Position in SPH
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$581,040
-$159,461 QoQ
Shares Held
33,979
-9.6% QoQ
Ownership
0.051%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#40
of 145 holders
Holding Since
Mar 2020
26 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, 2026Creative Planning holds $73,139,055 across 15 Utilities - Regulated Gas names. SPH ranks #14 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ATO |
Atmos Energy Corp
|
150,531 | $25,931,974 | |
| 2 | NI |
Nisource Inc.
|
319,106 | $15,173,489 | |
| 3 | MDU |
Mdu Resources Group Inc
|
307,937 | $6,531,342 | |
| 4 | BKH |
Black Hills Corp /Sd/
|
68,601 | $5,103,914 | |
| 5 | OGS |
ONE Gas, Inc.
|
60,127 | $4,633,986 | |
| 6 | UGI |
Ugi Corp /Pa/
|
117,883 | $4,071,678 | |
| 7 | SWX |
Southwest Gas Holdings, Inc.
|
32,279 | $2,862,501 | |
| 8 | NJR |
New Jersey Resources Corp
|
41,222 | $2,310,080 |
All Filings in SPH
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $581,040 | 33,979 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $740,501 | 37,608 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $738,003 | 39,806 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $629,698 | 33,764 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $582,231 | 31,421 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $654,188 | 31,137 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $492,092 | 28,610 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $511,110 | 28,490 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $590,456 | 31,093 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $640,786 | 31,365 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $529,514 | 29,815 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $374,109 | 23,309 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $322,107 | 21,764 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $580,199 | 37,872 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $401,769 | 26,467 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $339,332 | 22,547 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $323,649 | 21,209 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $376,804 | 23,404 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $321,259 | 21,929 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $374,540 | 24,400 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $320,452 | 20,890 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $437,649 | 29,531 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $334,543 | 22,513 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $320,357 | 19,678 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $271,900 | 19,014 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $266,298 | 18,833 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||