Position in NI
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$9,129
+$684 QoQ
Shares Held
192
+6.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#799
of 906 holders
Holding Since
Sep 2021
19 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, 2026Bell Investment Advisors, Inc holds $85,597 across 11 Utilities - Regulated Gas names. NI ranks #3 (10.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SWX |
Southwest Gas Holdings, Inc.
|
313 | $27,756 | |
| 2 | ATO |
Atmos Energy Corp
|
67 | $11,542 | |
| 3 | NI |
Nisource Inc.
This page
|
192 | $9,129 | |
| 4 | OGS |
ONE Gas, Inc.
|
101 | $7,784 | |
| 5 | BIPC |
Brookfield Infrastructure Corp
|
147 | $5,659 | |
| 6 | NJR |
New Jersey Resources Corp
|
91 | $5,099 | |
| 7 | SR |
Spire Inc
|
65 | $5,075 | |
| 8 | UGI |
Ugi Corp /Pa/
|
140 | $4,835 |
All Filings in NI
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,129 | 192 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $8,445 | 181 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $7,558 | 181 | Shares | Sole | 2026-02-24 | |
| 2025-09-30 | $7,837 | 181 | Shares | Sole | 2025-11-21 | |
| 2025-06-30 | $7,301 | 181 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $7,256 | 181 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $6,653 | 181 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $6,271 | 181 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $5,733 | 199 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $5,006 | 181 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $4,301 | 162 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,862 | 116 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $2,652 | 97 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $4,781 | 171 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $3,180 | 116 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $2,468 | 98 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $2,890 | 98 | Shares | Sole | 2022-08-12 | |
| 2021-12-31 | $2,705 | 98 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,599 | 66 | Shares | Sole | 2021-11-12 | |
| No filing history on record for this holder in this stock. | ||||||