Pathstone Holdings, LLC

Position in NI — Nisource Inc.

CIK 2011612 ENGLEWOOD, NJ

Position in NI

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$2,002,710

+$185,071 QoQ

Shares Held

42,118

+8.1% QoQ

Ownership

0.009%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#325

of 906 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 55% Shared 1% None 44%

Utilities · as of Jun 30, 2026

Pathstone Holdings, LLC holds $17,950,261 across 11 Utilities - Regulated Gas names. NI ranks #4 (11.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ATO	Atmos Energy Corp	23,065	$3,973,406
2	SWX	Southwest Gas Holdings, Inc.	30,174	$2,675,829
3	OGS	ONE Gas, Inc.	28,042	$2,161,196
4	NI	Nisource Inc. This page	42,118	$2,002,710
5	UGI	Ugi Corp /Pa/	53,901	$1,861,740
6	CPK	Chesapeake Utilities Corp	11,083	$1,357,445
7	BKH	Black Hills Corp /Sd/	17,691	$1,316,210
8	SPH	Suburban Propane Partners LP	51,854	$886,703

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,002,710	42,118	+8.1%	Shares	Sole	2026-08-13
2026-03-31	$1,817,639	38,955	+1.3%	Shares	Defined	2026-05-11
2025-12-31	$1,605,253	38,440	+1.6%	Shares	Other	2026-02-13
2025-09-30	$1,637,908	37,827	+3.0%	Shares	Defined	2025-11-13
2025-06-30	$1,481,768	36,732	+4.6%	Shares	Defined	2025-08-12
2025-03-31	$1,407,559	35,110	+3.2%	Shares	Sole	2025-05-15
2024-12-31	$1,250,427	34,016	+4.3%	Shares	Sole	2025-02-14
2024-09-30	$1,130,039	32,613	-1.0%	Shares	Sole	2024-11-07
2024-06-30	$948,742	32,931	+11.6%	Shares	Sole	2024-08-14
2024-03-31	$816,218	29,509	+11.9%	Shares	Sole	2024-05-13
2023-12-31	$700,149	26,371	—	Shares	Sole	2024-02-14
No filing history on record for this holder in this stock.