Position in SPH
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$924,528
-$139,913 QoQ
Shares Held
54,066
+0.0% QoQ
Ownership
0.081%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#28
of 144 holders
Holding Since
Sep 2024
8 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, 2026Summit Financial, LLC holds $2,934,339 across 6 Utilities - Regulated Gas names. SPH ranks #1 (31.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPH |
Suburban Propane Partners LP
This page
|
54,066 | $924,528 | |
| 2 | NI |
Nisource Inc.
|
11,168 | $531,038 | |
| 3 | NJR |
New Jersey Resources Corp
|
8,978 | $503,127 | |
| 4 | SWX |
Southwest Gas Holdings, Inc.
|
4,218 | $374,052 | |
| 5 | ATO |
Atmos Energy Corp
|
1,863 | $320,939 | |
| 6 | SR |
Spire Inc
|
3,594 | $280,655 |
All Filings in SPH
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $924,528 | 54,066 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,064,441 | 54,060 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,002,179 | 54,055 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,008,013 | 54,049 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,001,527 | 54,049 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,135,569 | 54,049 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $911,686 | 53,005 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $897,000 | 50,000 | Shares | Sole | 2024-11-12 | |
| No filing history on record for this holder in this stock. | ||||||