |
| 2 | SR |
Spire Inc
|
434 | $33,891 | |
| 3 | NJR |
New Jersey Resources Corp
|
470 | $26,338 | |
| 4 | ATO |
Atmos Energy Corp
|
115 | $19,811 | |
| 5 | NWN |
Northwest Natural Holding Co
|
100 | $4,906 | |
| 6 | CPK |
Chesapeake Utilities Corp
|
35 | $4,286 | |
| 7 | SPH |
Suburban Propane Partners LP
|
100 | $1,710 | |
| 8 | UGI |
Ugi Corp /Pa/
|
24 | $828 |
All Filings in NI
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $201,374 | 4,235 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $201,104 | 4,310 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $177,897 | 4,260 | Shares | Sole | 2026-03-04 | |
| No filing history on record for this holder in this stock. | ||||||