Position in SR
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$3,001,700
-$480,195 QoQ
Shares Held
38,439
-0.0% QoQ
Ownership
0.065%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#102
of 394 holders
Holding Since
Mar 2020
22 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SR Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Jun 30, 2026BESSEMER GROUP INC holds $18,323,678 across 12 Utilities - Regulated Gas names. SR ranks #4 (16.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MDU |
Mdu Resources Group Inc
|
285,436 | $6,054,096 | |
| 2 | SWX |
Southwest Gas Holdings, Inc.
|
39,420 | $3,493,196 | |
| 3 | NWN |
Northwest Natural Holding Co
|
67,961 | $3,334,165 | |
| 4 | SR |
Spire Inc
This page
|
38,439 | $3,001,700 | |
| 5 | NI |
Nisource Inc.
|
18,119 | $860,418 | |
| 6 | ATO |
Atmos Energy Corp
|
3,550 | $611,557 | |
| 7 | CPK |
Chesapeake Utilities Corp
|
3,029 | $370,991 | |
| 8 | BIPC |
Brookfield Infrastructure Corp
|
9,218 | $354,893 |
All Filings in SR
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,001,700 | 38,439 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $3,481,895 | 38,457 | Shares | Defined | 2026-05-06 | |
| 2025-12-31 | $3,156,492 | 38,168 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $36,356 | 446 | Shares | Defined | 2025-11-05 | |
| 2025-06-30 | $32,553 | 446 | Shares | Defined | 2025-08-01 | |
| 2025-03-31 | $33,647 | 430 | Shares | Defined | 2025-04-23 | |
| 2024-12-31 | $27,199 | 401 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $70,048 | 1,041 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $57,388 | 945 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $57,993 | 945 | Shares | Defined | 2024-08-13 | |
| 2023-12-31 | $55,610 | 964 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $50,472 | 937 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $58,681 | 925 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $61,793 | 881 | Shares | Defined | 2023-05-10 | |
| 2022-12-31 | $3,993 | 58 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $22,625 | 363 | Shares | Defined | 2022-11-09 | |
| 2022-06-30 | $4,908 | 66 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $4,736 | 66 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $3,782 | 58 | Shares | Defined | 2022-01-27 | |
| 2020-09-30 | $4,522 | 85 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $4,281,466 | 65,157 | Shares | Defined | 2020-08-05 | |
| 2020-03-31 | $4,898,624 | 65,771 | Shares | Defined | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||