Position in NI
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$3,942,132
+$60,300 QoQ
Shares Held
82,905
-0.3% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#253
of 906 holders
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 26%
Shared 23%
None 51%
Common Shares in NI Over Time
Shares Held
Position Value (USD)
Derivatives in NI
reported options exposure · as of Sep 30, 2024CallValue
$0
CallShares
0
PutValue
$48,510
PutShares
1,400
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Utilities - Regulated Gas
Utilities · as of Jun 30, 2026Corient Private Wealth LLC holds $34,885,306 across 12 Utilities - Regulated Gas names. NI ranks #2 (11.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ATO |
Atmos Energy Corp
|
88,635 | $15,269,151 | |
| 2 | NI |
Nisource Inc.
This page
|
82,905 | $3,942,132 | |
| 3 | BKH |
Black Hills Corp /Sd/
|
789,711 | $3,690,556 | |
| 4 | NJR |
New Jersey Resources Corp
|
63,279 | $3,546,155 | |
| 5 | SWX |
Southwest Gas Holdings, Inc.
|
26,355 | $2,337,161 | |
| 6 | CTRI |
Centuri Holdings, Inc.
|
55,537 | $1,679,438 | |
| 7 | MDU |
Mdu Resources Group Inc
|
66,771 | $1,416,212 | |
| 8 | UGI |
Ugi Corp /Pa/
|
32,545 | $1,124,104 |
All Filings in NI
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,942,132 | 82,905 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $3,881,832 | 83,194 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $3,433,883 | 82,229 | Shares | Sole | 2026-03-09 | |
| 2025-09-30 | $3,063,213 | 70,744 | Shares | Other | 2025-11-14 | |
| 2025-03-31 | $3,164,422 | 78,933 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $2,935,836 | 79,865 | Shares | Defined | 2025-02-10 | |
| 2024-09-30 | $48,510 | 1,400 | Put | Sole | 2024-11-12 | |
| 2024-09-30 | $3,924,562 | 113,263 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $2,293,621 | 79,612 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $2,240,017 | 80,984 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $2,051,093 | 77,254 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $2,077,463 | 84,176 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $2,133,327 | 78,001 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $2,054,444 | 73,478 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $1,292,551 | 47,139 | Shares | Sole | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||