Position in NI
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$5,649,776
+$647,640 QoQ
Shares Held
121,084
+1.1% QoQ
Ownership
0.025%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in NI Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Mar 31, 2026PNC FINANCIAL SERVICES GROUP, INC. holds $181,572,008 across 16 Utilities - Regulated Gas names. NI ranks #2 (3.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ATO |
Atmos Energy Corp
|
886,291 | $163,715,669 | |
| 2 | NI |
Nisource Inc.
This page
|
121,084 | $5,649,776 | |
| 3 | NJR |
New Jersey Resources Corp
|
42,876 | $2,354,747 | |
| 4 | CPK |
Chesapeake Utilities Corp
|
15,704 | $1,984,512 | |
| 5 | UGI |
Ugi Corp /Pa/
|
52,681 | $1,918,640 | |
| 6 | SR |
Spire Inc
|
11,117 | $1,006,532 | |
| 7 | BKH |
Black Hills Corp /Sd/
|
13,290 | $922,457 | |
| 8 | SPH |
Suburban Propane Partners LP
|
45,946 | $904,675 |
All Filings in NI
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,649,776 | 121,084 | Shares | Defined | 2026-05-08 | |
| 2025-12-31 | $5,002,136 | 119,783 | Shares | Defined | 2026-02-06 | |
| 2025-09-30 | $5,450,428 | 125,876 | Shares | Defined | 2025-11-07 | |
| 2025-06-30 | $5,106,193 | 126,579 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $5,089,223 | 126,945 | Shares | Defined | 2025-05-09 | |
| 2024-12-31 | $4,774,276 | 129,877 | Shares | Defined | 2025-02-07 | |
| 2024-09-30 | $4,199,611 | 121,201 | Shares | Defined | 2024-11-08 | |
| 2024-06-30 | $2,882,092 | 100,038 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $2,344,432 | 84,759 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $1,514,674 | 57,050 | Shares | Defined | 2024-03-22 | |
| 2023-09-30 | $1,525,394 | 61,807 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $1,571,364 | 57,454 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $1,504,386 | 53,805 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $1,442,510 | 52,608 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $1,023,594 | 40,635 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $1,056,034 | 35,810 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $1,121,329 | 35,262 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $919,630 | 33,308 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $824,423 | 34,025 | Shares | Defined | 2021-11-05 | |
| 2021-06-30 | $850,833 | 34,728 | Shares | Defined | 2021-08-06 | |
| 2021-03-31 | $909,259 | 37,713 | Shares | Defined | 2021-05-07 | |
| 2020-12-31 | $861,989 | 37,576 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $990,352 | 45,016 | Shares | Defined | 2020-11-06 | |
| 2020-06-30 | $1,079,417 | 47,468 | Shares | Defined | 2020-08-28 | |
| 2020-03-31 | $1,203,252 | 48,188 | Shares | Defined | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||