Smallwood Wealth Investment Management, LLC

Position in NI — Nisource Inc.

CIK 1921304 RED BANK, NJ

Position in NI

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$23,775

+$445 QoQ

Shares Held

500

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#752

of 909 holders

Holding Since

Mar 2025

6 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Smallwood Wealth Investment Management, LLC holds $620,607 across 3 Utilities - Regulated Gas names. NI ranks #2 (3.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NJR	New Jersey Resources Corp	10,646	$596,601
2	NI	Nisource Inc. This page	500	$23,775
3	BIPC	Brookfield Infrastructure Corp	6	$231

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$23,775	500	0.0%	Shares	Sole	2026-07-23
2026-03-31	$23,330	500	0.0%	Shares	Sole	2026-04-22
2025-12-31	$20,880	500	0.0%	Shares	Sole	2026-01-23
2025-09-30	$21,650	500	0.0%	Shares	Sole	2025-10-17
2025-06-30	$20,170	500	0.0%	Shares	Sole	2025-10-03
2025-03-31	$20,045	500	—	Shares	Sole	2025-04-25
No filing history on record for this holder in this stock.