Position in NI
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$16,258,909
+$7,269,695 QoQ
Shares Held
348,455
+61.9% QoQ
Ownership
0.073%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
22 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in NI Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Mar 31, 2026JONES FINANCIAL COMPANIES LLLP holds $78,552,906 across 16 Utilities - Regulated Gas names. NI ranks #3 (20.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MDU |
Mdu Resources Group Inc
|
1,381,030 | $28,614,941 | |
| 2 | ATO |
Atmos Energy Corp
|
95,580 | $17,655,537 | |
| 3 | NI |
Nisource Inc.
This page
|
348,455 | $16,258,909 | |
| 4 | BIPC |
Brookfield Infrastructure Corp
|
131,288 | $5,188,501 | |
| 5 | SWX |
Southwest Gas Holdings, Inc.
|
48,668 | $4,229,249 | |
| 6 | SR |
Spire Inc
|
24,458 | $2,214,427 | |
| 7 | UGI |
Ugi Corp /Pa/
|
47,348 | $1,724,414 | |
| 8 | CPK |
Chesapeake Utilities Corp
|
7,999 | $1,010,833 |
All Filings in NI
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $16,258,909 | 348,455 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $8,989,214 | 215,259 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $8,891,265 | 205,341 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $7,373,667 | 182,788 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $6,187,490 | 154,340 | Shares | Sole | 2025-05-28 | |
| 2024-12-31 | $4,091,644 | 111,307 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $2,351,626 | 67,868 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $698,584 | 24,248 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $95,952 | 3,469 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $16,009 | 603 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $8,070 | 327 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $8,943 | 327 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $28,994 | 1,037 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $30,765 | 1,122 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $26,122 | 1,037 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $66,824 | 2,266 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $99,693 | 3,135 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $142,992 | 5,179 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $125,487 | 5,179 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $19,845 | 810 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $22,325 | 926 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $22,160 | 966 | Shares | Sole | 2021-02-08 | |
| No filing history on record for this holder in this stock. | ||||||