Position in NI
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$621,526
+$14,527 QoQ
Shares Held
13,071
+0.5% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#469
of 909 holders
Holding Since
Dec 2024
7 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, 2026Callan Family Office, LLC holds $2,223,687 across 3 Utilities - Regulated Gas names. NI ranks #2 (28.0% of the industry book) .
All Filings in NI
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $621,526 | 13,071 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $606,999 | 13,009 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $550,104 | 13,173 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $417,671 | 9,646 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $438,536 | 10,871 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $307,209 | 7,663 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $277,795 | 7,557 | Shares | Sole | 2025-02-07 | |
| No filing history on record for this holder in this stock. | ||||||