Position in SR
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$224,358
+$31,833 QoQ
Shares Held
2,478
+6.4% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in SR Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Mar 31, 2026MAI Capital Management holds $3,702,397 across 16 Utilities - Regulated Gas names. SR ranks #5 (6.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OGS |
ONE Gas, Inc.
|
12,527 | $1,078,950 | |
| 2 | NI |
Nisource Inc.
|
19,662 | $917,428 | |
| 3 | ATO |
Atmos Energy Corp
|
4,137 | $764,186 | |
| 4 | NJR |
New Jersey Resources Corp
|
4,157 | $228,302 | |
| 5 | SR |
Spire Inc
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|
2,478 | $224,358 | |
| 6 | SWX |
Southwest Gas Holdings, Inc.
|
2,181 | $189,528 | |
| 7 | SPH |
Suburban Propane Partners LP
|
4,723 | $92,995 | |
| 8 | UGI |
Ugi Corp /Pa/
|
2,456 | $89,447 |
All Filings in SR
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $224,358 | 2,478 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $192,525 | 2,328 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $208,120 | 2,553 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $190,649 | 2,612 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $199,928 | 2,555 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $174,933 | 2,579 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||