ROTHSCHILD INVESTMENT LLC

Position in NI — Nisource Inc.

CIK 85338 CHICAGO, IL

Position in NI

as of Mar 31, 2026 · filed May 7, 2026 Compact

Position Value

$2,140,060

+$340,998 QoQ

Shares Held

45,865

+6.5% QoQ

Ownership

0.010%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2023

10 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Utilities · as of Mar 31, 2026

ROTHSCHILD INVESTMENT LLC holds $2,938,996 across 15 Utilities - Regulated Gas names. NI ranks #1 (72.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NI	Nisource Inc. This page	45,865	$2,140,060
2	SWX	Southwest Gas Holdings, Inc.	2,402	$208,733
3	ATO	Atmos Energy Corp	944	$174,375
4	OGS	ONE Gas, Inc.	1,686	$145,215
5	BKH	Black Hills Corp /Sd/	1,968	$136,598
6	NJR	New Jersey Resources Corp	969	$53,217
7	BIPC	Brookfield Infrastructure Corp	707	$27,940
8	SR	Spire Inc	199	$18,017

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
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.