Position in NI
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$274,791
+$18,488 QoQ
Shares Held
5,779
+5.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.40%
of 13F equity value
Holder Rank
#587
of 906 holders
Holding Since
Mar 2026
2 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, 2026BankPlus Wealth Management LLC holds $590,529 across 2 Utilities - Regulated Gas names. NI ranks #2 (46.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BIPC |
Brookfield Infrastructure Corp
|
8,201 | $315,738 | |
| 2 | NI |
Nisource Inc.
This page
|
5,779 | $274,791 |
All Filings in NI
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $274,791 | 5,779 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $256,303 | 5,493 | Shares | Sole | 2026-04-22 | |
| No filing history on record for this holder in this stock. | ||||||