Position in SPH
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$262,262
-$43,523 QoQ
Shares Held
15,337
-1.2% QoQ
Ownership
0.023%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#61
of 144 holders
Holding Since
Jun 2022
3 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, 2026AE Wealth Management LLC holds $38,038,119 across 7 Utilities - Regulated Gas names. SPH ranks #7 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NI |
Nisource Inc.
|
703,036 | $33,429,326 | |
| 2 | ATO |
Atmos Energy Corp
|
14,841 | $2,556,651 | |
| 3 | UGI |
Ugi Corp /Pa/
|
15,496 | $535,222 | |
| 4 | NJR |
New Jersey Resources Corp
|
9,470 | $530,690 | |
| 5 | SWX |
Southwest Gas Holdings, Inc.
|
4,839 | $429,105 | |
| 6 | BIPC |
Brookfield Infrastructure Corp
|
7,659 | $294,863 | |
| 7 | SPH |
Suburban Propane Partners LP
This page
|
15,337 | $262,262 |
All Filings in SPH
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $262,262 | 15,337 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $305,785 | 15,530 | Shares | Sole | 2026-05-13 | |
| 2022-06-30 | $155,957 | 10,220 | Shares | Sole | 2022-08-03 | |
| No filing history on record for this holder in this stock. | ||||||