Position in NI
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$11,316
-$349 QoQ
Shares Held
238
-4.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#792
of 910 holders
Holding Since
Dec 2022
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, 2026Cornerstone Planning Group LLC holds $55,223 across 7 Utilities - Regulated Gas names. NI ranks #3 (20.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CPK |
Chesapeake Utilities Corp
|
157 | $19,229 | |
| 2 | BIPC |
Brookfield Infrastructure Corp
|
378 | $14,553 | |
| 3 | NI |
Nisource Inc.
This page
|
238 | $11,316 | |
| 4 | ATO |
Atmos Energy Corp
|
36 | $6,201 | |
| 5 | BKH |
Black Hills Corp /Sd/
|
34 | $2,529 | |
| 6 | NJR |
New Jersey Resources Corp
|
17 | $952 | |
| 7 | SWX |
Southwest Gas Holdings, Inc.
|
5 | $443 |
All Filings in NI
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,316 | 238 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $11,665 | 250 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $6,556 | 157 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $779 | 18 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $4,114 | 102 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $5,973 | 149 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $771 | 21 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $727 | 21 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $2,909 | 101 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $2,766 | 100 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $2,097 | 79 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $1,949 | 79 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $2,160 | 79 | Shares | Sole | 2023-08-15 | |
| 2022-12-31 | $2,166 | 79 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||