Position in NI
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$4,584,010
+$391,376 QoQ
Shares Held
96,404
+7.3% QoQ
Ownership
0.020%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#239
of 906 holders
Holding Since
Mar 2020
26 quarters on record
Common Shares in NI Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Jun 30, 2026COMMONWEALTH EQUITY SERVICES, LLC holds $29,404,988 across 13 Utilities - Regulated Gas names. NI ranks #2 (15.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NJR |
New Jersey Resources Corp
|
88,646 | $4,967,721 | |
| 2 | NI |
Nisource Inc.
This page
|
96,404 | $4,584,010 | |
| 3 | UGI |
Ugi Corp /Pa/
|
131,746 | $4,550,506 | |
| 4 | SPH |
Suburban Propane Partners LP
|
205,071 | $3,506,714 | |
| 5 | ATO |
Atmos Energy Corp
|
20,043 | $3,452,807 | |
| 6 | MDU |
Mdu Resources Group Inc
|
142,875 | $3,030,378 | |
| 7 | NWN |
Northwest Natural Holding Co
|
24,358 | $1,195,003 | |
| 8 | SR |
Spire Inc
|
11,746 | $917,245 |
All Filings in NI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,584,010 | 96,404 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $4,192,634 | 89,855 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $3,642,516 | 87,225 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $3,885,871 | 89,743 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $7,888,446 | 195,549 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $7,875,720 | 196,451 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $6,787,439 | 184,642 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $5,948,365 | 171,670 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $4,472,608 | 155,245 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $4,314,960 | 156,000 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $3,790,463 | 142,767 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $3,222,689 | 130,579 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $3,483,296 | 127,360 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $3,435,920 | 122,887 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $1,339,412 | 48,848 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $1,237,030 | 49,108 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,402,573 | 47,561 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $1,677,545 | 52,753 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $1,643,623 | 59,530 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $1,425,983 | 58,852 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $1,405,246 | 57,357 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $1,445,418 | 59,951 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $786,681 | 34,293 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $656,304 | 29,832 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $765,382 | 33,658 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $841,838 | 33,714 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||