Position in NI
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$5,658
+$153 QoQ
Shares Held
119
+0.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#815
of 906 holders
Holding Since
Dec 2022
15 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, 2026MB, LEVIS & ASSOCIATES, LLC holds $9,522 across 2 Utilities - Regulated Gas names. NI ranks #1 (59.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NI |
Nisource Inc.
This page
|
119 | $5,658 | |
| 2 | SPH |
Suburban Propane Partners LP
|
226 | $3,864 |
All Filings in NI
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,658 | 119 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $5,505 | 118 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $4,885 | 117 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $5,022 | 116 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $4,639 | 115 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $4,610 | 115 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $4,190 | 114 | Shares | Sole | 2025-05-07 | |
| 2024-09-30 | $3,915 | 113 | Shares | Sole | 2025-05-07 | |
| 2024-06-30 | $3,226 | 112 | Shares | Sole | 2025-05-07 | |
| 2024-03-31 | $3,070 | 111 | Shares | Sole | 2025-05-07 | |
| 2023-12-31 | $2,920 | 110 | Shares | Sole | 2025-05-07 | |
| 2023-09-30 | $2,690 | 109 | Shares | Sole | 2025-05-07 | |
| 2023-06-30 | $2,953 | 108 | Shares | Sole | 2025-05-07 | |
| 2023-03-31 | $2,991 | 107 | Shares | Sole | 2025-05-07 | |
| 2022-12-31 | $2,906 | 106 | Shares | Sole | 2025-05-07 | |
| No filing history on record for this holder in this stock. | ||||||