UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Position in NI — Nisource Inc.
CIK 861177
NEW YORK, NY
Position in NI
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$195,909,843
+$26,937,026 QoQ
Shares Held
4,198,668
+3.8% QoQ
Ownership
0.876%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 41.55205889105783.ToString("F0")%
Shared 0.ToString("F0")%
None 58.44794110894217.ToString("F0")%
Common Shares in NI Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Mar 31, 2026UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC holds $516,367,460 across 14 Utilities - Regulated Gas names. NI ranks #2 (37.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ATO |
Atmos Energy Corp
|
1,063,678 | $196,482,595 | |
| 2 | NI |
Nisource Inc.
This page
|
4,198,668 | $195,909,843 | |
| 3 | UGI |
Ugi Corp /Pa/
|
625,245 | $22,771,417 | |
| 4 | NJR |
New Jersey Resources Corp
|
302,964 | $16,638,778 | |
| 5 | OGS |
ONE Gas, Inc.
|
189,893 | $16,355,478 | |
| 6 | SR |
Spire Inc
|
171,454 | $15,523,440 | |
| 7 | SWX |
Southwest Gas Holdings, Inc.
|
166,660 | $14,482,750 | |
| 8 | MDU |
Mdu Resources Group Inc
|
474,701 | $9,835,803 |
All Filings in NI
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $195,909,843 | 4,198,668 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $168,972,817 | 4,046,284 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $171,457,948 | 3,959,768 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $182,853,386 | 4,532,806 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $154,289,203 | 3,848,571 | Shares | Defined | 2025-05-19 | |
| 2024-12-31 | $105,399,811 | 2,867,242 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $89,632,234 | 2,586,789 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $60,243,171 | 2,091,051 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $43,957,074 | 1,589,193 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $41,817,440 | 1,575,045 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $35,469,056 | 1,437,158 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $46,198,767 | 1,689,169 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $47,229,161 | 1,689,169 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $55,682,365 | 2,030,721 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $50,944,125 | 2,022,395 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $43,422,633 | 1,472,453 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $48,137,788 | 1,513,767 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $38,780,283 | 1,404,574 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $33,470,059 | 1,381,348 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $32,554,814 | 1,328,768 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $32,760,325 | 1,358,786 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $33,161,831 | 1,445,590 | Shares | Defined | 2021-03-01 | |
| 2020-09-30 | $37,510,418 | 1,705,019 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $43,147,873 | 1,897,444 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $45,196,519 | 1,810,033 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||