Position in NI
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$37,662,782
+$6,645,420 QoQ
Shares Held
807,175
+8.7% QoQ
Ownership
0.168%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in NI Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Mar 31, 2026HSBC HOLDINGS PLC holds $206,011,233 across 9 Utilities - Regulated Gas names. NI ranks #2 (18.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ATO |
Atmos Energy Corp
|
780,184 | $144,115,586 | |
| 2 | NI |
Nisource Inc.
This page
|
807,175 | $37,662,782 | |
| 3 | SWX |
Southwest Gas Holdings, Inc.
|
127,258 | $11,058,718 | |
| 4 | OGS |
ONE Gas, Inc.
|
38,616 | $3,325,995 | |
| 5 | NJR |
New Jersey Resources Corp
|
56,536 | $3,104,956 | |
| 6 | CTRI |
Centuri Holdings, Inc.
|
83,507 | $2,439,239 | |
| 7 | BKH |
Black Hills Corp /Sd/
|
31,687 | $2,199,394 | |
| 8 | UGI |
Ugi Corp /Pa/
|
34,597 | $1,260,021 |
All Filings in NI
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $37,662,782 | 807,175 | Shares | Defined | 2026-04-30 | |
| 2025-12-31 | $31,017,362 | 742,753 | Shares | Sole | 2026-03-20 | |
| 2025-09-30 | $29,859,071 | 689,586 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $32,630,458 | 808,886 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $38,210,218 | 953,111 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $30,714,005 | 835,528 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $20,592,632 | 594,304 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $18,644,273 | 647,146 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $41,511,323 | 1,500,771 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $44,222,979 | 1,665,649 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $33,329,793 | 1,350,478 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $39,746,139 | 1,453,241 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $32,998,390 | 1,180,200 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $41,247,411 | 1,504,282 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $18,312,298 | 726,967 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $9,763,430 | 331,076 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $9,199,294 | 289,286 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $14,785,043 | 535,496 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $7,146,831 | 294,958 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $6,634,232 | 270,785 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $12,051,888 | 499,871 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $13,315,867 | 580,465 | Shares | Defined | 2021-02-25 | |
| 2020-09-30 | $8,535,252 | 387,966 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $4,527,397 | 199,094 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $5,096,975 | 204,124 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||