Position in NI
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$23,965
+$1,475 QoQ
Shares Held
504
+4.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#746
of 906 holders
Holding Since
Dec 2025
3 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, 2026Cornerstone Financial Management LLC holds $29,346 across 7 Utilities - Regulated Gas names. NI ranks #1 (81.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NI |
Nisource Inc.
This page
|
504 | $23,965 | |
| 2 | NWN |
Northwest Natural Holding Co
|
26 | $1,275 | |
| 3 | ATO |
Atmos Energy Corp
|
7 | $1,205 | |
| 4 | BIPC |
Brookfield Infrastructure Corp
|
25 | $962 | |
| 5 | OGS |
ONE Gas, Inc.
|
12 | $924 | |
| 6 | SWX |
Southwest Gas Holdings, Inc.
|
6 | $532 | |
| 7 | UGI |
Ugi Corp /Pa/
|
14 | $483 |
All Filings in NI
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $23,965 | 504 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $22,490 | 482 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $19,042 | 456 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||