Position in NI
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$12,172
+$7,740 QoQ
Shares Held
256
+169.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#786
of 906 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in NI Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Jun 30, 2026True Wealth Design, LLC holds $193,488 across 12 Utilities - Regulated Gas names. NI ranks #7 (6.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UGI |
Ugi Corp /Pa/
|
1,337 | $46,179 | |
| 2 | ATO |
Atmos Energy Corp
|
241 | $41,517 | |
| 3 | OGS |
ONE Gas, Inc.
|
373 | $28,747 | |
| 4 | BKH |
Black Hills Corp /Sd/
|
353 | $26,263 | |
| 5 | SWX |
Southwest Gas Holdings, Inc.
|
191 | $16,937 | |
| 6 | NJR |
New Jersey Resources Corp
|
227 | $12,721 | |
| 7 | NI |
Nisource Inc.
This page
|
256 | $12,172 | |
| 8 | CTRI |
Centuri Holdings, Inc.
|
145 | $4,384 |
All Filings in NI
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,172 | 256 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $4,432 | 95 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $4,301 | 103 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $4,719 | 109 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $5,163 | 128 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $4,610 | 115 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $955 | 26 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $796 | 23 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $576 | 20 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $470 | 17 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $265 | 10 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $246 | 10 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $273 | 10 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,398 | 50 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $274 | 10 | Shares | Sole | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||