Position in SPH
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$43,793
-$62,257 QoQ
Shares Held
2,561
-52.5% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#96
of 144 holders
Holding Since
Dec 2022
15 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, 2026NewEdge Advisors, LLC holds $61,157,572 across 15 Utilities - Regulated Gas names. SPH ranks #11 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NI |
Nisource Inc.
|
1,070,157 | $50,885,965 | |
| 2 | UGI |
Ugi Corp /Pa/
|
93,195 | $3,218,955 | |
| 3 | ATO |
Atmos Energy Corp
|
15,376 | $2,648,823 | |
| 4 | MDU |
Mdu Resources Group Inc
|
81,638 | $1,731,541 | |
| 5 | BIPC |
Brookfield Infrastructure Corp
|
24,279 | $934,741 | |
| 6 | NJR |
New Jersey Resources Corp
|
8,085 | $453,083 | |
| 7 | SWX |
Southwest Gas Holdings, Inc.
|
4,051 | $359,242 | |
| 8 | OGS |
ONE Gas, Inc.
|
4,163 | $320,842 |
All Filings in SPH
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $43,793 | 2,561 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $106,050 | 5,386 | Shares | Sole | 2026-06-03 | |
| 2025-12-31 | $90,864 | 4,901 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $95,469 | 5,119 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $89,611 | 4,836 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $100,974 | 4,806 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $79,980 | 4,650 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $57,192 | 3,188 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $60,445 | 3,183 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $64,926 | 3,178 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $56,352 | 3,173 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $50,477 | 3,145 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $28,342 | 1,915 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $39,586 | 2,584 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $7,831 | 3,417 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||