Position in NI
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$144,046,837
-$5,979,843 QoQ
Shares Held
3,087,159
-14.1% QoQ
Ownership
0.644%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 31.94590884369739.ToString("F0")%
Shared 0.ToString("F0")%
None 68.0540911563026.ToString("F0")%
Common Shares in NI Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Mar 31, 2026BANK OF AMERICA CORP /DE/ holds $1,469,416,711 across 15 Utilities - Regulated Gas names. NI ranks #3 (9.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ATO |
Atmos Energy Corp
|
4,199,433 | $775,719,261 | |
| 2 | BIPC |
Brookfield Infrastructure Corp
|
4,086,691 | $161,506,025 | |
| 3 | NI |
Nisource Inc.
This page
|
3,087,159 | $144,046,837 | |
| 4 | MDU |
Mdu Resources Group Inc
|
6,202,460 | $128,514,969 | |
| 5 | BKH |
Black Hills Corp /Sd/
|
899,963 | $62,466,429 | |
| 6 | OGS |
ONE Gas, Inc.
|
503,289 | $43,348,278 | |
| 7 | SR |
Spire Inc
|
385,682 | $34,919,646 | |
| 8 | SWX |
Southwest Gas Holdings, Inc.
|
395,336 | $34,354,696 |
All Filings in NI
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $144,046,837 | 3,087,159 | Shares | Defined | 2026-05-18 | |
| 2025-12-31 | $150,026,680 | 3,592,593 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $145,989,626 | 3,371,585 | Shares | Defined | 2026-02-03 | |
| 2025-06-30 | $152,164,896 | 3,772,060 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $141,306,342 | 3,524,728 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $92,094,162 | 2,505,282 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $108,548,468 | 3,132,712 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $88,553,696 | 3,073,714 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $79,468,920 | 2,873,063 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $56,895,955 | 2,142,974 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $47,064,386 | 1,906,985 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $52,653,040 | 1,925,157 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $55,474,341 | 1,984,061 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $51,500,842 | 1,878,222 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $32,704,577 | 1,298,316 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $46,005,105 | 1,560,024 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $48,491,022 | 1,524,875 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $68,500,187 | 2,480,992 | Shares | Defined | 2022-02-08 | |
| 2021-09-30 | $67,947,871 | 2,804,287 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $58,565,852 | 2,390,443 | Shares | Defined | 2021-09-13 | |
| 2021-03-31 | $49,012,036 | 2,032,851 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $54,545,904 | 2,377,764 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $37,159,056 | 1,689,048 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $34,945,123 | 1,536,725 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $46,241,814 | 1,851,895 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||