Position in NI
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$1,686,359
+$1,373,411 QoQ
Shares Held
35,465
+428.8% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#341
of 906 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NI Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Jun 30, 2026J. Safra Sarasin Holding AG holds $3,310,003 across 2 Utilities - Regulated Gas names. NI ranks #1 (50.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NI |
Nisource Inc.
This page
|
35,465 | $1,686,359 | |
| 2 | ATO |
Atmos Energy Corp
|
9,425 | $1,623,644 |
All Filings in NI
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,686,359 | 35,465 | Shares | Defined | 2026-07-31 | |
| 2026-03-31 | $312,948 | 6,707 | Shares | Defined | 2026-05-04 | |
| 2025-12-31 | $2,602,190 | 62,313 | Shares | Defined | 2026-01-15 | |
| 2025-09-30 | $2,779,686 | 64,196 | Shares | Defined | 2025-11-03 | |
| 2025-06-30 | $2,725,248 | 67,557 | Shares | Defined | 2025-07-21 | |
| 2025-03-31 | $2,902,033 | 72,388 | Shares | Defined | 2025-05-09 | |
| 2024-12-31 | $2,705,020 | 73,586 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $2,739,740 | 79,069 | Shares | Defined | 2024-11-12 | |
| No filing history on record for this holder in this stock. | ||||||