Position in SPH
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$7,695
+$4,053 QoQ
Shares Held
450
+143.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#123
of 144 holders
Holding Since
Sep 2022
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SPH Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Jun 30, 2026SIGNATUREFD, LLC holds $2,300,145 across 14 Utilities - Regulated Gas names. SPH ranks #14 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ATO |
Atmos Energy Corp
|
3,439 | $592,436 | |
| 2 | NI |
Nisource Inc.
|
8,080 | $384,204 | |
| 3 | BKH |
Black Hills Corp /Sd/
|
4,223 | $314,191 | |
| 4 | UGI |
Ugi Corp /Pa/
|
7,294 | $251,934 | |
| 5 | SWX |
Southwest Gas Holdings, Inc.
|
1,565 | $138,784 | |
| 6 | NJR |
New Jersey Resources Corp
|
2,420 | $135,616 | |
| 7 | BIPC |
Brookfield Infrastructure Corp
|
3,206 | $123,431 | |
| 8 | SR |
Spire Inc
|
1,502 | $117,291 |
All Filings in SPH
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,695 | 450 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $3,642 | 185 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $2,781 | 150 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $1,865 | 100 | Shares | Sole | 2025-10-21 | |
| 2025-03-31 | $840 | 40 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $688 | 40 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $717 | 40 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $759 | 40 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $408 | 20 | Shares | Sole | 2024-05-03 | |
| 2022-12-31 | $15 | 1 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $15 | 1 | Shares | Sole | 2022-11-08 | |
| No filing history on record for this holder in this stock. | ||||||