MARTINGALE ASSET MANAGEMENT L P

Position in NI — Nisource Inc.

CIK 936944 BOSTON, MA

Position in NI

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$1,531,490

+$938,908 QoQ

Shares Held

32,208

+153.6% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#352

of 906 holders

Holding Since

Mar 2020

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

MARTINGALE ASSET MANAGEMENT L P holds $34,480,766 across 10 Utilities - Regulated Gas names. NI ranks #8 (4.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NJR	New Jersey Resources Corp	125,036	$7,007,017
2	OGS	ONE Gas, Inc.	81,800	$6,304,326
3	SWX	Southwest Gas Holdings, Inc.	49,134	$4,357,203
4	UGI	Ugi Corp /Pa/	122,445	$4,229,250
5	BKH	Black Hills Corp /Sd/	46,436	$3,454,838
6	BIPC	Brookfield Infrastructure Corp	86,066	$3,313,541
7	NWN	Northwest Natural Holding Co	64,647	$3,171,581
8	NI	Nisource Inc. This page	32,208	$1,531,490

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,531,490	32,208	+153.6%	Shares	Sole	2026-08-13
2026-03-31	$592,582	12,700	+14.0%	Shares	Sole	2026-05-13
2023-09-30	$275,057	11,145	-81.4%	Shares	Sole	2023-11-14
2023-06-30	$1,635,666	59,805	-2.4%	Shares	Sole	2023-08-11
2023-03-31	$1,713,472	61,283	+140.7%	Shares	Sole	2023-05-12
2021-12-31	$703,005	25,462	+133.0%	Shares	Sole	2022-02-11
2021-03-31	$263,449	10,927	-88.9%	Shares	Sole	2021-05-13
2020-12-31	$2,262,985	98,648	+78.2%	Shares	Sole	2021-02-10
2020-09-30	$1,217,656	55,348	-72.2%	Shares	Sole	2020-11-12
2020-06-30	$4,527,147	199,083	-9.9%	Shares	Sole	2020-08-10
2020-03-31	$5,516,497	220,925	—	Shares	Sole	2020-05-11
No filing history on record for this holder in this stock.