Position in NI
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$479,636
+$31,747 QoQ
Shares Held
10,087
+5.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#505
of 906 holders
Holding Since
Mar 2021
21 quarters on record
Voting authority
Sole 68%
Shared 0%
None 32%
Common Shares in NI Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Jun 30, 2026UMB Bank, n.a. holds $8,371,090 across 12 Utilities - Regulated Gas names. NI ranks #2 (5.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ATO |
Atmos Energy Corp
|
40,578 | $6,990,372 | |
| 2 | NI |
Nisource Inc.
This page
|
10,087 | $479,636 | |
| 3 | SR |
Spire Inc
|
3,401 | $265,584 | |
| 4 | UGI |
Ugi Corp /Pa/
|
6,567 | $226,823 | |
| 5 | NJR |
New Jersey Resources Corp
|
2,266 | $126,985 | |
| 6 | OGS |
ONE Gas, Inc.
|
1,346 | $103,736 | |
| 7 | BKH |
Black Hills Corp /Sd/
|
701 | $52,153 | |
| 8 | CPK |
Chesapeake Utilities Corp
|
399 | $48,868 |
All Filings in NI
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $479,636 | 10,087 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $447,889 | 9,599 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $395,801 | 9,478 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $408,708 | 9,439 | Shares | Sole | 2025-11-04 | |
| 2025-03-31 | $376,164 | 9,383 | Shares | Defined | 2025-04-14 | |
| 2024-12-31 | $336,022 | 9,141 | Shares | Defined | 2025-01-16 | |
| 2024-09-30 | $308,280 | 8,897 | Shares | Defined | 2024-10-09 | |
| 2024-06-30 | $256,321 | 8,897 | Shares | Defined | 2024-07-29 | |
| 2024-03-31 | $243,849 | 8,816 | Shares | Defined | 2024-04-26 | |
| 2023-12-31 | $232,976 | 8,775 | Shares | Defined | 2024-01-23 | |
| 2023-09-30 | $216,566 | 8,775 | Shares | Defined | 2023-10-18 | |
| 2023-06-30 | $237,398 | 8,680 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $242,692 | 8,680 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $238,965 | 8,715 | Shares | Sole | 2023-01-10 | |
| 2022-09-30 | $220,488 | 8,753 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 | $258,273 | 8,758 | Shares | Sole | 2022-07-20 | |
| 2022-03-31 | $278,504 | 8,758 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $241,808 | 8,758 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $211,163 | 8,715 | Shares | Sole | 2021-10-18 | |
| 2021-06-30 | $213,517 | 8,715 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $210,117 | 8,715 | Shares | Sole | 2021-04-15 | |
| No filing history on record for this holder in this stock. | ||||||