MERCER GLOBAL ADVISORS INC /ADV

Position in NI — Nisource Inc.

CIK 853758 DENVER, CO

Position in NI

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$1,871,765

+$189,840 QoQ

Shares Held

40,115

-0.4% QoQ

Ownership

0.008%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 12% Shared 0% None 88%

Utilities · as of Mar 31, 2026

MERCER GLOBAL ADVISORS INC /ADV holds $35,959,091 across 12 Utilities - Regulated Gas names. NI ranks #5 (5.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CPK	Chesapeake Utilities Corp	157,336	$19,882,550
2	ATO	Atmos Energy Corp	21,608	$3,991,429
3	UGI	Ugi Corp /Pa/	61,794	$2,250,537
4	BKH	Black Hills Corp /Sd/	27,761	$1,926,891
5	NI	Nisource Inc. This page	40,115	$1,871,765
6	SWX	Southwest Gas Holdings, Inc.	19,296	$1,676,822
7	OGS	ONE Gas, Inc.	16,023	$1,380,060
8	NJR	New Jersey Resources Corp	17,057	$936,770

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,871,765	40,115	-0.4%	Shares	Sole	2026-05-15
2025-12-31	$1,681,925	40,276	+35.9%	Shares	Sole	2026-02-18
2025-09-30	$1,283,412	29,640	+110.8%	Shares	Sole	2025-11-14
2025-06-30	$567,341	14,064	-22.4%	Shares	Sole	2025-08-14
2025-03-31	$726,190	18,114	-0.9%	Shares	Sole	2025-05-15
2024-12-31	$671,678	18,272	-43.1%	Shares	Sole	2025-02-14
2024-09-30	$1,111,779	32,086	+12.0%	Shares	Sole	2024-11-14
2024-06-30	$825,377	28,649	+12.2%	Shares	Sole	2024-08-12
2024-03-31	$705,966	25,523	-3.0%	Shares	Sole	2024-05-15
2023-12-31	$698,450	26,307	+11.8%	Shares	Sole	2024-02-15
2023-09-30	$580,868	23,536	+7.1%	Shares	Sole	2023-11-15
2023-06-30	$601,098	21,978	-3.0%	Shares	Sole	2023-08-14
2023-03-31	$633,573	22,660	-2.2%	Shares	Sole	2023-05-16
2022-12-31	$635,485	23,176	+3.4%	Shares	Sole	2023-02-09
2022-09-30	$564,784	22,421	+2.9%	Shares	Sole	2022-11-15
2022-06-30	$642,616	21,791	-0.2%	Shares	Sole	2022-08-10
2022-03-31	$694,416	21,837	+15.0%	Shares	Sole	2022-05-10
2021-12-31	$524,341	18,991	+11.4%	Shares	Sole	2022-02-04
2021-09-30	$413,048	17,047	+15.2%	Shares	Sole	2021-11-10
2021-06-30	$362,428	14,793	+8.0%	Shares	Sole	2021-08-10
2021-03-31	$330,234	13,697	+25.7%	Shares	Sole	2021-08-10
2020-12-31	$250,046	10,900	-2.9%	Shares	Sole	2021-02-12
2020-09-30	$246,928	11,224	-4.6%	Shares	Sole	2020-12-10
2020-06-30	$267,604	11,768	+3.7%	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.