Position in NI
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$21,873
+$19,074 QoQ
Shares Held
460
+666.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#757
of 906 holders
Holding Since
Dec 2024
7 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, 2026VSM Wealth Advisory, LLC holds $29,573 across 2 Utilities - Regulated Gas names. NI ranks #1 (74.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NI |
Nisource Inc.
This page
|
460 | $21,873 | |
| 2 | BIPC |
Brookfield Infrastructure Corp
|
200 | $7,700 |
All Filings in NI
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $21,873 | 460 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $2,799 | 60 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $19,209 | 460 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $19,918 | 460 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $18,556 | 460 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $18,441 | 460 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $16,909 | 460 | Shares | Sole | 2025-02-11 | |
| No filing history on record for this holder in this stock. | ||||||