Position in NI
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$39,466
+$739 QoQ
Shares Held
830
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#713
of 906 holders
Holding Since
Mar 2023
14 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, 2026CALDWELL SUTTER CAPITAL, INC. holds $126,822 across 2 Utilities - Regulated Gas names. NI ranks #2 (31.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BIPC |
Brookfield Infrastructure Corp
|
2,269 | $87,356 | |
| 2 | NI |
Nisource Inc.
This page
|
830 | $39,466 |
All Filings in NI
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $39,466 | 830 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $38,727 | 830 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $43,012 | 1,030 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $44,599 | 1,030 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $41,550 | 1,030 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $41,292 | 1,030 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $37,862 | 1,030 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $34,650 | 1,000 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $28,810 | 1,000 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $27,660 | 1,000 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $26,550 | 1,000 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $24,680 | 1,000 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $27,350 | 1,000 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $27,960 | 1,000 | Shares | Sole | 2023-04-25 | |
| No filing history on record for this holder in this stock. | ||||||