Badgley Phelps Wealth Managers, LLC

Position in NI — Nisource Inc.

CIK 1895362 SEATTLE, WA

Position in NI

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$29,623,887

+$410,108 QoQ

Shares Held

623,005

-0.5% QoQ

Ownership

0.130%

of shares outstanding

% of Portfolio

0.80%

of 13F equity value

Holder Rank

#98

of 909 holders

Holding Since

Jun 2022

17 quarters on record

Voting authority Sole 97% Shared 0% None 3%

Utilities · as of Jun 30, 2026

Badgley Phelps Wealth Managers, LLC holds $29,623,887 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	623,005	$29,623,887

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$29,623,887	623,005	-0.5%	Shares	Sole	2026-07-31
2026-03-31	$29,213,779	626,099	+5.6%	Shares	Sole	2026-04-15
2025-12-31	$24,762,844	592,980	+3.4%	Shares	Sole	2026-01-28
2025-09-30	$24,826,704	573,365	+0.7%	Shares	Sole	2025-11-04
2025-06-30	$22,959,349	569,146	+2.4%	Shares	Sole	2025-07-16
2025-03-31	$22,283,425	555,835	+1.2%	Shares	Sole	2025-04-30
2024-12-31	$20,182,489	549,034	+3.2%	Shares	Sole	2025-02-11
2024-09-30	$18,434,596	532,023	+3.9%	Shares	Sole	2024-10-18
2024-06-30	$14,748,962	511,939	+4.5%	Shares	Sole	2024-08-14
2024-03-31	$13,556,386	490,108	+33.7%	Shares	Sole	2024-05-15
2023-12-31	$9,733,601	366,614	-18.7%	Shares	Sole	2024-02-14
2023-09-30	$11,123,818	450,722	+8.9%	Shares	Sole	2023-11-02
2023-06-30	$11,317,703	413,810	+3.0%	Shares	Sole	2023-08-15
2023-03-31	$11,228,959	401,608	+15.3%	Shares	Sole	2023-04-28
2022-12-31	$9,549,947	348,284	-17.0%	Shares	Sole	2023-01-27
2022-09-30	$10,565,592	419,436	+9.2%	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.