Steward Partners Investment Advisory, LLC
Position in SPH — Suburban Propane Partners LP
CIK 1723397
STAMFORD, CT
Position in SPH
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$127,839
-$21,194 QoQ
Shares Held
7,476
-1.2% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#85
of 144 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, 2026Steward Partners Investment Advisory, LLC holds $7,671,155 across 12 Utilities - Regulated Gas names. SPH ranks #8 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UGI |
Ugi Corp /Pa/
|
64,828 | $2,239,159 | |
| 2 | NJR |
New Jersey Resources Corp
|
30,981 | $1,736,175 | |
| 3 | NI |
Nisource Inc.
|
31,845 | $1,514,229 | |
| 4 | ATO |
Atmos Energy Corp
|
4,278 | $736,971 | |
| 5 | CPK |
Chesapeake Utilities Corp
|
3,949 | $483,673 | |
| 6 | BIPC |
Brookfield Infrastructure Corp
|
9,551 | $367,713 | |
| 7 | MDU |
Mdu Resources Group Inc
|
11,680 | $247,732 | |
| 8 | SPH |
Suburban Propane Partners LP
This page
|
7,476 | $127,839 |
All Filings in SPH
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $127,839 | 7,476 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $149,033 | 7,569 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $133,024 | 7,175 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $119,695 | 6,418 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $129,913 | 7,011 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $148,561 | 7,071 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $95,202 | 5,535 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $99,297 | 5,535 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $93,715 | 4,935 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $100,822 | 4,935 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $153,570 | 8,647 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $209,853 | 13,075 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $180,545 | 12,199 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $184,085 | 12,016 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $196,368 | 12,936 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $185,837 | 12,348 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $202,072 | 13,242 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $197,563 | 12,271 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $156,139 | 10,658 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $127,358 | 8,297 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $127,275 | 8,297 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $178,151 | 12,021 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $138,153 | 9,297 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $166,658 | 10,237 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $150,049 | 10,493 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $110,475 | 7,813 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||