Position in NI
as of Jun 30, 2026
· filed Aug 19, 2026
Position Value
$4,004,280
+$2,132,515 QoQ
Shares Held
84,212
+109.9% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#250
of 911 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 23%
Shared 0%
None 77%
Common Shares in NI Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Jun 30, 2026MERCER GLOBAL ADVISORS INC /ADV holds $48,910,916 across 12 Utilities - Regulated Gas names. NI ranks #4 (8.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CPK |
Chesapeake Utilities Corp
|
177,783 | $21,774,861 | |
| 2 | ATO |
Atmos Energy Corp
|
42,775 | $7,368,849 | |
| 3 | UGI |
Ugi Corp /Pa/
|
122,859 | $4,243,549 | |
| 4 | NI |
Nisource Inc.
This page
|
84,212 | $4,004,280 | |
| 5 | BKH |
Black Hills Corp /Sd/
|
44,931 | $3,342,866 | |
| 6 | SWX |
Southwest Gas Holdings, Inc.
|
24,278 | $2,152,973 | |
| 7 | OGS |
ONE Gas, Inc.
|
24,216 | $1,866,327 | |
| 8 | NJR |
New Jersey Resources Corp
|
29,338 | $1,644,101 |
All Filings in NI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,004,280 | 84,212 | Shares | Sole | 2026-08-19 | |
| 2026-03-31 | $1,871,765 | 40,115 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,681,925 | 40,276 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $1,283,412 | 29,640 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $567,341 | 14,064 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $726,190 | 18,114 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $671,678 | 18,272 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,111,779 | 32,086 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $825,377 | 28,649 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $705,966 | 25,523 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $698,450 | 26,307 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $580,868 | 23,536 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $601,098 | 21,978 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $633,573 | 22,660 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $635,485 | 23,176 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $564,784 | 22,421 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $642,616 | 21,791 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $694,416 | 21,837 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $524,341 | 18,991 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $413,048 | 17,047 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $362,428 | 14,793 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $330,234 | 13,697 | Shares | Sole | 2021-08-10 | |
| 2020-12-31 | $250,046 | 10,900 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $246,928 | 11,224 | Shares | Sole | 2020-12-10 | |
| 2020-06-30 | $267,604 | 11,768 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $283,334 | 11,347 | Shares | Sole | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||