Position in NI
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$111,076
+$2,079 QoQ
Shares Held
2,336
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#668
of 906 holders
Holding Since
Dec 2023
11 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, 2026Smartleaf Asset Management LLC holds $1,051,188 across 13 Utilities - Regulated Gas names. NI ranks #3 (10.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ATO |
Atmos Energy Corp
|
2,244 | $386,573 | |
| 2 | UGI |
Ugi Corp /Pa/
|
6,560 | $226,582 | |
| 3 | NI |
Nisource Inc.
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|
2,336 | $111,076 | |
| 4 | BKH |
Black Hills Corp /Sd/
|
990 | $73,656 | |
| 5 | CPK |
Chesapeake Utilities Corp
|
581 | $71,160 | |
| 6 | NJR |
New Jersey Resources Corp
|
1,196 | $67,023 | |
| 7 | SR |
Spire Inc
|
603 | $47,088 | |
| 8 | OGS |
ONE Gas, Inc.
|
395 | $30,442 |
All Filings in NI
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $111,076 | 2,336 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $108,997 | 2,336 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $105,318 | 2,522 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $103,183 | 2,383 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $98,873 | 2,451 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $93,129 | 2,323 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $83,555 | 2,273 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $37,352 | 1,078 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $9,276 | 322 | Shares | Sole | 2024-10-08 | |
| 2024-03-31 | $4,508 | 163 | Shares | Sole | 2024-10-07 | |
| 2023-12-31 | $477 | 18 | Shares | Sole | 2024-02-12 | |
| No filing history on record for this holder in this stock. | ||||||