CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Position in NI — Nisource Inc.
CIK 884546
SAN FRANCISCO, CA
Position in NI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$214,722,866
+$6,029,904 QoQ
Shares Held
4,515,728
+1.0% QoQ
Ownership
0.942%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#18
of 906 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NI Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Jun 30, 2026CHARLES SCHWAB INVESTMENT MANAGEMENT INC holds $987,664,322 across 15 Utilities - Regulated Gas names. NI ranks #1 (21.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NI |
Nisource Inc.
This page
|
4,515,728 | $214,722,866 | |
| 2 | ATO |
Atmos Energy Corp
|
1,059,660 | $182,547,628 | |
| 3 | BKH |
Black Hills Corp /Sd/
|
1,213,841 | $90,309,770 | |
| 4 | UGI |
Ugi Corp /Pa/
|
2,471,540 | $85,366,990 | |
| 5 | SWX |
Southwest Gas Holdings, Inc.
|
788,678 | $69,939,965 | |
| 6 | NJR |
New Jersey Resources Corp
|
1,200,806 | $67,293,168 | |
| 7 | OGS |
ONE Gas, Inc.
|
766,365 | $59,063,750 | |
| 8 | SR |
Spire Inc
|
705,659 | $55,104,911 |
All Filings in NI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $214,722,866 | 4,515,728 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $208,692,962 | 4,472,631 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $181,410,743 | 4,344,127 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $183,708,433 | 4,242,689 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $170,070,374 | 4,215,924 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $166,790,796 | 4,160,409 | Shares | Sole | 2025-09-15 | |
| 2024-12-31 | $151,509,538 | 4,121,587 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $135,626,891 | 3,914,196 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $112,220,366 | 3,895,188 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $98,999,648 | 3,579,163 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $92,780,063 | 3,494,541 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $84,197,893 | 3,411,584 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $91,826,913 | 3,357,474 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $92,290,451 | 3,300,803 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $89,977,825 | 3,281,467 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $80,059,588 | 3,178,229 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $92,201,428 | 3,126,532 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $95,616,526 | 3,006,809 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $80,444,523 | 2,913,601 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $68,424,671 | 2,823,965 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $66,978,394 | 2,733,812 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $63,562,832 | 2,636,368 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $57,973,256 | 2,527,169 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $54,680,472 | 2,485,476 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $58,610,621 | 2,577,424 | Shares | Sole | 2020-08-20 | |
| 2020-03-31 | $62,629,304 | 2,508,182 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||