True Wealth Design, LLC

Position in NI — Nisource Inc.

CIK 1966033 AKRON, OH

Position in NI

as of Mar 31, 2026 · filed Apr 13, 2026 Compact

Position Value

$4,432

+$131 QoQ

Shares Held

-7.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2022

14 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Utilities · as of Mar 31, 2026

True Wealth Design, LLC holds $85,010 across 12 Utilities - Regulated Gas names. NI ranks #8 (5.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UGI	Ugi Corp /Pa/	561	$20,431
2	ATO	Atmos Energy Corp	101	$18,656
3	SWX	Southwest Gas Holdings, Inc.	148	$12,861
4	OGS	ONE Gas, Inc.	124	$10,680
5	BKH	Black Hills Corp /Sd/	94	$6,524
6	BIPC	Brookfield Infrastructure Corp	128	$5,058
7	CTRI	Centuri Holdings, Inc.	160	$4,673
8	NI	Nisource Inc. This page	95	$4,432

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$4,432	95	-7.8%	Shares	Sole	2026-04-13
2025-12-31	$4,301	103	-5.5%	Shares	Sole	2026-01-08
2025-09-30	$4,719	109	-14.8%	Shares	Sole	2025-10-21
2025-06-30	$5,163	128	+11.3%	Shares	Sole	2025-08-06
2025-03-31	$4,610	115	+342.3%	Shares	Sole	2025-05-13
2024-12-31	$955	26	+13.0%	Shares	Sole	2025-02-14
2024-09-30	$796	23	+15.0%	Shares	Sole	2024-11-14
2024-06-30	$576	20	+17.6%	Shares	Sole	2024-08-14
2024-03-31	$470	17	+70.0%	Shares	Sole	2024-05-14
2023-12-31	$265	10	0.0%	Shares	Sole	2024-02-14
2023-09-30	$246	10	0.0%	Shares	Sole	2023-11-13
2023-06-30	$273	10	-80.0%	Shares	Sole	2023-08-14
2023-03-31	$1,398	50	+400.0%	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.