Position in NI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$193,989,877
-$17,516,589 QoQ
Shares Held
4,079,703
-10.0% QoQ
Ownership
0.851%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#25
of 909 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 96%
None 4%
Common Shares in NI Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Jun 30, 2026WELLINGTON MANAGEMENT GROUP LLP holds $2,105,057,967 across 11 Utilities - Regulated Gas names. NI ranks #2 (9.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ATO |
Atmos Energy Corp
|
9,185,788 | $1,582,435,695 | |
| 2 | NI |
Nisource Inc.
This page
|
4,079,703 | $193,989,877 | |
| 3 | CPK |
Chesapeake Utilities Corp
|
939,774 | $115,103,517 | |
| 4 | SR |
Spire Inc
|
667,616 | $52,134,131 | |
| 5 | OGS |
ONE Gas, Inc.
|
650,349 | $50,122,395 | |
| 6 | CTRI |
Centuri Holdings, Inc.
|
1,656,520 | $50,093,162 | |
| 7 | SWX |
Southwest Gas Holdings, Inc.
|
271,519 | $24,078,303 | |
| 8 | UGI |
Ugi Corp /Pa/
|
567,102 | $19,587,701 |
All Filings in NI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $193,989,877 | 4,079,703 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $211,506,466 | 4,532,929 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $176,944,301 | 4,237,172 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $106,226,676 | 2,453,272 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $91,746,350 | 2,274,327 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $176,695,028 | 4,407,459 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $169,354,200 | 4,607,024 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $209,451,624 | 6,044,780 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $191,812,944 | 6,657,860 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $103,426,880 | 3,739,222 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $80,706,874 | 3,039,807 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $77,788,002 | 3,151,864 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $92,843,923 | 3,394,659 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $95,585,257 | 3,418,643 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $83,695,682 | 3,052,359 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $79,388,828 | 3,151,601 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $108,215,736 | 3,669,574 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $118,552,243 | 3,728,058 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $92,749,747 | 3,359,281 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $85,617,260 | 3,533,523 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $92,684,234 | 3,783,030 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $92,035,873 | 3,817,332 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $66,442,726 | 2,896,370 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $62,910,936 | 2,859,588 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $68,111,438 | 2,995,226 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $76,370,069 | 3,058,473 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||