Caldwell Trust Co

Bank

Position in NI — Nisource Inc.

CIK 2080218 Venice, FL

Position in NI

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$28,244

+$528 QoQ

Shares Held

594

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#736

of 906 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Caldwell Trust Co holds $138,272 across 6 Utilities - Regulated Gas names. NI ranks #2 (20.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	OGS	ONE Gas, Inc.	466	$35,914
2	NI	Nisource Inc. This page	594	$28,244
3	UGI	Ugi Corp /Pa/	741	$25,594
4	ATO	Atmos Energy Corp	148	$25,495
5	MDU	Mdu Resources Group Inc	1,040	$22,058
6	BKH	Black Hills Corp /Sd/	13	$967

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$28,244	594	0.0%	Shares	Sole	2026-08-03
2026-03-31	$27,716	594	0.0%	Shares	Sole	2026-04-22
2025-12-31	$24,805	594	0.0%	Shares	Sole	2026-01-30
2025-09-30	$25,720	594	0.0%	Shares	Sole	2025-10-23
2025-06-30	$23,961	594	0.0%	Shares	Sole	2025-09-22
2025-03-31	$23,813	594	0.0%	Shares	Sole	2025-09-23
2024-12-31	$21,835	594	0.0%	Shares	Sole	2025-09-24
2024-09-30	$20,582	594	0.0%	Shares	Sole	2025-09-24
2024-06-30	$17,113	594	-16.1%	Shares	Sole	2025-09-24
2024-03-31	$19,583	708	0.0%	Shares	Sole	2025-09-24
2023-12-31	$18,797	708	-7.7%	Shares	Sole	2025-10-01
2023-09-30	$18,929	767	0.0%	Shares	Sole	2025-10-01
2023-06-30	$20,977	767	-6.9%	Shares	Sole	2025-10-01
2023-03-31	$23,039	824	0.0%	Shares	Sole	2025-10-01
2022-12-31	$22,594	824	-78.5%	Shares	Sole	2025-10-01
2022-09-30	$96,326	3,824	0.0%	Shares	Sole	2025-10-01
2022-06-30	$112,769	3,824	0.0%	Shares	Sole	2025-10-02
2022-03-31	$121,603	3,824	0.0%	Shares	Sole	2025-10-02
2021-12-31	$105,580	3,824	0.0%	Shares	Sole	2025-10-02
2021-09-30	$92,655	3,824	+14.4%	Shares	Sole	2025-10-02
2021-06-30	$81,928	3,344	0.0%	Shares	Sole	2025-10-02
2021-03-31	$80,623	3,344	-2.9%	Shares	Sole	2025-10-02
2020-12-31	$79,005	3,444	0.0%	Shares	Sole	2025-10-02
2020-09-30	$75,768	3,444	0.0%	Shares	Sole	2025-10-02
2020-06-30	$78,316	3,444	0.0%	Shares	Sole	2025-10-02
2020-03-31	$85,996	3,444	—	Shares	Sole	2025-10-02
No filing history on record for this holder in this stock.