Position in SPH
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$10,260
-$1,554 QoQ
Shares Held
600
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#121
of 144 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SPH Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Jun 30, 2026IFP Advisors, Inc holds $2,684,252 across 16 Utilities - Regulated Gas names. SPH ranks #11 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NI |
Nisource Inc.
|
23,620 | $1,123,131 | |
| 2 | ATO |
Atmos Energy Corp
|
3,178 | $547,474 | |
| 3 | BKH |
Black Hills Corp /Sd/
|
5,010 | $372,744 | |
| 4 | UGI |
Ugi Corp /Pa/
|
7,608 | $262,780 | |
| 5 | OGS |
ONE Gas, Inc.
|
1,428 | $110,055 | |
| 6 | SWX |
Southwest Gas Holdings, Inc.
|
1,212 | $107,480 | |
| 7 | NJR |
New Jersey Resources Corp
|
1,386 | $77,671 | |
| 8 | BIPC |
Brookfield Infrastructure Corp
|
831 | $31,993 |
All Filings in SPH
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,260 | 600 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $11,814 | 600 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $11,124 | 600 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $22,380 | 1,200 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $18,530 | 1,000 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $21,010 | 1,000 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $23,220 | 1,350 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $24,219 | 1,350 | Shares | Sole | 2025-02-04 | |
| 2024-06-30 | $18,990 | 1,000 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $23,494 | 1,150 | Shares | Sole | 2024-07-30 | |
| 2023-12-31 | $2,664 | 150 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $7,222 | 450 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $6,660 | 450 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $6,894 | 450 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $21 | 818 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $7,690 | 511 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $7,691 | 504 | Shares | Sole | 2022-09-06 | |
| 2022-03-31 | $2,415 | 150 | Shares | Sole | 2022-08-08 | |
| 2021-12-31 | $2,197 | 150 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $2,302 | 150 | Shares | Sole | 2021-10-06 | |
| 2021-06-30 | $2,301 | 150 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $2,223 | 150 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $2,229 | 150 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $2,442 | 150 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $2,145 | 150 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $6,037 | 427 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||