Position in NI
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$900,447
+$667,055 QoQ
Shares Held
18,937
+278.6% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#71
of 263 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NI Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Jun 30, 2026Ascentis Wealth Management, LLC holds $2,161,620 across 2 Utilities - Regulated Gas names. NI ranks #2 (41.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ATO |
Atmos Energy Corp
|
7,321 | $1,261,173 | |
| 2 | NI |
Nisource Inc.
This page
|
18,937 | $900,447 |
All Filings in NI
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $900,447 | 18,937 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $233,392 | 5,002 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $165,232 | 3,957 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $170,981 | 3,949 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $87,695 | 2,174 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $91,320 | 2,278 | Shares | Sole | 2025-04-21 | |
| No filing history on record for this holder in this stock. | ||||||