Position in NI
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$123,991,949
+$4,619,153 QoQ
Shares Held
2,607,612
+1.9% QoQ
Ownership
0.544%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#37
of 909 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 76%
Shared 15%
None 10%
Common Shares in NI Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Jun 30, 2026DIMENSIONAL FUND ADVISORS LP holds $1,347,352,740 across 15 Utilities - Regulated Gas names. NI ranks #4 (9.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NJR |
New Jersey Resources Corp
|
4,313,917 | $241,751,907 | |
| 2 | MDU |
Mdu Resources Group Inc
|
10,435,060 | $221,327,620 | |
| 3 | ATO |
Atmos Energy Corp
|
768,834 | $132,447,030 | |
| 4 | NI |
Nisource Inc.
This page
|
2,607,612 | $123,991,949 | |
| 5 | UGI |
Ugi Corp /Pa/
|
2,980,373 | $102,942,080 | |
| 6 | SWX |
Southwest Gas Holdings, Inc.
|
1,058,783 | $93,892,874 | |
| 7 | BKH |
Black Hills Corp /Sd/
|
1,171,138 | $87,132,665 | |
| 8 | SR |
Spire Inc
|
1,029,256 | $80,374,598 |
All Filings in NI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $123,991,949 | 2,607,612 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $119,372,796 | 2,558,354 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $102,393,597 | 2,451,954 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $107,528,619 | 2,483,340 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $98,304,503 | 2,436,899 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $99,250,970 | 2,475,704 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $93,693,481 | 2,548,789 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $86,719,141 | 2,502,717 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $66,954,380 | 2,323,998 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $59,932,634 | 2,166,762 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $57,909,742 | 2,181,158 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $53,572,109 | 2,170,669 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $60,609,786 | 2,216,080 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $60,731,549 | 2,172,087 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $57,937,032 | 2,112,948 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $51,414,097 | 2,041,052 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $60,579,328 | 2,054,233 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $62,095,096 | 1,952,676 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $41,568,898 | 1,505,574 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $35,945,156 | 1,483,498 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $35,013,538 | 1,429,124 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $33,405,465 | 1,385,544 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $32,785,113 | 1,429,168 | Shares | Defined | 2021-03-08 | |
| 2020-09-30 | $31,085,648 | 1,412,984 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $30,716,555 | 1,350,772 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $33,522,100 | 1,342,495 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||