Position in NI
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$469,366
+$9,952 QoQ
Shares Held
9,871
+0.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#508
of 906 holders
Holding Since
Dec 2022
14 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, 2026Pathway Financial Advisers, LLC holds $796,770 across 2 Utilities - Regulated Gas names. NI ranks #1 (58.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NI |
Nisource Inc.
This page
|
9,871 | $469,366 | |
| 2 | BIPC |
Brookfield Infrastructure Corp
|
8,504 | $327,404 |
All Filings in NI
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $469,366 | 9,871 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $459,414 | 9,846 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $400,227 | 9,584 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $414,294 | 9,568 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $519,619 | 12,881 | Shares | Sole | 2025-08-21 | |
| 2025-03-31 | $514,915 | 12,844 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $801,956 | 21,816 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $753,291 | 21,740 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $575,865 | 19,989 | Shares | Sole | 2024-08-20 | |
| 2024-03-31 | $530,933 | 19,195 | Shares | Sole | 2024-05-29 | |
| 2023-12-31 | $444,712 | 16,750 | Shares | Sole | 2024-07-19 | |
| 2023-09-30 | $357,624 | 14,491 | Shares | Sole | 2024-07-19 | |
| 2023-03-31 | $270,842 | 9,687 | Shares | Sole | 2024-07-19 | |
| 2022-12-31 | $79,790 | 2,910 | Shares | Sole | 2024-07-19 | |
| No filing history on record for this holder in this stock. | ||||||