Position in NI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$410,972
+$41,332 QoQ
Shares Held
8,643
+9.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#521
of 906 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 11%
Shared 0%
None 89%
Common Shares in NI Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Jun 30, 2026Modern Wealth Management, LLC holds $1,549,514 across 4 Utilities - Regulated Gas names. NI ranks #2 (26.5% of the industry book) .
All Filings in NI
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $410,972 | 8,643 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $369,640 | 7,922 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $313,156 | 7,499 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $327,260 | 7,558 | Shares | Other | 2025-11-12 | |
| 2025-06-30 | $302,629 | 7,502 | Shares | Other | 2025-11-12 | |
| 2025-03-31 | $298,669 | 7,450 | Shares | Other | 2025-06-02 | |
| 2024-12-31 | $282,647 | 7,689 | Shares | Other | 2025-05-30 | |
| 2024-09-30 | $255,023 | 7,360 | Shares | Other | 2025-05-30 | |
| 2024-06-30 | $211,579 | 7,344 | Shares | Other | 2025-05-29 | |
| No filing history on record for this holder in this stock. | ||||||