Position in SPH
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$319,923
+$264,333 QoQ
Shares Held
16,248
+441.6% QoQ
Ownership
0.024%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
14 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, 2026CITIGROUP INC holds $117,343,070 across 15 Utilities - Regulated Gas names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ATO |
Atmos Energy Corp
|
214,158 | $36,892,997 | |
| 2 | NI |
Nisource Inc.
|
624,075 | $29,674,765 | |
| 3 | UGI |
Ugi Corp /Pa/
|
358,106 | $12,368,980 | |
| 4 | NJR |
New Jersey Resources Corp
|
138,481 | $7,760,473 | |
| 5 | BKH |
Black Hills Corp /Sd/
|
76,354 | $5,680,737 | |
| 6 | SWX |
Southwest Gas Holdings, Inc.
|
63,895 | $5,666,207 | |
| 7 | OGS |
ONE Gas, Inc.
|
59,770 | $4,606,473 | |
| 8 | NWN |
Northwest Natural Holding Co
|
75,701 | $3,713,890 |
All Filings in SPH
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $319,923 | 16,248 | Shares | Defined | 2026-05-11 | |
| 2025-06-30 | $55,590 | 3,000 | Shares | Defined | 2025-08-11 | |
| 2024-09-30 | $27,071 | 1,509 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $637,703 | 33,581 | Shares | Defined | 2024-08-12 | |
| 2023-09-30 | $505,270 | 31,481 | Shares | Defined | 2023-12-06 | |
| 2023-06-30 | $3,744 | 253 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $390,414 | 25,484 | Shares | Defined | 2023-05-11 | |
| 2022-06-30 | $3,458,617 | 226,646 | Shares | Defined | 2022-08-10 | |
| 2021-06-30 | $32,981 | 2,150 | Shares | Defined | 2021-08-10 | |
| 2021-03-31 | $31,863 | 2,150 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $97,734 | 6,577 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $124,508 | 7,648 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $126,068 | 8,816 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $202,710 | 14,336 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||