Position in NI
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$6,604,790
+$3,774,582 QoQ
Shares Held
138,902
+129.0% QoQ
Ownership
0.029%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#201
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, 2026MACKENZIE FINANCIAL CORP holds $106,922,325 across 9 Utilities - Regulated Gas names. NI ranks #5 (6.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UGI |
Ugi Corp /Pa/
|
1,526,713 | $52,732,667 | |
| 2 | BIPC |
Brookfield Infrastructure Corp
|
418,986 | $16,130,961 | |
| 3 | CTRI |
Centuri Holdings, Inc.
|
367,667 | $11,118,250 | |
| 4 | ATO |
Atmos Energy Corp
|
64,351 | $11,085,746 | |
| 5 | NI |
Nisource Inc.
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|
138,902 | $6,604,790 | |
| 6 | BKH |
Black Hills Corp /Sd/
|
69,409 | $5,164,029 | |
| 7 | SR |
Spire Inc
|
37,387 | $2,919,550 | |
| 8 | NJR |
New Jersey Resources Corp
|
13,646 | $764,721 |
All Filings in NI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,604,790 | 138,902 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $2,830,208 | 60,656 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $4,676,159 | 111,977 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $2,771,806 | 64,014 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $4,526,269 | 112,203 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $6,965,717 | 173,752 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $7,832,379 | 213,068 | Shares | Sole | 2025-05-02 | |
| 2024-09-30 | $8,398,986 | 242,395 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $10,681,105 | 370,743 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $12,842,178 | 464,287 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $14,373,081 | 541,359 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $16,981,296 | 688,059 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $13,981,921 | 511,222 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $5,698,527 | 203,810 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $2,855,134 | 104,126 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $2,540,940 | 100,871 | Shares | Sole | 2022-10-07 | |
| 2022-06-30 | $2,819,686 | 95,615 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $3,725,274 | 117,147 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $1,680,565 | 60,868 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,007,338 | 41,574 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $994,969 | 40,611 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $4,004,936 | 166,111 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $678,358 | 29,571 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $1,419,902 | 64,541 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $1,565,444 | 68,841 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $721,782 | 28,906 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||