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 Jun 30, 2026
· filed Aug 13, 2026
Position Value
$208,363,572
+$12,453,729 QoQ
Shares Held
4,381,989
+4.4% QoQ
Ownership
0.914%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#21
of 906 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 42%
Shared 0%
None 58%
Common Shares in NI Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Jun 30, 2026UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC holds $518,675,867 across 14 Utilities - Regulated Gas names. NI ranks #1 (40.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NI |
Nisource Inc.
This page
|
4,381,989 | $208,363,572 | |
| 2 | ATO |
Atmos Energy Corp
|
1,098,374 | $189,216,883 | |
| 3 | UGI |
Ugi Corp /Pa/
|
617,962 | $21,344,402 | |
| 4 | NJR |
New Jersey Resources Corp
|
308,305 | $17,277,408 | |
| 5 | OGS |
ONE Gas, Inc.
|
196,427 | $15,138,623 | |
| 6 | SWX |
Southwest Gas Holdings, Inc.
|
169,565 | $15,037,020 | |
| 7 | SR |
Spire Inc
|
166,172 | $12,976,368 | |
| 8 | MDU |
Mdu Resources Group Inc
|
467,864 | $9,923,391 |
All Filings in NI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $208,363,572 | 4,381,989 | Shares | Defined | 2026-08-13 | |
| 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. | ||||||