ROTHSCHILD INVESTMENT LLC

Position in NI — Nisource Inc.

CIK 85338 CHICAGO, IL

Position in NI

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$2,385,060

+$245,000 QoQ

Shares Held

50,159

+9.4% QoQ

Ownership

0.010%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#307

of 906 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

ROTHSCHILD INVESTMENT LLC holds $5,271,680 across 15 Utilities - Regulated Gas names. NI ranks #1 (45.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NI	Nisource Inc. This page	50,159	$2,385,060
2	UGI	Ugi Corp /Pa/	22,111	$763,713
3	BKH	Black Hills Corp /Sd/	9,324	$693,705
4	SWX	Southwest Gas Holdings, Inc.	5,770	$511,683
5	NJR	New Jersey Resources Corp	6,313	$353,780
6	OGS	ONE Gas, Inc.	4,256	$328,009
7	ATO	Atmos Energy Corp	889	$153,148
8	BIPC	Brookfield Infrastructure Corp	877	$33,764

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,385,060	50,159	+9.4%	Shares	Sole	2026-08-06
2026-03-31	$2,140,060	45,865	+6.5%	Shares	Sole	2026-05-07
2025-12-31	$1,799,062	43,081	-0.1%	Shares	Sole	2026-02-10
2025-09-30	$1,866,576	43,108	-1.5%	Shares	Sole	2025-11-07
2025-06-30	$1,766,286	43,785	-0.6%	Shares	Sole	2025-08-11
2025-03-31	$1,766,084	44,053	+0.1%	Shares	Sole	2025-04-08
2024-12-31	$1,618,064	44,017	-0.9%	Shares	Sole	2025-02-04
2024-09-30	$1,538,737	44,408	-0.5%	Shares	Sole	2024-10-18
2024-06-30	$1,286,452	44,653	-1.7%	Shares	Sole	2024-07-31
2024-03-31	$1,256,815	45,438	-0.4%	Shares	Sole	2024-07-31
2023-12-31	$1,211,290	45,623	—	Shares	Sole	2024-07-31
No filing history on record for this holder in this stock.