TRUIST FINANCIAL CORP

Position in NI — Nisource Inc.

CIK 92230 CHARLOTTE, NC

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Position in NI

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$2,750,291

-$6,753 QoQ

Shares Held

57,840

-2.1% QoQ

Ownership

0.012%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#289

of 906 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 31% Shared 0% None 69%

Common Shares in NI Over Time

Shares Held

Position Value (USD)

Position in Utilities - Regulated Gas

Utilities · as of Jun 30, 2026

TRUIST FINANCIAL CORP holds $9,056,266 across 6 Utilities - Regulated Gas names. NI ranks #2 (30.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ATO	Atmos Energy Corp	29,955	$5,160,346
2	NI	Nisource Inc. This page	57,840	$2,750,291
3	BIPC	Brookfield Infrastructure Corp	10,065	$387,502
4	CTRI	Centuri Holdings, Inc.	9,420	$284,860
5	MDU	Mdu Resources Group Inc	11,734	$248,877
6	BKH	Black Hills Corp /Sd/	3,016	$224,390

All Filings in NI

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,750,291	57,840	-2.1%	Shares	Defined	2026-07-28
2026-03-31	$2,757,044	59,088	+3.4%	Shares	Defined	2026-04-27
2025-12-31	$2,386,958	57,159	-16.6%	Shares	Defined	2026-02-02
2025-09-30	$2,966,394	68,508	+10.2%	Shares	Defined	2025-11-03
2025-06-30	$2,506,887	62,144	-9.1%	Shares	Defined	2025-07-18
2025-03-31	$2,742,115	68,399	-7.9%	Shares	Defined	2025-04-29
2024-12-31	$2,730,494	74,279	-1.6%	Shares	Defined	2025-01-31
2024-09-30	$2,616,178	75,503	-88.1%	Shares	Defined	2024-11-13
2024-06-30	$18,265,423	633,996	-19.9%	Shares	Defined	2024-08-21
2024-03-31	$21,881,215	791,078	-2.9%	Shares	Defined	2024-05-13
2023-12-31	$21,637,053	814,955	+303.4%	Shares	Defined	2024-02-02
2023-09-30	$4,986,247	202,036	+189.4%	Shares	Defined	2023-11-14
2023-06-30	$1,909,548	69,819	+2.4%	Shares	Defined	2023-08-01
2023-03-31	$1,907,121	68,209	+0.6%	Shares	Defined	2023-05-05
2022-12-31	$1,859,184	67,804	+0.2%	Shares	Defined	2023-02-17
2022-09-30	$1,704,781	67,677	+1.4%	Shares	Defined	2022-10-26
2022-06-30	$1,968,574	66,754	-6.8%	Shares	Defined	2022-07-22
2022-03-31	$2,277,673	71,625	-72.1%	Shares	Defined	2022-04-22
2021-12-31	$7,076,275	256,294	-6.4%	Shares	Defined	2022-02-14
2021-09-30	$6,635,965	273,874	+10.3%	Shares	Defined	2021-11-05
2021-06-30	$6,084,379	248,342	+457.7%	Shares	Defined	2021-08-16
2021-03-31	$1,073,568	44,528	-40.3%	Shares	Defined	2021-05-17
2020-12-31	$1,710,243	74,553	+61.4%	Shares	Defined	2021-11-19
2020-09-30	$1,015,916	46,178	+29.9%	Shares	Defined	2021-11-05
2020-06-30	$808,678	35,562	-3.5%	Shares	Defined	2021-11-16
2020-03-31	$920,392	36,860	—	Shares	Defined	2021-11-05
No filing history on record for this holder in this stock.