Position in NI
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$373,457
+$20,941 QoQ
Shares Held
7,854
+4.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#538
of 906 holders
Holding Since
Dec 2024
7 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, 2026NewEdge Wealth, LLC holds $4,478,705 across 3 Utilities - Regulated Gas names. NI ranks #3 (8.3% of the industry book) .
All Filings in NI
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $373,457 | 7,854 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $352,516 | 7,555 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $433,677 | 10,385 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $334,405 | 7,723 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $294,966 | 7,312 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $290,411 | 7,244 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $307,313 | 8,360 | Shares | Sole | 2025-02-05 | |
| No filing history on record for this holder in this stock. | ||||||