Gen-Wealth Partners Inc

Position in NI — Nisource Inc.

CIK 2023375 ZEELAND, MI

Position in NI

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$51,734

+$968 QoQ

Shares Held

1,088

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#698

of 906 holders

Holding Since

Mar 2024

10 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Gen-Wealth Partners Inc holds $479,075 across 5 Utilities - Regulated Gas names. NI ranks #2 (10.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ATO	Atmos Energy Corp	2,184	$376,237
2	NI	Nisource Inc. This page	1,088	$51,734
3	BKH	Black Hills Corp /Sd/	639	$47,541
4	MDU	Mdu Resources Group Inc	99	$2,099
5	OGS	ONE Gas, Inc.	19	$1,464

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$51,734	1,088	0.0%	Shares	Sole	2026-08-10
2026-03-31	$50,766	1,088	+8.9%	Shares	Sole	2026-05-08
2025-12-31	$41,718	999	-10.7%	Shares	Sole	2026-02-13
2025-09-30	$48,452	1,119	0.0%	Shares	Sole	2025-11-14
2025-06-30	$45,140	1,119	+1.4%	Shares	Sole	2025-08-14
2025-03-31	$44,259	1,104	-21.1%	Shares	Sole	2025-05-13
2024-12-31	$51,427	1,399	-45.1%	Shares	Sole	2025-02-14
2024-09-30	$88,322	2,549	-20.8%	Shares	Sole	2024-11-13
2024-06-30	$92,710	3,218	-53.2%	Shares	Sole	2024-08-13
2024-03-31	$190,217	6,877	—	Shares	Sole	2024-05-15
No filing history on record for this holder in this stock.