Position in NI
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$331,100,866
-$68,478,242 QoQ
Shares Held
6,963,215
-18.7% QoQ
Ownership
1.45%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#12
of 906 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 92%
Shared 0%
None 8%
Common Shares in NI Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Jun 30, 2026JPMORGAN CHASE & CO holds $729,996,401 across 16 Utilities - Regulated Gas names. NI ranks #1 (45.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NI |
Nisource Inc.
This page
|
6,963,215 | $331,100,866 | |
| 2 | ATO |
Atmos Energy Corp
|
560,812 | $96,611,075 | |
| 3 | NJR |
New Jersey Resources Corp
|
1,062,877 | $59,563,624 | |
| 4 | SWX |
Southwest Gas Holdings, Inc.
|
569,101 | $50,467,873 | |
| 5 | UGI |
Ugi Corp /Pa/
|
1,248,079 | $43,108,644 | |
| 6 | OGS |
ONE Gas, Inc.
|
465,930 | $35,909,221 | |
| 7 | BKH |
Black Hills Corp /Sd/
|
421,165 | $31,334,673 | |
| 8 | SPH |
Suburban Propane Partners LP
|
1,431,306 | $24,475,332 |
All Filings in NI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $331,100,866 | 6,963,215 | Shares | Other | 2026-08-12 | |
| 2026-03-31 | $399,579,108 | 8,563,633 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $312,253,086 | 7,477,325 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $367,847,349 | 8,495,320 | Shares | Other | 2025-11-07 | |
| 2025-06-30 | $335,310,792 | 8,312,117 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $399,818,765 | 9,973,030 | Shares | Other | 2025-05-12 | |
| 2024-12-31 | $515,321,925 | 14,018,551 | Shares | Other | 2025-02-12 | |
| 2024-09-30 | $516,372,935 | 14,902,538 | Shares | Other | 2024-12-26 | |
| 2024-06-30 | $227,913,886 | 7,910,930 | Shares | Other | 2024-12-26 | |
| 2024-03-31 | $44,559,312 | 1,610,966 | Shares | Other | 2024-12-26 | |
| 2023-12-31 | $29,786,228 | 1,121,892 | Shares | Other | 2024-12-26 | |
| 2023-09-30 | $27,263,572 | 1,104,683 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $25,529,032 | 933,420 | Shares | Other | 2023-08-11 | |
| 2023-03-31 | $27,253,808 | 974,743 | Shares | Other | 2023-05-18 | |
| 2022-12-31 | $26,338,441 | 960,556 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $15,911,790 | 631,671 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $18,807,302 | 637,752 | Shares | Other | 2022-08-11 | |
| 2022-03-31 | $40,101,578 | 1,261,056 | Shares | Other | 2022-05-11 | |
| 2021-12-31 | $48,831,953 | 1,768,633 | Shares | Other | 2022-02-11 | |
| 2021-09-30 | $40,297,587 | 1,663,128 | Shares | Other | 2021-11-12 | |
| 2021-06-30 | $50,523,653 | 2,062,190 | Shares | Other | 2021-08-12 | |
| 2021-03-31 | $46,471,273 | 1,927,469 | Shares | Other | 2021-05-12 | |
| 2020-12-31 | $35,988,841 | 1,568,825 | Shares | Other | 2021-02-19 | |
| 2020-09-30 | $16,433,912 | 746,996 | Shares | Other | 2020-11-12 | |
| 2020-06-30 | $8,304,918 | 365,212 | Shares | Other | 2020-08-11 | |
| 2020-03-31 | $37,385,803 | 1,497,229 | Shares | Other | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||