Position in NI
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$7,605,158
+$666,862 QoQ
Shares Held
162,991
-1.9% QoQ
Ownership
0.034%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 90%
Shared 0%
None 10%
Common Shares in NI Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Mar 31, 2026STIFEL FINANCIAL CORP holds $93,763,034 across 13 Utilities - Regulated Gas names. NI ranks #5 (8.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ATO |
Atmos Energy Corp
|
232,998 | $43,039,388 | |
| 2 | NJR |
New Jersey Resources Corp
|
188,962 | $10,377,792 | |
| 3 | BIPC |
Brookfield Infrastructure Corp
|
245,198 | $9,690,224 | |
| 4 | BKH |
Black Hills Corp /Sd/
|
116,769 | $8,104,935 | |
| 5 | NI |
Nisource Inc.
This page
|
162,991 | $7,605,158 | |
| 6 | UGI |
Ugi Corp /Pa/
|
105,310 | $3,835,389 | |
| 7 | MDU |
Mdu Resources Group Inc
|
180,312 | $3,736,064 | |
| 8 | CPK |
Chesapeake Utilities Corp
|
21,340 | $2,696,735 |
All Filings in NI
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,605,158 | 162,991 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $6,938,296 | 166,147 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $7,550,349 | 174,373 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $6,746,379 | 167,238 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $8,925,195 | 222,629 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $8,358,708 | 227,386 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $8,188,417 | 236,318 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $6,886,740 | 239,040 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $6,614,472 | 239,135 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $6,018,272 | 226,677 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $5,088,964 | 206,198 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $4,526,779 | 165,513 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $5,554,813 | 198,670 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $5,576,432 | 203,371 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $3,202,453 | 127,132 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $3,977,788 | 134,886 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $4,201,161 | 132,112 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $5,678,188 | 205,657 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $4,960,534 | 204,727 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $5,064,198 | 206,702 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $4,945,418 | 205,119 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $5,393,077 | 235,095 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $4,364,404 | 198,382 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $4,472,751 | 196,691 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $4,840,458 | 193,851 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||