Position in NI
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$27,816
+$520 QoQ
Shares Held
585
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#737
of 906 holders
Holding Since
Mar 2021
12 quarters on record
Common Shares in NI Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Jun 30, 2026Spire Wealth Management holds $447,397 across 7 Utilities - Regulated Gas names. NI ranks #3 (6.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ATO |
Atmos Energy Corp
|
2,104 | $362,455 | |
| 2 | SPH |
Suburban Propane Partners LP
|
2,389 | $40,851 | |
| 3 | NI |
Nisource Inc.
This page
|
585 | $27,816 | |
| 4 | BIPC |
Brookfield Infrastructure Corp
|
186 | $7,161 | |
| 5 | OGS |
ONE Gas, Inc.
|
86 | $6,628 | |
| 6 | UGI |
Ugi Corp /Pa/
|
44 | $1,519 | |
| 7 | BKH |
Black Hills Corp /Sd/
|
13 | $967 |
All Filings in NI
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $27,816 | 585 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $27,296 | 585 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $24,429 | 585 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $25,330 | 585 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $27,632 | 685 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $38,646 | 964 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $38,781 | 1,055 | Shares | Sole | 2025-01-24 | |
| 2022-03-31 | $34,407 | 1,082 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $468,127 | 16,955 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $91,201 | 3,764 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $92,218 | 3,764 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $374,862 | 15,548 | Shares | Sole | 2021-05-21 | |
| No filing history on record for this holder in this stock. | ||||||