Position in NI
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$973,776
+$252,040 QoQ
Shares Held
20,479
+32.4% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#408
of 906 holders
Holding Since
Sep 2023
9 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, 2026HB Wealth Management, LLC holds $5,400,449 across 10 Utilities - Regulated Gas names. NI ranks #2 (18.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ATO |
Atmos Energy Corp
|
8,024 | $1,382,294 | |
| 2 | NI |
Nisource Inc.
This page
|
20,479 | $973,776 | |
| 3 | BKH |
Black Hills Corp /Sd/
|
8,486 | $631,358 | |
| 4 | UGI |
Ugi Corp /Pa/
|
16,194 | $559,340 | |
| 5 | OGS |
ONE Gas, Inc.
|
5,841 | $450,165 | |
| 6 | NJR |
New Jersey Resources Corp
|
6,549 | $367,005 | |
| 7 | BIPC |
Brookfield Infrastructure Corp
|
8,351 | $321,513 | |
| 8 | SWX |
Southwest Gas Holdings, Inc.
|
2,878 | $255,221 |
All Filings in NI
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $973,776 | 20,479 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $721,736 | 15,468 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $592,866 | 14,197 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $607,888 | 14,039 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $533,254 | 13,219 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $538,168 | 13,424 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $329,259 | 8,957 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $245,044 | 7,072 | Shares | Sole | 2024-10-15 | |
| 2023-09-30 | $224,834 | 9,110 | Shares | Sole | 2023-10-13 | |
| No filing history on record for this holder in this stock. | ||||||