BARTLETT & CO. WEALTH MANAGEMENT LLC

Position in NI — Nisource Inc.

CIK 2010186 CINCINNATI, OH

Position in NI

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$78,885

+$67,734 QoQ

Shares Held

1,659

+594.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#677

of 906 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

BARTLETT & CO. WEALTH MANAGEMENT LLC holds $795,906 across 5 Utilities - Regulated Gas names. NI ranks #3 (9.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ATO	Atmos Energy Corp	3,105	$534,898
2	MDU	Mdu Resources Group Inc	5,515	$116,973
3	NI	Nisource Inc. This page	1,659	$78,885
4	BKH	Black Hills Corp /Sd/	800	$59,520
5	UGI	Ugi Corp /Pa/	163	$5,630

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$78,885	1,659	+594.1%	Shares	Sole	2026-07-24
2026-03-31	$11,151	239	+4.8%	Shares	Sole	2026-05-06
2025-12-31	$9,521	228	+94.9%	Shares	Sole	2026-01-22
2025-09-30	$5,066	117	0.0%	Shares	Sole	2025-10-09
2025-06-30	$4,719	117	0.0%	Shares	Sole	2025-07-18
2025-03-31	$4,690	117	+2.6%	Shares	Sole	2025-04-24
2024-12-31	$4,190	114	-61.2%	Shares	Sole	2025-01-17
2024-09-30	$10,187	294	0.0%	Shares	Sole	2024-10-17
2024-06-30	$8,470	294	0.0%	Shares	Sole	2024-07-12
2024-03-31	$8,132	294	-31.5%	Shares	Sole	2024-05-09
2023-12-31	$11,389	429	-80.8%	Shares	Sole	2024-02-14
2023-09-30	$55,011	2,229	0.0%	Shares	Sole	2024-02-14
2023-06-30	$60,963	2,229	+31.6%	Shares	Sole	2024-02-14
2023-03-31	$47,364	1,694	0.0%	Shares	Sole	2024-02-14
2022-12-31	$46,449	1,694	0.0%	Shares	Sole	2024-02-14
2022-09-30	$42,671	1,694	0.0%	Shares	Sole	2024-02-14
2022-06-30	$49,956	1,694	0.0%	Shares	Sole	2024-02-14
2022-03-31	$53,869	1,694	-2.4%	Shares	Sole	2024-02-14
2021-09-30	$42,063	1,736	+2.5%	Shares	Sole	2024-02-14
2021-06-30	$41,503	1,694	0.0%	Shares	Sole	2024-02-14
2021-03-31	$40,842	1,694	0.0%	Shares	Sole	2024-02-14
2020-12-31	$38,860	1,694	+7.2%	Shares	Sole	2024-02-13
2020-09-30	$34,760	1,580	0.0%	Shares	Sole	2024-02-13
2020-06-30	$35,929	1,580	0.0%	Shares	Sole	2024-02-13
2020-03-31	$39,452	1,580	—	Shares	Sole	2024-02-13
No filing history on record for this holder in this stock.