Position in NI
as of Mar 31, 2026
· filed Apr 15, 2026
Position Value
$29,213,779
+$4,450,935 QoQ
Shares Held
626,099
+5.6% QoQ
Ownership
0.131%
of shares outstanding
% of Portfolio
0.91%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2022
16 quarters on record
Voting authority
Sole 97.32965553370953.ToString("F0")%
Shared 0.ToString("F0")%
None 2.6703444662904747.ToString("F0")%
Common Shares in NI Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Mar 31, 2026Badgley Phelps Wealth Managers, LLC holds $29,213,779 across 1 Utilities - Regulated Gas name. NI ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NI |
Nisource Inc.
This page
|
626,099 | $29,213,779 |
All Filings in NI
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $29,213,779 | 626,099 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $24,762,844 | 592,980 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $24,826,704 | 573,365 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $22,959,349 | 569,146 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $22,283,425 | 555,835 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $20,182,489 | 549,034 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $18,434,596 | 532,023 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $14,748,962 | 511,939 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $13,556,386 | 490,108 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $9,733,601 | 366,614 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $11,123,818 | 450,722 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $11,317,703 | 413,810 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $11,228,959 | 401,608 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $9,549,947 | 348,284 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $10,565,592 | 419,436 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $11,322,479 | 383,943 | Shares | Sole | 2022-08-01 | |
| No filing history on record for this holder in this stock. | ||||||