BAILARD, INC.

Position in NI — Nisource Inc.

CIK 750641 Foster City, CA

Position in NI

as of Jun 30, 2026 · filed Jul 30, 2026 Compact

Position Value

$3,090,845

+$692,008 QoQ

Shares Held

65,002

+26.4% QoQ

Ownership

0.014%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#279

of 906 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 28% Shared 0% None 72%

Utilities · as of Jun 30, 2026

BAILARD, INC. holds $4,661,256 across 5 Utilities - Regulated Gas names. NI ranks #1 (66.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NI	Nisource Inc. This page	65,002	$3,090,845
2	NWN	Northwest Natural Holding Co	13,923	$683,062
3	NJR	New Jersey Resources Corp	6,700	$375,468
4	RGCO	Rgc Resources Inc	11,534	$275,662
5	OGS	ONE Gas, Inc.	3,065	$236,219

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,090,845	65,002	+26.4%	Shares	Sole	2026-07-30
2026-03-31	$2,398,837	51,411	-1.4%	Shares	Sole	2026-05-11
2025-12-31	$2,177,784	52,150	+12.6%	Shares	Sole	2026-02-04
2025-09-30	$2,004,660	46,297	+30.2%	Shares	Sole	2025-10-30
2025-06-30	$1,434,490	35,560	-3.3%	Shares	Sole	2025-08-08
2025-03-31	$1,474,630	36,783	+12.1%	Shares	Sole	2025-05-02
2024-12-31	$1,205,875	32,804	+2.4%	Shares	Sole	2025-02-05
2024-09-30	$1,109,666	32,025	+7.7%	Shares	Sole	2024-10-30
2024-06-30	$856,809	29,740	-1.1%	Shares	Sole	2024-07-25
2024-03-31	$831,819	30,073	-0.8%	Shares	Sole	2024-05-08
2023-12-31	$805,155	30,326	+55.4%	Shares	Sole	2024-02-02
2023-09-30	$481,506	19,510	+28.5%	Shares	Sole	2023-10-24
2023-06-30	$415,200	15,181	-0.5%	Shares	Sole	2023-07-20
2023-03-31	$426,417	15,251	—	Shares	Sole	2023-05-08
No filing history on record for this holder in this stock.